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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 %
CWA
2126
Consilium Wealth Advisory
Texas
$603K +$603K +3,537 New
CCWM
2127
Correct Capital Wealth Management
Missouri
$602K +$47.9K +281 +9%
AWM
2128
Aviso Wealth Management
Washington
$600K +$25K +147 +4%
BWP
2129
Baldwin Wealth Partners
Massachusetts
$599K +$18.1K +106 +3%
KC
2130
Kingfisher Capital
North Carolina
$599K +$1.53K +9 +0.3%
PCG
2131
PFC Capital Group
California
$598K +$21.3K +125 +4%
GA
2132
Greenspring Advisors
Maryland
$598K +$215K +1,261 +56%
CFCI
2133
Comprehensive Financial Consultants Institutional
Indiana
$597K – – –
JBA
2134
Johnson Bixby & Associates
Washington
$596K +$17K +100 +3%
B
2135
Bellecapital
Switzerland
$596K – – –
PWMG
2136
Pinnacle Wealth Management Group
Michigan
$596K – – –
TDC
2137
Thompson Davis & Co
Virginia
$595K +$229K +1,344 +63%
PA
2138
PFG Advisors
Arizona
$594K -$56.6K -332 -9%
VIM
2139
Vista Investment Management
Pennsylvania
$594K -$64.9K -381 -10%
PPP
2140
Private Portfolio Partners
New Jersey
$593K +$593K +3,481 New
GRQ
2141
Gardner Russo & Quinn
Pennsylvania
$592K – – –
GAM
2142
Gould Asset Management
California
$592K -$67.1K -394 -10%
MCM
2143
MV Capital Management
Maryland
$591K +$267K +1,566 +82%
NCTC
2144
New Covenant Trust Company
Indiana
$590K – – –
PCMC
2145
Private Capital Management (Colorado)
Colorado
$589K +$134K +788 +30%
WCM
2146
Windsor Capital Management
Arizona
$589K +$511 +3 +0.1%
EL
2147
EWA LLC
Pennsylvania
$589K +$14.4K +77 +3%
CPIA
2148
Cornell Pochily Investment Advisors
New York
$588K -$17K -100 -3%
RRA
2149
Round Rock Advisors
Connecticut
$587K – – –
OPA
2150
Old Port Advisors
Maine
$586K +$37.2K +218 +7%
84 85
86
87 88