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Oracle

3,304 hedge funds and large institutions have $205B invested in Oracle in 2024 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 1,280 increasing their positions, 1,149 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,304
Holders Change
+262
Holders Change %
+8.61%
% of All Funds
43.98%
Holding in Top 10
152
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.43%
% of All Funds
2.02%
New
431
Increased
1,280
Reduced
1,149
Closed
115
Calls
$3.51B
Puts
$4.86B
Net Calls
-$1.35B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
2001
LJI Wealth Management
Indiana
$841K +$11K +66 +1%
AMBIA
2002
Allen Mooney & Barnes Investment Advisors
Georgia
$840K -$44K -264 -5%
LRIA
2003
Leonard Rickey Investment Advisors
Washington
$839K +$20.3K +122 +2%
1M
2004
1248 Management
Missouri
$836K +$836K +5,017 New
GWAG
2005
Garrett Wealth Advisory Group
Texas
$835K -$11.7K -70 -1%
LFG
2006
Larson Financial Group
Missouri
$835K +$29K +174 +4%
HB
2007
Horizon Bancorp
Indiana
$834K -$12.5K -75 -1%
WAG
2008
Winthrop Advisory Group
Massachusetts
$834K +$5.33K +32 +0.6%
BEAM
2009
Baker Ellis Asset Management
Washington
$834K -$50K -300 -6%
4WM
2010
4J Wealth Management
Virginia
$832K
OCM
2011
Orser Capital Management
Texas
$830K
BF
2012
Brucke Financial
Indiana
$829K +$829K +4,873 New
M
2013
MOTCO
Texas
$827K
CPRC
2014
Consolidated Portfolio Review Corp
New York
$827K +$307K +1,841 +59%
HC
2015
Hamilton Capital
Ohio
$825K +$6.67K +40 +0.8%
BAM
2016
Byrne Asset Management
New Jersey
$825K -$838K -4,920 Closed
FAFN
2017
First Affirmative Financial Network
Colorado
$825K +$6.17K +37 +0.8%
RIA
2018
Regal Investment Advisors
Michigan
$823K -$52K -312 -6%
AA
2019
Aire Advisors
California
$820K +$56.7K +340 +7%
PMSA
2020
Patrick M. Sweeney & Associates
Illinois
$815K +$167 +1 +0%
RAM
2021
Readystate Asset Management
Illinois
$813K +$813K +4,877 New
NCM
2022
Novare Capital Management
North Carolina
$812K -$18.8K -113 -2%
RI
2023
Rinkey Investments
California
$812K +$436K +2,615 +116%
TA
2024
TrueWealth Advisors
Alabama
$811K +$59.8K +359 +8%
RL
2025
Rogco LP
Oklahoma
$811K -$500 -3 -0.1%