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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
LFA
2201
Legend Financial Advisors
Pennsylvania
$39.6K +$21.2K +279 +135%
FWA
2202
FSC Wealth Advisors
New York
$39K
TAIM
2203
TD Ameritrade Investment Management
Nebraska
$38K -$3.8K -50 -10%
PA
2204
PSI Advisors
Florida
$36.5K +$76 +1 +0.2%
EL
2205
EMFO LLC
Florida
$36.3K
TLA
2206
Tanglewood Legacy Advisors
Texas
$35.4K +$32.9K +433 New
LB
2207
Legacy Bridge
Iowa
$35.1K
OLVIG
2208
Oliver Lagore Vanvalin Investment Group
Michigan
$34.3K -$8.97K -118 -22%
JMF
2209
Johnson Midwest Financial
Iowa
$34K +$76 +1 +0.2%
AWM
2210
Accel Wealth Management
Iowa
$33.7K +$6.54K +86 +26%
TFP
2211
Tilia Fiduciary Partners
North Carolina
$33.2K
UIA
2212
Ulland Investment Advisors
Minnesota
$33K
CM
2213
Cornerstone Management
Georgia
$32.9K
PP
2214
Pacifica Partners
Canada
$32.5K
BGC
2215
Beutel, Goodman & Co
Ontario, Canada
$32K
CT
2216
Clearstead Trust
Maine
$32K
CPA
2217
Cowen Prime Advisors
New York
$32K
EA
2218
Evolution Advisers
Virginia
$31K
CJL
2219
Cyrus J. Lawrence
New York
$30K +$28.3K +372 New
TCA
2220
Trifecta Capital Advisors
Illinois
$30K +$27.9K +367 New
WOSD
2221
WFA of San Diego
California
$29.4K +$27.3K +359 New
Cohen & Steers
2222
Cohen & Steers
New York
$29K
CPG
2223
Cornerstone Planning Group
New Jersey
$27.9K +$24.7K +325 New
SFG
2224
Steward Financial Group
Texas
$27K +$25.5K +336 New
IAS
2225
IMA Advisory Services
Colorado
$26.8K

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.