We are live on ! Find out more
ORCL icon

Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2151
HHM Wealth Advisors
Tennessee
$85K
CWC
2152
Carolinas Wealth Consulting
North Carolina
$84.6K +$21K +276 +2%
EIM
2153
Essex Investment Management
Massachusetts
$82K
JIR
2154
James Investment Research
Ohio
$82K +$8.13K +107 +12%
NFSG
2155
Newbridge Financial Services Group
Florida
$80.9K +$70.8K +931 +1,578%
TFS
2156
TrustCore Financial Services
Tennessee
$79.3K -$8.89K -117 -11%
GFWA
2157
Grey Fox Wealth Advisors
Delaware
$78.8K +$73.3K +964 New
SC
2158
Sierra Capital
Florida
$78K -$532 -7 -0.7%
CSB
2159
City State Bank
Iowa
$78K
AAP
2160
Arax Advisory Partners
Colorado
$74.9K +$3.34K +44 +5%
CSPAM
2161
Cary Street Partners Asset Management
Virginia
$74.4K -$10.6K -140 -13%
HS
2162
Horan Securities
United States
$74K +$15.2K +200 +28%
GTCM
2163
Gyon Technologies Capital Management
New Jersey
$73.6K -$242K -3,180 -78%
FIA
2164
FNY Investment Advisers
New York
$71K -$382K -5,022 -85%
RTC
2165
Riverview Trust Company
Washington
$69K -$113K -1,482 -64%
EARNEST Partners
2166
EARNEST Partners
Georgia
$68.7K
MWM
2167
Mascoma Wealth Management
New Hampshire
$68.7K
SPWM
2168
Spartan Planning & Wealth Management
North Carolina
$67.2K +$62.5K +822 New
SCA
2169
Stuart Chaussee & Associates
California
$65.4K
TLCM
2170
Twin Lakes Capital Management
California
$65.4K
TAM
2171
Tucker Asset Management
Colorado
$64.3K
KLWA
2172
Kelly Lawrence W & Associates
California
$62.6K
TF
2173
TimeScale Financial
Massachusetts
$62K
RA
2174
Rise Advisors
New York
$61.6K +$228 +3 +0.4%
CWAF
2175
Core Wealth Advisors (Florida)
Florida
$61.3K

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.