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Oracle

3,775 hedge funds and large institutions have $347B invested in Oracle in 2025 Q3 according to their latest regulatory filings, with 388 funds opening new positions, 1,458 increasing their positions, 1,522 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.59% less ownership

Funds ownership: 44.08%43.49% (-0.59%)

2% less call options, than puts

Call options by funds: $16.5B | Put options by funds: $16.8B

4% less repeat investments, than reductions

Existing positions increased: 1,458 | Existing positions reduced: 1,522

Holders
3,775
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
252
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.5B
Puts
$16.8B
Net Calls
Net Calls Change

Top Buyers

1 +$3.24B
2 +$2.48B
3 +$1.98B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.32B
5
BlackRock
BlackRock
New York
+$1.24B

Top Sellers

1 -$1.15B
2 -$1.03B
3 -$961M
4
UBS AM
UBS AM
Illinois
-$835M
5
Polen Capital Management
Polen Capital Management
Florida
-$758M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
2001
Aviso Financial
Ontario, Canada
$1.57M
GFG
2002
Goldstone Financial Group
Illinois
$1.57M
BFA
2003
Beacon Financial Advisory
Ohio
$1.56M
IIA
2004
Integral Investment Advisors
California
$1.56M
RIA
2005
Realta Investment Advisors
Delaware
$1.55M
MAM
2006
McLean Asset Management
Virginia
$1.55M
MFS
2007
Monetta Financial Services
Illinois
$1.55M
SLWA
2008
San Luis Wealth Advisors
California
$1.55M
I2I
2009
Insight 2811 Inc
Illinois
$1.54M
WAM
2010
Walker Asset Management
Missouri
$1.54M
EWM
2011
Evermay Wealth Management
Virginia
$1.54M
CSPIA
2012
Cary Street Partners Investment Advisory
Virginia
$1.54M
AWM
2013
Aviso Wealth Management
Washington
$1.54M
CCS
2014
Concentric Capital Strategies
Connecticut
$1.54M
SP
2015
Stonebrook Private
Michigan
$1.53M
SFG
2016
Shum Financial Group
California
$1.53M
KWM
2017
Kingsman Wealth Management
Florida
$1.52M
TFIPS
2018
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.52M
FWWM
2019
Fiscal Wisdom Wealth Management
Connecticut
$1.52M
HB
2020
Horizon Bancorp
Indiana
$1.52M
CCG
2021
Catalina Capital Group
California
$1.51M
TWM
2022
Tradition Wealth Management
Minnesota
$1.51M
SA
2023
Sonoma Allocations
California
$1.5M
DAM
2024
Delta Asset Management
Tennessee
$1.5M
BWM
2025
Boyd Wealth Management
California
$1.49M