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Oracle

3,201 hedge funds and large institutions have $169B invested in Oracle in 2025 Q1 according to their latest regulatory filings, with 215 funds opening new positions, 1,406 increasing their positions, 1,189 reducing their positions, and 249 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,201
Holders Change
-103
Holders Change %
-3.12%
% of All Funds
43.48%
Holding in Top 10
99
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-34.87%
% of All Funds
1.34%
New
215
Increased
1,406
Reduced
1,189
Closed
249
Calls
$3.84B
Puts
$4.11B
Net Calls
-$271M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
2126
Birch Capital Management
Texas
$601K -$67K -479 -10%
HWA
2127
HHM Wealth Advisors
Tennessee
$600K +$38.2K +273 +7%
LPAM
2128
Lodestar Private Asset Management
California
$600K -$19.4K -139 -3%
CA
2129
CGN Advisors
Kansas
$599K +$42.9K +307 +8%
R
2130
Rebalance
California
$599K +$32.9K +235 +6%
XSC
2131
X-Square Capital
Puerto Rico
$598K +$82K +586 +16%
AWM
2132
Arista Wealth Management
Nevada
$598K -$1.4K -10 -0.2%
FPW
2133
Fairvoy Private Wealth
Alabama
$597K +$1.68K +12 +0.3%
IF
2134
Ironwood Financial
Arizona
$597K
SRCM
2135
Signature Resources Capital Management
California
$595K +$1.26K +9 +0.2%
CRIG
2136
Charter Research & Investment Group
Connecticut
$594K
BAM
2137
Broyhill Asset Management
North Carolina
$593K
SCM
2138
Stonehearth Capital Management
Massachusetts
$593K +$234K +1,675 +65%
MPWS
2139
McCarter Private Wealth Services
Massachusetts
$592K +$80.4K +575 +16%
MSWM
2140
Mowery & Schoenfeld Wealth Management
Illinois
$590K +$2.8K +20 +0.5%
WG
2141
Wealth Group
North Carolina
$590K +$4.75K +34 +0.8%
VI
2142
Versor Investments
New York
$590K +$590K +4,220 New
SCP
2143
Shorepoint Capital Partners
Massachusetts
$588K -$39.1K -280 -6%
CWMK
2144
Caliber Wealth Management (Kansas)
Kansas
$584K +$584K +4,179 New
ATI
2145
Act Two Investors
California
$584K -$290K -2,075 -33%
PPH
2146
Pure Portfolios Holdings
Oregon
$584K -$71.4K -511 -11%
FWM
2147
Forza Wealth Management
Florida
$584K +$3.5K +25 +0.6%
AL
2148
ADE LLC
Maryland
$581K
TWP
2149
Tyche Wealth Partners
Texas
$581K +$23.1K +165 +4%
RTL
2150
Red Tortoise LLC
Georgia
$580K -$21.9K -157 -4%