ORCL icon

Oracle

3,201 hedge funds and large institutions have $169B invested in Oracle in 2025 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 1,406 increasing their positions, 1,189 reducing their positions, and 249 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,201
Holders Change
-103
Holders Change %
-3.12%
% of All Funds
43.48%
Holding in Top 10
99
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-34.87%
% of All Funds
1.34%
New
215
Increased
1,406
Reduced
1,189
Closed
249
Calls
$3.84B
Puts
$4.11B
Net Calls
-$271M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
DE
2001
Diversified Enterprises
Delaware
$715K +$203K +1,451 +40%
TA
2002
TrueWealth Advisors
Alabama
$714K +$33K +236 +5%
MAM
2003
Maytree Asset Management
Hong Kong
$713K
RIA
2004
Realta Investment Advisors
Delaware
$709K +$28.9K +207 +4%
PFC
2005
Poplar Forest Capital
California
$709K
OC
2006
Optima Capital
Oregon
$709K +$107K +767 +18%
SJL
2007
Shayne & Jacobs LLC
Tennessee
$709K
PC
2008
Prairiewood Capital
North Dakota
$709K -$94.7K -677 -12%
CWS
2009
Cypress Wealth Services
California
$707K -$74.1K -530 -9%
CPA
2010
Cardiff Park Advisors
California
$706K +$42.1K +301 +6%
SL
2011
Sentry LLC
Tennessee
$704K +$412K +2,950 +141%
VIS
2012
Vega Investment Solutions
France
$703K +$703K +5,000 New
BAM
2013
Byrne Asset Management
New Jersey
$703K -$825K
MIA
2014
MMBG Investment Advisors
Florida
$703K +$703K +5,030 New
SP
2015
Stonebrook Private
Michigan
$703K +$130K +931 +23%
GWAG
2016
Garrett Wealth Advisory Group
Texas
$703K +$2.52K +18 +0.4%
OWP
2017
ORG Wealth Partners
Texas
$702K +$170K +1,201 +32%
RA
2018
Ransom Advisory
Rhode Island
$702K +$702K +5,021 New
AMBIA
2019
Allen Mooney & Barnes Investment Advisors
Georgia
$701K -$3.92K -28 -0.6%
DWM
2020
DecisionMap Wealth Management
Virginia
$700K +$65K +465 +10%
BEAM
2021
Baker Ellis Asset Management
Washington
$700K
CPRC
2022
Consolidated Portfolio Review Corp
New York
$699K +$5.31K +38 +0.8%
BF
2023
Brucke Financial
Indiana
$699K +$13.2K +94 +2%
4WM
2024
4J Wealth Management
Virginia
$698K
CL
2025
CVFG LLC
Indiana
$697K +$19.6K +140 +3%