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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 %
BC
2201
Brio Consultants
California
$544K +$33.7K +198 +7%
PNAA
2202
Pictet North America Advisors
Switzerland
$544K – – –
BPFA
2203
Barnes Pettey Financial Advisors
Mississippi
$543K – – –
NWA
2204
New World Advisors
Massachusetts
$542K +$542K +3,183 New
AW
2205
Atlas Wealth
Ohio
$542K -$542K -3,182 -50%
D
2206
Diversified
Delaware
$542K +$1.02K +6 +0.2%
DE
2207
Diversified Enterprises
Delaware
$542K +$542K +3,182 New
GC
2208
Gilbert & Cook
Iowa
$541K +$852 +5 +0.2%
MKA
2209
M. Kulyk & Associates
Georgia
$540K -$24.5K -144 -4%
CIM
2210
Contravisory Investment Management
Massachusetts
$539K +$536K +3,144 +14,291%
SDH
2211
Sloy Dahl & Holst
Washington
$538K – – –
MWA
2212
Meridian Wealth Advisors
Texas
$538K +$52.5K +308 +11%
SIS
2213
Sound Income Strategies
Florida
$538K +$95.6K +561 +22%
AA
2214
Advisory Alpha
Michigan
$538K +$231K +1,354 +75%
DTL
2215
Dynamic Technology Lab
Singapore
$538K -$582K -3,418 -52%
WCF
2216
West Coast Financial
California
$537K – – –
WP
2217
WealthPLAN Partners
Nebraska
$537K -$48.6K -285 -8%
MHIC
2218
Marble Harbor Investment Counsel
Massachusetts
$537K – – –
GEA
2219
Glen Eagle Advisors
New Jersey
$536K +$170 +1 +0%
MAG
2220
M3 Advisory Group
Massachusetts
$534K +$3.75K +22 +0.7%
GJIA
2221
Glass Jacobson Investment Advisors
Maryland
$533K +$165K +968 +45%
HPM
2222
Hoxton Planning & Management
West Virginia
$533K -$26.1K -153 -5%
FBT
2223
First Bank & Trust
South Dakota
$533K -$10.6K -62 -2%
WF
2224
WoodTrust Financial
Wisconsin
$532K -$179K -1,052 -25%
CPRC
2225
Consolidated Portfolio Review Corp
New York
$532K -$13.6K -80 -2%
87 88
89
90 91