ORCL icon

Oracle

3,304 hedge funds and large institutions have $205B invested in Oracle in 2024 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 1,280 increasing their positions, 1,149 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,304
Holders Change
+262
Holders Change %
+8.61%
% of All Funds
43.98%
Holding in Top 10
152
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.43%
% of All Funds
2.02%
New
431
Increased
1,280
Reduced
1,149
Closed
115
Calls
$3.51B
Puts
$4.86B
Net Calls
-$1.35B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
2026
Realta Investment Advisors
Delaware
$809K -$14.6K -88 -2%
IAMOG
2027
Investors Asset Management of Georgia
Georgia
$808K
SWM
2028
Salvus Wealth Management
New Jersey
$808K +$239K +1,434 +42%
CL
2029
CVFG LLC
Indiana
$808K +$808K +4,846 New
CP
2030
Canopy Partners
Ohio
$807K +$251K +1,508 +45%
WDG
2031
Wealth Dimensions Group
Ohio
$802K -$4.33K -26 -0.5%
SIM
2032
Studio Investment Management
Illinois
$801K -$142K -855 -15%
FCM
2033
Fire Capital Management
California
$800K +$800K +4,803 New
RP
2034
Riverbridge Partners
Minnesota
$800K
WCM
2035
Whitener Capital Management
North Carolina
$797K
BCM
2036
Birch Capital Management
Texas
$796K -$160K -962 -17%
RG
2037
Renaissance Group
Kentucky
$794K -$55.2K -331 -6%
MSWM
2038
McGlone Suttner Wealth Management
Wisconsin
$794K +$36.3K +218 +5%
JWM
2039
JPL Wealth Management
Colorado
$793K +$793K +4,760 New
SA
2040
Strategic Advisors
New York
$792K +$169K +1,012 +27%
BHPW
2041
Beverly Hills Private Wealth
California
$792K +$22.3K +134 +3%
SFG
2042
SNS Financial Group
Minnesota
$792K -$147K -884 -16%
CPA
2043
Cardiff Park Advisors
California
$791K +$28.8K +173 +4%
DWP
2044
Destiny Wealth Partners
Florida
$790K +$790K +4,740 New
MWS
2045
MFA Wealth Services
California
$788K +$788K +4,731 New
GWM
2046
GK Wealth Management
Nevada
$788K +$788K +4,729 New
SFS
2047
Security Financial Services
Indiana
$787K +$24.7K +148 +3%
BMM
2048
Buffington Mohr McNeal
Idaho
$786K
WCP
2049
Wick Capital Partners
Pennsylvania
$784K +$3.33K +20 +0.4%
PCA
2050
Prosperity Capital Advisors
Ohio
$781K +$32.2K +193 +4%