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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 %
FP
2076
Financial Perspectives
Minnesota
$756K +$102K +615 +16%
AWM
2077
Accredited Wealth Management
Kentucky
$753K +$753K +4,518 New
MEG
2078
Millstone Evans Group
Colorado
$753K +$753K +4,517 New
VCM
2079
Versant Capital Management
Arizona
$750K +$90.7K +544 +14%
BI
2080
Bramshill Investments
Florida
$750K +$83.3K +500 +13%
KIM
2081
Kane Investment Management
California
$749K +$749K +4,497 New
CCM
2082
Chilton Capital Management
Texas
$748K -$52K -312 -6%
SCP
2083
Shorepoint Capital Partners
Massachusetts
$748K +$100K +600 +15%
EAM
2084
Empirical Asset Management
Massachusetts
$748K +$182K +3,761 +32%
EFG
2085
Ethos Financial Group
Pennsylvania
$747K +$185K +1,113 +33%
ACM
2086
Armbruster Capital Management
New York
$746K
CH
2087
Cromwell Holdings
Wyoming
$746K
FCG
2088
Fielder Capital Group
Tennessee
$746K -$500 -3 -0.1%
PWA
2089
Phoenix Wealth Advisors
North Carolina
$746K +$3.5K +21 +0.5%
TSWM
2090
Tyler-Stone Wealth Management
Ohio
$746K +$20.3K +122 +3%
BHWM
2091
Bar Harbor Wealth Management
New Hampshire
$746K -$14.7K -88 -2%
HCP
2092
Hexagon Capital Partners
Arkansas
$744K +$245K +1,471 +49%
TC
2093
Trilogy Capital
California
$741K +$8K +48 +1%
AFG
2094
Allegheny Financial Group
Pennsylvania
$738K -$57.2K -343 -7%
LPAM
2095
Lodestar Private Asset Management
California
$738K -$9.17K -55 -1%
BI
2096
Ballast Inc
Kentucky
$737K -$333 -2 -0%
BWM
2097
Birchcreek Wealth Management
Ohio
$735K
WDA
2098
Wendell David Associates
New Hampshire
$735K
HWA
2099
Heartwood Wealth Advisors
Virginia
$732K
BFA
2100
Beacon Financial Advisory
Ohio
$731K +$16K +96 +2%