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Oracle

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: 3767 (+30)

37% more capital invested

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

9% more funds holding

Funds holding: 2,1042,299 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
2051
Autus Asset Management
Arizona
$209K +$194K +2,554 New
WAG
2052
Wallace Advisory Group
California
$209K +$194K +2,553 New
IWA
2053
Inspirion Wealth Advisors
Illinois
$208K +$194K +2,547 New
WI
2054
WrapManager Inc
California
$208K +$193K +2,543 New
RWP
2055
Revolve Wealth Partners
New Jersey
$208K +$193K +2,543 New
SFM
2056
Signet Financial Management
New Jersey
$208K +$193K +2,542 New
SIM
2057
Stratos Investment Management
Ohio
$207K +$193K +2,538 New
MWP
2058
Meridian Wealth Partners
Pennsylvania
$207K +$193K +2,537 New
WTA
2059
Washington Trust Advisors
Massachusetts
$207K -$135K -1,771 -41%
SWIM
2060
Smallwood Wealth Investment Management
New Jersey
$207K -$68.7K -904 -26%
DA
2061
Dash Acquisitions
California
$207K +$192K +2,529 New
HTHT
2062
Hemenway Trust Hemenway Trust
New Hampshire
$207K +$192K +2,529 New
CFG
2063
Cooper Financial Group
California
$207K +$192K +2,527 New
STC
2064
Sarah T. Connolly
$206K +$192K +2,525 New
P
2065
&Partners
Tennessee
$205K -$107K -1,410 -36%
NJBEST
2066
New Jersey Better Educational Savings Trust
New Jersey
$204K +$190K +2,500 New
W
2067
Wealthquest
Ohio
$203K +$189K +2,485 New
WAM
2068
Werlinich Asset Management
Connecticut
$203K +$188K +2,480 New
BCMO
2069
Buckingham Capital Management (Ohio)
Ohio
$201K +$186K +2,454 New
FFA
2070
Farther Finance Advisors
California
$200K +$186K +2,451 New
JE
2071
JMAC Enterprises
Pennsylvania
$200K +$186K +2,451 New
WFS
2072
Widmann Financial Services
Maryland
$200K +$186K +2,448 New
SC
2073
Stephens Consulting
Michigan
$199K
WWM
2074
Wolff Wiese Magana
California
$197K -$34K -447 -16%
BSB
2075
Bangor Savings Bank
Maine
$197K -$7.22K -95 -4%

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.