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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
DWP
2176
Destiny Wealth Partners
Florida
$59.9K +$19.9K +262 +56%
BWAM
2177
Boyd Watterson Asset Management
Ohio
$58.8K +$54.6K +719 New
AWM
2178
Abound Wealth Management
Tennessee
$57.8K -$17.9K -235 -25%
DAC
2179
Dividend Assets Capital
South Carolina
$57K
ONST
2180
Old North State Trust
North Carolina
$53K
TIM
2181
Tortoise Investment Management
New York
$53K +$912 +12 +2%
CWM
2182
Cedar Wealth Management
California
$52.3K
DF
2183
DecisionPoint Financial
Arizona
$51.1K +$47.5K +625 New
OIS
2184
Okabena Investment Services
Minnesota
$49.9K
TCWA
2185
Ten Capital Wealth Advisors
Washington
$49.7K -$3.5K -46 -7%
GCM
2186
Gables Capital Management
Florida
$49.7K
ARS
2187
Adirondack Retirement Specialists
New York
$49K
FWA
2188
Freedom Wealth Alliance
Wisconsin
$49K +$45.6K +600 New
MS
2189
Marshall & Sullivan
Washington
$49K +$45.6K +600 New
DWA
2190
Delos Wealth Advisors
Texas
$48.2K
FCT
2191
First Community Trust
Iowa
$48K +$13.9K +183 +46%
CTB
2192
Country Trust Bank
Illinois
$43.7K -$19.5K -256 -32%
DIP
2193
DT Investment Partners
Pennsylvania
$43K
PFA
2194
Pathway Financial Advisers
Indiana
$41.9K +$39K +513 New
SIM
2195
Studio Investment Management
Illinois
$41.9K +$38.9K +512 New
AWM
2196
Activest Wealth Management
Florida
$41.7K +$152 +2 +0.4%
HF
2197
Halpern Financial
Virginia
$40.9K
MSFP
2198
Mark Sheptoff Financial Planning
Connecticut
$40.9K
ICM
2199
Islay Capital Management
Texas
$40.9K +$7.6K +100 +25%
CP
2200
Castleview Partners
Texas
$39.7K

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.