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Oracle

2,790 hedge funds and large institutions have $148B invested in Oracle in 2024 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 1,080 increasing their positions, 1,045 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,790
Holders Change
+113
Holders Change %
+4.22%
% of All Funds
40.44%
Holding in Top 10
107
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+33.75%
% of All Funds
1.55%
New
286
Increased
1,080
Reduced
1,045
Closed
136
Calls
$3.62B
Puts
$3.05B
Net Calls
+$572M
Net Calls Change
+$728M
Name Holding Trade Value Shares
Change
Shares
Change %
AFAS
2201
Acorn Financial Advisory Services
Virginia
$349K -$74.7K -595 -18%
WPA
2202
West Paces Advisors
Georgia
$349K +$5.28K +42 +2%
RWB
2203
RMR Wealth Builders
New Jersey
$349K +$349K +2,782 New
FRA
2204
Front Row Advisors
California
$348K +$210K +1,671 +152%
EWM
2205
Executive Wealth Management
Michigan
$348K -$1.88K -15 -0.5%
IIC
2206
Ironwood Investment Counsel
Arizona
$347K +$347K +2,766 New
EL
2207
Essex LLC
Illinois
$347K +$251 +2 +0.1%
NEWAS
2208
N.E.W. Advisory Services
Wisconsin
$347K +$4.4K +35 +1%
EFG
2209
Embree Financial Group
Illinois
$347K +$36.1K +287 +12%
SGCA
2210
Steel Grove Capital Advisors
Tennessee
$347K +$347K +2,762 New
RWMH
2211
Riverpoint Wealth Management Holdings
Illinois
$347K +$1.13K +9 +0.3%
IWP
2212
IAG Wealth Partners
Wisconsin
$346K
AO
2213
Advisor OS
Illinois
$344K -$5.9K -47 -2%
LSC
2214
Lesa Sroufe & Co
Washington
$344K
SCP
2215
Sivia Capital Partners
California
$344K +$7.03K +56 +2%
TBC
2216
Ted Buchan & Co
California
$344K
AGC
2217
Aspen Grove Capital
Colorado
$341K -$8.42K -67 -2%
KWM
2218
Kolinsky Wealth Management
New Jersey
$341K -$126K -1,005 -27%
ICM
2219
IMS Capital Management
Oregon
$341K
HI
2220
Humankind Investments
New York
$339K +$37.1K +295 +12%
SWIM
2221
Smallwood Wealth Investment Management
New Jersey
$338K +$377 +3 +0.1%
PAWA
2222
Palo Alto Wealth Advisors
California
$338K
THL
2223
Tillman Hartley LLC
Colorado
$337K
AIM
2224
Athena Investment Management
California
$337K
CASB
2225
Cape Ann Savings Bank
Massachusetts
$337K +$337K +2,679 New