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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
NOI
2026
Newton One Investments
Delaware
$105K
CH
2027
Canton Hathaway
Rhode Island
$97K
CWM
2028
Castle Wealth Management
Florida
$94K +$98.5K +1,346 New
CFFP
2029
Center for Financial Planning
Michigan
$93K
SSC
2030
Syverson Strege & Co
Iowa
$92K +$366 +5 +0.4%
LFG
2031
Larson Financial Group
Missouri
$91K -$65.2K -891 -41%
HDIM
2032
Hanson & Doremus Investment Management
Vermont
$91K -$1.9K -26 -2%
WSCM
2033
Wellington Shields Capital Management
New York
$90K -$14.6K -200 -13%
SIS
2034
Sound Income Strategies
Florida
$90K
SFO
2035
Standard Family Office
South Dakota
$90K +$94.7K +1,293 New
BIMC
2036
Benson Investment Management Company
Virginia
$87K
HC
2037
Hoese & Co
Minnesota
$87K
EI
2038
Ellevest Inc
New York
$86K +$10.6K +145 +13%
1IA
2039
1834 Investment Advisors
Wisconsin
$84K
AFIA
2040
America First Investment Advisors
Nebraska
$81K
TFS
2041
TrustCore Financial Services
Tennessee
$81K +$16K +219 +23%
TC
2042
Trust Company
Kansas
$80K
POIA
2043
Pin Oak Investment Advisors
Texas
$78K
CWM
2044
Curi Wealth Management
North Carolina
$76K +$11.1K +152 +16%
SC
2045
Solstein Capital
California
$75K -$4.25K -58 -5%
AAP
2046
Arax Advisory Partners
Colorado
$75K +$19.8K +271 +34%
CWM
2047
Cranbrook Wealth Management
Michigan
$74K
HWA
2048
HHM Wealth Advisors
Tennessee
$73K -$34.9K -477 -31%
QPBE
2049
Quintet Private Bank (Europe)
Luxembourg
$72.6K +$45.4K +620 New
FFC
2050
Fure Financial Corporation
Minnesota
$71K

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.