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Oracle
ORCL

2,349 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 842 increasing their positions, 938 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 92

46% more funds holding in top 10

Funds holding in top 10: 67 → 98 (+31)

22% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.53B

15% more capital invested

Capital invested by funds: $94B → $108B (+$13.9B)

2% more funds holding

Funds holding: 2,299 → 2,349 (+50)

1.69% more ownership

Funds ownership: 42.58% → 44.26% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 938

Holders
2,349
Holders Change
+50
Holders Change %
+2.17%
% of All Funds
37.43%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.56%
New
192
Increased
842
Reduced
938
Closed
92
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$266M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$454M
2
Capital World Investors
Capital World Investors
California
+$361M
3
Goldman Sachs
Goldman Sachs
New York
+$348M
4
PI
Putnam Investments
Massachusetts
+$321M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$232M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$505M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$285M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$282M
4
N
Nuveen
North Carolina
-$172M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2226
Rise Advisors
New York
$70.7K +$702 +8 +1%
CWAF
2227
Core Wealth Advisors (Florida)
Florida
$69.7K – – –
BWAM
2228
Boyd Watterson Asset Management
Ohio
$66.8K – – –
TIM
2229
Tortoise Investment Management
New York
$60.2K – – –
ONST
2230
Old North State Trust
North Carolina
$60K – – –
RFG
2231
RFP Financial Group
Georgia
$58.5K -$189K -2,150 -77%
GCM
2232
Gables Capital Management
Florida
$57.6K +$1.05K +12 +2%
DAC
2233
Dividend Assets Capital
South Carolina
$57K – – –
OIS
2234
Okabena Investment Services
Minnesota
$56.7K – – –
TCWA
2235
Ten Capital Wealth Advisors
Washington
$56.5K – – –
ARS
2236
Adirondack Retirement Specialists
New York
$56.4K – – –
MIA
2237
Milestone Investment Advisors
Wisconsin
$55.8K +$52.6K +600 New
CC
2238
Centiva Capital
New York
$55K +$51.9K +592 New
DWA
2239
Delos Wealth Advisors
Texas
$54.8K – – –
FCT
2240
First Community Trust
Iowa
$54.2K – – –
BHWM
2241
Bay Harbor Wealth Management
Maryland
$50.7K +$47.9K +546 New
DIP
2242
DT Investment Partners
Pennsylvania
$49.9K – – –
AIP
2243
Ahrens Investment Partners
Louisiana
$48.8K +$46.1K +526 New
PFA
2244
Pathway Financial Advisers
Indiana
$47.8K +$88 +1 +0.2%
HF
2245
Halpern Financial
Virginia
$46.5K – – –
ICM
2246
Islay Capital Management
Texas
$46.5K – – –
MSFP
2247
Mark Sheptoff Financial Planning
Connecticut
$46.5K – – –
Commonwealth Equity Services
2248
Commonwealth Equity Services
Massachusetts
$46.4K -$2.64M -30,059 -6%
CP
2249
Castleview Partners
Texas
$45.2K – – –
FWA
2250
FSC Wealth Advisors
New York
$44.3K – – –
88 89
90
91 92

ORCL Hedge Fund Activity: Q1 2023 in Review

2,349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2023, worth a combined $108B — up 15% from $94B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new ORCL positions and 92 closed out — a net gain of 100 holders — while 842 added to existing stakes and 938 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Norges Bank, cutting an estimated $505M.

  • 2,349 institutional investors held Oracle (ORCL) as of Q1 2023, up from 2,299 in Q4 2022.
  • Funds reported $108B of Oracle stock for Q1 2023, up 15% quarter-over-quarter.
  • 192 funds opened new Oracle positions in Q1 2023 and 92 closed out, a net change of +100 holders.
  • The largest Oracle buyer in Q1 2023 was JP Morgan Chase, an estimated $454M added.
  • The largest Oracle seller in Q1 2023 was Norges Bank, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2023.