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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 %
QFA
2051
Quantum Financial Advisors
California
$676K -$32.5K -191 -5%
GHA
2052
GW Henssler & Associates
Georgia
$675K -$60.2K -353 -8%
FWM
2053
Focused Wealth Management
New York
$674K +$341 +2 +0.1%
VCM
2054
Versant Capital Management
Arizona
$674K +$11.1K +65 +2%
SAW
2055
Signal Advisors Wealth
Michigan
$674K +$674K +3,956 New
EA
2056
Eclectic Associates
California
$672K +$5.11K +30 +0.8%
FWP
2057
FAS Wealth Partners
Kansas
$671K +$511 +3 +0.1%
MC
2058
McMorgan & Co
California
$671K – – –
LWM
2059
Lyell Wealth Management
California
$669K – – –
FP
2060
Financial Perspectives
Minnesota
$668K – – –
IWA
2061
IBEX Wealth Advisors
New Jersey
$666K -$988K -27,544 -60%
MGAM
2062
McGowan Group Asset Management
Texas
$663K +$170 +1 +0%
SCP
2063
Shorepoint Capital Partners
Massachusetts
$663K -$29K -170 -4%
LWMM
2064
Legacy Wealth Management (Mississippi)
Mississippi
$661K +$368K +2,160 +126%
TWM
2065
TCFG Wealth Management
California
$659K +$659K +3,865 New
MCM
2066
Monarch Capital Management
Indiana
$658K +$64.1K +376 +11%
CAGAS
2067
Capital Advisory Group Advisory Services
Minnesota
$656K -$34.1K -200 -5%
SB
2068
Sunflower Bank
Texas
$656K -$5.45K -32 -0.8%
V
2069
ViaWealth
Kansas
$655K +$511 +3 +0.1%
KA
2070
KLCM Advisors
Wisconsin
$654K +$29.5K +173 +5%
RBC
2071
Roble Belko & Company
Pennsylvania
$652K – – –
MMHP
2072
Murphy Middleton Hinkle & Parker
Georgia
$652K +$44.6K +262 +7%
SLC
2073
Second Line Capital
Louisiana
$650K +$9.88K +58 +2%
AWA
2074
Alta Wealth Advisors
Massachusetts
$645K +$205K +1,203 +47%
MSF
2075
Mustard Seed Financial
Arkansas
$644K +$170 +1 +0%
81 82
83
84 85