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Oracle
ORCL

Overview Fund Activity

3,042 hedge funds and large institutions have $204B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 282 funds opening new positions, 1,206 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,042
Holders Change
+148
Holders Change %
+5.11%
% of All Funds
44%
Holding in Top 10
166
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.7%
% of All Funds
2.4%
New
282
Increased
1,206
Reduced
1,094
Closed
100
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.49B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
3
Franklin Resources
Franklin Resources
California
+$439M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$335M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$253M
4
IFP
Independent Franchise Partners
United Kingdom
-$252M
5
Fidelity International
Fidelity International
Bermuda
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2176
Aberdeen Wealth Management
Illinois
$566K -$55.4K -325 -9%
WSC
2177
Wellington Shields & Co
New York
$564K -$85.2K -500 -13%
VWM
2178
Vigilare Wealth Management
Arizona
$563K +$341 +2 +0.1%
PH
2179
Pinnacle Holdings
Oklahoma
$563K -$20.4K -120 -4%
MAM
2180
Mainsail Asset Management
Alabama
$562K – – –
PT
2181
Plimoth Trust
Massachusetts
$562K -$107K -625 -16%
RPGK
2182
Retirement Planning Group (Kansas)
Kansas
$559K +$46.5K +273 +9%
CWP
2183
Concord Wealth Partners
Virginia
$559K +$15.3K +90 +3%
CPC
2184
Consolidated Planning Corp
Georgia
$559K -$803K -4,715 -59%
CAC
2185
Core Alternative Capital
Georgia
$558K -$10.2K -60 -2%
RHP
2186
Royal Harbor Partners
Texas
$557K – – –
PA
2187
Probity Advisors
Texas
$557K -$8.52K -50 -2%
GSEP
2188
Golden State Equity Partners
California
$556K -$1.45M -8,515 -72%
HIC
2189
Hartline Investment Corp
Illinois
$554K – – –
MC
2190
Montag & Caldwell
Georgia
$552K – – –
KL
2191
KilterHowling LLC
Colorado
$551K +$341 +2 +0.1%
SP
2192
Stonebrook Private
Michigan
$550K +$28.6K +168 +5%
JWBC
2193
John W. Bristol & Co
New York
$550K – – –
BWA
2194
Burt Wealth Advisors
Maryland
$549K -$30.8K -181 -5%
CFSG
2195
Community Financial Services Group
Vermont
$549K -$2.22K -13 -0.4%
RAM
2196
Riggs Asset Management
Pennsylvania
$549K – – –
WI
2197
Wintrust Investments
Illinois
$548K -$5.23M -30,725 -91%
1WM
2198
1858 Wealth Management
Ohio
$548K +$95.4K +560 +21%
CFG
2199
Copley Financial Group
California
$546K +$546K +3,206 New
NCM
2200
Noesis Capital Mangement
Florida
$545K +$8.01K +47 +1%
86 87
88
89 90