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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
2126
Brewin Dolphin Wealth Management
Ireland
$16K -$226K -3,082 -93%
GKIM
2127
GW&K Investment Management
Massachusetts
$16K +$7.03K +96 +70%
OCM
2128
Orion Capital Management
California
$15K
AW
2129
ACG Wealth
Georgia
$15K +$16K +219 New
LWA
2130
Lowe Wealth Advisors
Maryland
$14K
NC
2131
NewSquare Capital
Pennsylvania
$14K
SWM
2132
Selective Wealth Management
Virginia
$14K
WWP
2133
WR Wealth Planners
Missouri
$14K
PP
2134
Pacifica Partners
Canada
$13K -$4.54K -62 -24%
BAM
2135
Baldrige Asset Management
Pennsylvania
$13K
ARIS
2136
Advanced Research Investment Solutions
California
$12K
GWMI
2137
Guardian Wealth Management (Illinois)
Illinois
$12K
HWM
2138
HighMark Wealth Management
Minnesota
$12K +$73 +1 +0.6%
CMP
2139
Coston McIsaac & Partners
Maine
$12K +$12.7K +173 New
BFPW
2140
BOK Financial Private Wealth
Colorado
$11K -$568K -7,764 -98%
FIA
2141
FNY Investment Advisers
New York
$11K
NL
2142
NVWM LLC
Pennsylvania
$11K
SC
2143
Schubert & Co
Texas
$11K +$3.73K +51 +45%
MAM
2144
Marquette Asset Management
Minnesota
$10K -$73 -1 -0.7%
AFS
2145
Annapolis Financial Services
Maryland
$10K
BA
2146
Bellwether Advisors
Nebraska
$9K -$11.4K -156 -54%
CP
2147
Corbenic Partners
Pennsylvania
$9K
LSA
2148
Lansing Street Advisors
Pennsylvania
$9K
LK
2149
Lumbard & Kellner
New Hampshire
$9K +$9.22K +126 New
DEM
2150
Disciplined Equity Management
Florida
$9K +$9.37K +128 New

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.