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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 %
BC
2101
Bridgefront Capital
Texas
$619K +$619K +3,630 New
IFA
2102
Index Fund Advisors
California
$618K – – –
OIM
2103
Orca Investment Management
Oregon
$617K -$65.1K -382 -10%
TWM
2104
TriaGen Wealth Management
California
$617K – – –
RP
2105
Riverwater Partners
Wisconsin
$617K -$3.35K -20 -0.5%
CFA
2106
Cahill Financial Advisors
Minnesota
$616K +$58.3K +342 +10%
MPM
2107
Meritage Portfolio Management
Kansas
$615K +$11.6K +68 +2%
SIM
2108
SSI Investment Management
California
$615K -$341 -2 -0.1%
ECM
2109
Estabrook Capital Management
New York
$615K – – –
WRPWM
2110
Werba Rubin Papier Wealth Management
California
$612K +$98.3K +577 +19%
SWA
2111
SFMG Wealth Advisors
Texas
$612K +$8.52K +50 +1%
1WM
2112
1900 Wealth Management
Texas
$611K -$6.14K -36 -1%
UAG
2113
United Advisor Group
Ohio
$610K +$610K +3,578 New
NL
2114
Navalign LLC
California
$609K +$341 +2 +0.1%
IPW
2115
Invictus Private Wealth
Colorado
$609K +$6.13K +36 +1%
FVWA
2116
Foster Victor Wealth Advisors
South Carolina
$609K -$82.5K -463 -12%
TC
2117
Trust Company
Kansas
$609K -$281K -1,648 -32%
SFC
2118
SYM Financial Corp
Indiana
$608K +$7.84K +46 +1%
HIMC
2119
Heritage Investors Management Corp
Maryland
$607K -$21.3K -125 -3%
HWMC
2120
Heritage Wealth Management (California)
California
$607K -$170 -1 -0%
WPW
2121
Warther Private Wealth
Ohio
$606K – – –
KIM
2122
Karpus Investment Management
New York
$605K – – –
CWM
2123
Concentrum Wealth Management
California
$605K +$1.7K +10 +0.3%
KNW
2124
Kesler Norman & Wride
Utah
$605K +$605K +3,547 New
LWM
2125
Laidlaw Wealth Management
New York
$603K -$5.45K -32 -0.9%
83 84
85
86 87