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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
2026
Evolution Advisers
Virginia
$23K
ARMC
2027
American Research & Management Company
Massachusetts
$23K +$5.78K +79 +26%
MWC
2028
MBM Wealth Consultants
Missouri
$23K +$7.32K +100 +37%
AWM
2029
Accel Wealth Management
Iowa
$21K
Cohen & Steers
2030
Cohen & Steers
New York
$21K
M1FG
2031
Mach-1 Financial Group
Arkansas
$21K
IAS
2032
IMA Advisory Services
Colorado
$20K
IRAG
2033
Investment Research & Advisory Group
Georgia
$20K
OAJ
2034
Ogorek Anthony Joseph
New York
$18K
PP
2035
Paloma Partners
Connecticut
$18K +$22K +300 New
MGIM
2036
M&G Investment Management
United Kingdom
$16.3K -$980K -13,387 -5%
JWM
2037
Janiczek Wealth Management
Colorado
$16K -$6.15K -84 -25%
JWBC
2038
John W. Brooker & Co
California
$16K
SC
2039
Steph & Co
Wisconsin
$16K
BC
2040
Barrett & Company
Rhode Island
$15.9K +$14.3K +195 New
SA
2041
SRH Advisors
Kansas
$15K
NC
2042
NewSquare Capital
Pennsylvania
$15K +$2.78K +38 +19%
RDIA
2043
RE Dickinson Investment Advisors
Iowa
$14K
OCM
2044
Orion Capital Management
California
$13K
LFA
2045
Legend Financial Advisors
Pennsylvania
$12.6K +$15.1K +206 New
WWP
2046
WR Wealth Planners
Missouri
$12.2K
IFS
2047
Intelligent Financial Strategies
Minnesota
$12K -$7.32K -100 -33%
BAM
2048
Baldrige Asset Management
Pennsylvania
$12K
LWA
2049
Lowe Wealth Advisors
Maryland
$12K
SWM
2050
Selective Wealth Management
Virginia
$12K

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.