ORCL icon

Oracle

2,338 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 837 increasing their positions, 935 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+50
Holders Change %
+2.19%
% of All Funds
37.42%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.57%
New
191
Increased
837
Reduced
935
Closed
91
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$262M
Name Holding Trade Value Shares
Change
Shares
Change %
VIA
2026
Virtus Investment Advisers
Connecticut
$247K
CWM
2027
Compass Wealth Management
Connecticut
$246K
WRPWM
2028
Werba Rubin Papier Wealth Management
California
$246K
FC
2029
Family CFO
California
$245K
FWI
2030
Facet Wealth Inc
Maryland
$243K -$743 -8 -0.3%
OHWP
2031
Oak Harbor Wealth Partners
North Carolina
$242K
SRC
2032
Shufro Rose & Co
New York
$242K -$61.3K -660 -20%
MWP
2033
Meridian Wealth Partners
Pennsylvania
$241K +$5.58K +60 +2%
MFWP
2034
Mosaic Family Wealth Partners
Missouri
$241K +$372 +4 +0.2%
FC
2035
Financial Council
Maryland
$241K
TCMP
2036
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K +$240K +2,655 New
TPA
2037
Trivium Point Advisory
Connecticut
$240K
LWM
2038
Lyell Wealth Management
California
$240K +$240K +2,581 New
CFS
2039
CRA Financial Services
New Jersey
$239K -$86.1K -927 -26%
HNWA
2040
Henrickson Nauta Wealth Advisors
Michigan
$239K
WCG
2041
Weaver Consulting Group
California
$238K
TIA
2042
Trust Investment Advisors
Indiana
$238K +$238K +2,563 New
SCM
2043
Stonehearth Capital Management
Massachusetts
$238K
KFS
2044
Kelly Financial Services
Massachusetts
$238K -$3.9K -42 -2%
KIG
2045
Kowal Investment Group
Wisconsin
$238K -$11.9K -128 -5%
WPP
2046
Whalerock Point Partners
Rhode Island
$236K +$236K +2,539 New
WI
2047
WrapManager Inc
California
$236K -$743 -8 -0.3%
HI
2048
Humankind Investments
New York
$235K -$20.8K -224 -8%
WTA
2049
Washington Trust Advisors
Massachusetts
$235K -$1.21K -13 -0.5%
EL
2050
EWA LLC
Pennsylvania
$234K +$234K +2,391 New