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Oracle

2,349 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 842 increasing their positions, 938 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 92

46% more funds holding in top 10

Funds holding in top 10: 6798 (+31)

22% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.53B

15% more capital invested

Capital invested by funds: $94B → $108B (+$13.9B)

2% more funds holding

Funds holding: 2,2992,349 (+50)

1.69% more ownership

Funds ownership: 42.58%44.26% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 938

Holders
2,349
Holders Change
+50
Holders Change %
+2.17%
% of All Funds
37.43%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.56%
New
192
Increased
842
Reduced
938
Closed
92
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
JC
2126
Jentner Corp
Ohio
$209K +$197K +2,246 New
TW
2127
Transform Wealth
Colorado
$208K +$196K +2,236 New
FCCM
2128
First City Capital Management
Georgia
$208K -$55.1K -628 -22%
IA
2129
IFG Advisory
Georgia
$207K +$195K +2,229 New
CAC
2130
Certified Advisory Corp
Florida
$206K +$194K +2,216 New
LA
2131
LVW Advisors
New York
$206K +$194K +2,216 New
AWM
2132
Atticus Wealth Management
Florida
$206K +$54.9K +626 +39%
SIC
2133
Shoker Investment Counsel
Ohio
$205K +$194K +2,211 New
WP
2134
WealthPLAN Partners
Nebraska
$205K +$194K +2,207 New
CVM
2135
Cheviot Value Management
California
$203K +$192K +2,188 New
CG
2136
Clifford Group
Massachusetts
$203K +$192K +2,187 New
IA
2137
Insight Advisors
Pennsylvania
$203K -$87.5K -998 -31%
PAMG
2138
Patton Albertson Miller Group
Tennessee
$202K -$38.6K -440 -17%
BWA
2139
BlueSky Wealth Advisors
North Carolina
$201K +$190K +2,166 New
GC
2140
Gibson Capital
Pennsylvania
$201K +$190K +2,165 New
HGERS
2141
Householder Group Estate & Retirement Specialist
Arizona
$201K -$51.1K -583 -21%
LIM
2142
Lathrop Investment Management
Arkansas
$201K +$189K +2,161 New
TH
2143
TCTC Holdings
Texas
$201K +$38.7K +441 +26%
SWM
2144
Shelton Wealth Management
Texas
$200K +$189K +2,153 New
WHCI
2145
W.H. Cornerstone Investments
Massachusetts
$200K +$189K +2,156 New
NSG
2146
Nalls Sherbakoff Group
Tennessee
$197K +$191K +2,176 New
GWSG
2147
GPS Wealth Strategies Group
Colorado
$193K +$182K +2,076 New
BLC
2148
Brown, Lisle/Cummings
Rhode Island
$190K
FDCC
2149
Foster Dykema Cabot & Co
Massachusetts
$189K +$178K +2,032 New
DFCM
2150
Dark Forest Capital Management
Puerto Rico
$188K +$178K +2,028 New

ORCL Hedge Fund Activity: Q1 2023 in Review

2,349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2023, worth a combined $108B — up 15% from $94B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new ORCL positions and 92 closed out — a net gain of 100 holders — while 842 added to existing stakes and 938 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Norges Bank, cutting an estimated $505M.

  • 2,349 institutional investors held Oracle (ORCL) as of Q1 2023, up from 2,299 in Q4 2022.
  • Funds reported $108B of Oracle stock for Q1 2023, up 15% quarter-over-quarter.
  • 192 funds opened new Oracle positions in Q1 2023 and 92 closed out, a net change of +100 holders.
  • The largest Oracle buyer in Q1 2023 was JP Morgan Chase, an estimated $454M added.
  • The largest Oracle seller in Q1 2023 was Norges Bank, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2023.