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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
MS
2151
Mizuho Securities
Japan
$8K
TCM
2152
Tradewinds Capital Management
Washington
$7K -$1.33M -18,155 -99%
LFA
2153
Level Financial Advisors
New York
$7K
PWC
2154
PYA Waltman Capital
Tennessee
$7K
CMA
2155
Cedar Mountain Advisors
Oregon
$7K +$73 +1 +1%
BI
2156
Bramshill Investments
Florida
$7K +$5.93K +81 New
PP
2157
PFS Partners
New Jersey
$6.5K
DI
2158
Disciplined Investments
Oklahoma
$6K +$878 +12 +16%
UCB
2159
United Community Bank
South Carolina
$5.52K
NFSG
2160
Newbridge Financial Services Group
Florida
$5K -$46.2K -631 -89%
LPWM
2161
Lake Point Wealth Management
Texas
$5K
Q
2162
QVR
California
$5K +$5.49K +75 New
RIM
2163
Rockbridge Investment Management
New York
$4.68K -$59.5K -813 -92%
AR
2164
Apeiron RIA
Texas
$4.21K +$136K +1,858 +22%
TFM
2165
TFC Financial Management
Massachusetts
$4K -$14.6K -200 -78%
RCM
2166
Raleigh Capital Management
North Carolina
$4K -$2.12K -29 -32%
CFN
2167
Cordasco Financial Network
Florida
$4K
LIM
2168
Longfellow Investment Management
Massachusetts
$4K
SPWG
2169
Sage Private Wealth Group
Illinois
$4K
ST
2170
Sageworth Trust
Pennsylvania
$4K
MBFW
2171
Morton Brown Family Wealth
Pennsylvania
$4K +$4.17K +57 New
GA
2172
GoalVest Advisory
New York
$3K -$1.32K -18 -27%
CCM
2173
Cribstone Capital Management
Maine
$3K -$952 -13 -24%
CWA
2174
Carolina Wealth Advisors
South Carolina
$3K
HWM
2175
Horizons Wealth Management
North Carolina
$3K +$3.07K +42 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.