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Oracle

3,304 hedge funds and large institutions have $205B invested in Oracle in 2024 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 1,280 increasing their positions, 1,149 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,304
Holders Change
+262
Holders Change %
+8.61%
% of All Funds
43.98%
Holding in Top 10
152
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.43%
% of All Funds
2.02%
New
431
Increased
1,280
Reduced
1,149
Closed
115
Calls
$3.51B
Puts
$4.86B
Net Calls
-$1.35B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Shares
Change %
XSC
2226
X-Square Capital
Puerto Rico
$615K +$500 +3 +0.1%
SDWMA
2227
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K
RP
2228
Riverwater Partners
Wisconsin
$614K +$1.33K +8 +0.2%
AO
2229
Advisor OS
Illinois
$613K +$102K +612 +20%
FPL
2230
Fortress Private Ledger
North Carolina
$612K +$612K +3,673 New
WA
2231
Wealth Architects
California
$611K -$103K -620 -14%
FIBT
2232
First International Bank & Trust
North Dakota
$611K -$11.2K -67 -2%
HIMC
2233
Heritage Investors Management Corp
Maryland
$611K +$16.7K +100 +3%
DE
2234
Diversified Enterprises
Delaware
$610K +$80K +480 +15%
WF
2235
WoodTrust Financial
Wisconsin
$610K +$89.4K +536 +17%
MPWS
2236
McCarter Private Wealth Services
Massachusetts
$610K
GAM
2237
Gould Asset Management
California
$608K +$29.3K +176 +5%
NWM
2238
Northcape Wealth Management
New York
$607K -$68.3K -410 -10%
SFG
2239
Sovereign Financial Group
Connecticut
$605K -$3.67K -22 -0.6%
CCG
2240
Ceeto Capital Group
Florida
$605K
CCWM
2241
Correct Capital Wealth Management
Missouri
$605K +$16.3K +98 +3%
GA
2242
Goldstein Advisors
Wisconsin
$605K +$388K +2,331 +180%
IFA
2243
Index Fund Advisors
California
$605K
MMHP
2244
Murphy Middleton Hinkle & Parker
Georgia
$604K -$33.3K -200 -5%
TWM
2245
TriaGen Wealth Management
California
$603K
WPW
2246
Warther Private Wealth
Ohio
$603K +$10.5K +63 +2%
MA
2247
Mezzasalma Advisors
New Jersey
$602K +$114K +686 +23%
SIM
2248
SSI Investment Management
California
$601K -$500 -3 -0.1%
TWM
2249
TCFG Wealth Management
California
$599K -$44.7K -268 -7%
TC
2250
Trust Company
Kansas
$599K +$3.83K +23 +0.6%