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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 %
HFA
2076
High Falls Advisors
New York
$643K +$2.9K +17 +0.5%
PA
2077
Parkside Advisors
California
$642K – – –
GMFG
2078
Greater Midwest Financial Group
Minnesota
$641K -$1.36K -8 -0.2%
VBFG
2079
Vishria Bird Financial Group
Tennessee
$640K +$640K +3,753 New
SA
2080
Strategic Advisors
New York
$638K +$341 +2 +0.1%
FIBT
2081
First International Bank & Trust
North Dakota
$636K +$11.4K +67 +2%
NFA
2082
Northwest Financial Advisors
Virginia
$633K -$10.1K -59 -2%
SAF
2083
Smith Anglin Financial
Texas
$633K +$12.6K +74 +2%
RP
2084
Rowlandmiller & Partners
Georgia
$631K – – –
EGA
2085
E&G Advisors
Texas
$630K -$17K -100 -3%
CWA
2086
Canvas Wealth Advisors
Kansas
$629K +$78.9K +463 +14%
SDWMA
2087
Schneider Downs Wealth Management Advisors
Pennsylvania
$628K -$54.4K -319 -8%
XSC
2088
X-Square Capital
Puerto Rico
$628K +$628K +3,685 New
DPW
2089
DiNuzzo Private Wealth
Pennsylvania
$627K +$466K +2,733 +288%
WDC
2090
Woodward Diversified Capital
California
$627K +$26.1K +153 +4%
FI
2091
Financial Insights
Washington
$626K – – –
PP
2092
Patron Partners
Texas
$625K – – –
OCPWS
2093
One Charles Private Wealth Services
Massachusetts
$624K +$170 +1 +0%
VV
2094
Verity & Verity
South Carolina
$624K +$38.5K +226 +7%
CPM
2095
Connective Portfolio Management
New York
$624K +$624K +1,100 New
MPWS
2096
McCarter Private Wealth Services
Massachusetts
$624K +$624K +3,660 New
EAM
2097
Eukles Asset Management
Ohio
$623K -$60.3K -354 -9%
SFG
2098
Sovereign Financial Group
Connecticut
$622K -$2.39K -14 -0.4%
AIA
2099
Alera Investment Advisors
Illinois
$622K +$38.3K +225 +7%
CCG
2100
Ceeto Capital Group
Florida
$619K -$2.03M -11,900 -77%
82 83
84
85 86