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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 %
MSWM
2126
Mowery & Schoenfeld Wealth Management
Illinois
$700K +$602K +3,615 +615%
WMA
2127
West Michigan Advisors
Michigan
$700K -$164K -982 -19%
BDWCC
2128
B&D White Capital Company
Texas
$700K +$700K +4,200 New
WG
2129
Wealth Group
North Carolina
$698K +$13.2K +79 +2%
SSWM
2130
Smith Salley Wealth Management
North Carolina
$697K +$11.8K +71 +2%
MCM
2131
Mengis Capital Management
Oregon
$696K +$33.3K +200 +5%
RP
2132
Rowlandmiller & Partners
Georgia
$694K +$76.7K +460 +12%
AL
2133
ADE LLC
Maryland
$693K
FWM
2134
Forza Wealth Management
Florida
$691K +$8.83K +53 +1%
HWMG
2135
Hurlow Wealth Management Group
Indiana
$691K +$11.7K +70 +2%
FFG
2136
Frisch Financial Group
New York
$691K +$999 +6 +0.1%
MQWP
2137
Morey & Quinn Wealth Partners
Nebraska
$690K +$690K +4,139 New
ACS
2138
Archford Capital Strategies
Illinois
$688K -$256K -1,534 -27%
AW
2139
Alteri Wealth
California
$686K +$686K +4,119 New
OFA
2140
Onyx Financial Advisors
Idaho
$686K +$1.5K +9 +0.2%
S
2141
SimplyRich
California
$685K
CCFCSB
2142
Cape Cod Five Cents Savings Bank
Massachusetts
$684K
EGA
2143
E&G Advisors
Texas
$683K +$66.7K +400 +11%
SP
2144
Stonebrook Private
Michigan
$683K +$145K +871 +27%
MHR
2145
Matthew Hamilton Rosenberg
$682K -$5.67K -34 -0.8%
PWP
2146
Prasad Wealth Partners
Ohio
$682K +$682K +4,090 New
CWA
2147
Canvas Wealth Advisors
Kansas
$681K +$66K +396 +11%
MC
2148
Middleton & Co
Massachusetts
$681K -$11.7K -70 -2%
ALA
2149
Atlas Legacy Advisors
California
$681K +$681K +4,084 New
MF
2150
Manuka Financial
Virginia
$679K +$679K +4,074 New