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Oracle
ORCL

Overview Fund Activity

3,042 hedge funds and large institutions have $204B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 282 funds opening new positions, 1,206 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,042
Holders Change
+148
Holders Change %
+5.11%
% of All Funds
44%
Holding in Top 10
166
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.7%
% of All Funds
2.4%
New
282
Increased
1,206
Reduced
1,094
Closed
100
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.49B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
3
Franklin Resources
Franklin Resources
California
+$439M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$335M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$253M
4
IFP
Independent Franchise Partners
United Kingdom
-$252M
5
Fidelity International
Fidelity International
Bermuda
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
2026
Centennial Bank
Arkansas
$692K -$4.43K -26 -0.6%
GAM
2027
GEM Asset Management
Michigan
$691K – – –
R
2028
Rebalance
California
$691K – – –
NWM
2029
Northcape Wealth Management
New York
$690K -$5.11K -30 -0.7%
MFT
2030
Moisand Fitzgerald Tamayo
Florida
$690K +$126K +737 +22%
HNW
2031
High Note Wealth
Minnesota
$689K -$16.4K -96 -2%
BBW
2032
Blue Barn Wealth
Utah
$689K +$382K +2,244 +125%
WI
2033
Wedgewood Investors
Pennsylvania
$688K – – –
FWM
2034
FMA Wealth Management
Massachusetts
$687K – – –
CFG
2035
Clayton Financial Group
Missouri
$686K – – –
CCFCSB
2036
Cape Cod Five Cents Savings Bank
Massachusetts
$684K -$41.2K -242 -6%
SCG
2037
Sonata Capital Group
Washington
$682K – – –
HFRG
2038
Houlihan Financial Resource Group
Virginia
$682K +$170 +1 +0%
BI
2039
Bramshill Investments
Florida
$682K +$682K +4,000 New
WW
2040
Waterfront Wealth
Kansas
$682K -$217K -1,254 -24%
UF
2041
Univest Financial
Pennsylvania
$681K +$681K +3,998 New
DWM
2042
Defined Wealth Management
Oregon
$681K +$5.28K +31 +0.8%
CH
2043
Canton Hathaway
Rhode Island
$681K – – –
CA
2044
CGN Advisors
Kansas
$678K -$162K -950 -19%
MCM
2045
Mengis Capital Management
Oregon
$678K -$782K -4,587 -54%
KAS
2046
KPP Advisory Services
Kentucky
$678K +$22.8K +134 +3%
IF
2047
Intrua Financial
Texas
$677K +$2.05K +12 +0.3%
WEG
2048
World Equity Group
Illinois
$677K -$2.19M -12,839 -76%
LCM
2049
Lazari Capital Management
California
$677K +$18.4K +108 +3%
WWP
2050
Waypoint Wealth Partners
California
$677K +$33.9K +199 +5%
80 81
82
83 84