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Oracle
ORCL

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 37 → 67 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,104 → 2,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86% → 42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$625M
2
Harris Associates
Harris Associates
Illinois
+$347M
3
Capital World Investors
Capital World Investors
California
+$310M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$249M
5
Bessemer Group
Bessemer Group
New Jersey
+$231M

Top Sellers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
-$396M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$239M
3
LSV Asset Management
LSV Asset Management
Illinois
-$199M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$157M
5
Millennium Management
Millennium Management
New York
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
2026
Citizens & Northern Corp
Pennsylvania
$219K -$78.4K -1,031 -28%
VIA
2027
Virtus Investment Advisers
Connecticut
$217K – – –
CMS
2028
Capital Market Strategies
Florida
$216K +$201K +2,648 New
CWM
2029
Compass Wealth Management
Connecticut
$216K +$201K +2,648 New
CSS
2030
Cubist Systematic Strategies
Connecticut
$216K -$36.7M -482,720 -99%
WRPWM
2031
Werba Rubin Papier Wealth Management
California
$216K +$201K +2,645 New
FC
2032
Family CFO
California
$215K – – –
SWA
2033
SFMG Wealth Advisors
Texas
$214K -$1.77M -23,319 -90%
JF
2034
JSF Financial
California
$214K +$199K +2,623 New
AIFAIM
2035
American Institute for Advanced Investment Management
Arizona
$214K +$199K +2,622 New
C
2036
Covestor
United Kingdom
$214K -$34K -447 -15%
PAMG
2037
Patton Albertson Miller Group
Tennessee
$214K +$199K +2,617 New
FFG
2038
Ford Financial Group
California
$214K +$199K +2,614 New
FAM
2039
Flaharty Asset Management
Florida
$213K +$198K +2,603 New
OHWP
2040
Oak Harbor Wealth Partners
North Carolina
$213K +$198K +2,603 New
KFS
2041
Kelly Financial Services
Massachusetts
$213K -$11K -145 -5%
AFT
2042
Alpha Family Trust
California
$213K +$198K +2,600 New
JHCP
2043
Jackson Hole Capital Partners
Oklahoma
$212K +$197K +2,593 New
FC
2044
Financial Council
Maryland
$212K +$197K +2,590 New
MFWP
2045
Mosaic Family Wealth Partners
Missouri
$211K +$197K +2,587 New
IP
2046
Ignite Planners
California
$211K +$180K +2,366 New
HNWA
2047
Henrickson Nauta Wealth Advisors
Michigan
$210K +$195K +2,569 New
WCG
2048
Weaver Consulting Group
California
$210K +$195K +2,563 New
SCM
2049
Stonehearth Capital Management
Massachusetts
$209K +$195K +2,563 New
PB
2050
Pinnacle Bancorp
Nebraska
$209K +$5.09K +67 +3%
80 81
82
83 84

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.