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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
2251
AGF Investments LLC
Ontario, Canada
-$161K -2,299 Closed
PWM
2252
Prentice Wealth Management
New York
-$129K -1,841 Closed
COCM
2253
Charter Oak Capital Management
New Hampshire
-$126K -1,800 Closed
AIM
2254
Acropolis Investment Management
Missouri
-$105K -1,509 Closed
HC
2255
Hoese & Co
Minnesota
-$87K -1,250 Closed
1IA
2256
1834 Investment Advisors
Wisconsin
-$84K -1,205 Closed
CWM
2257
Curi Wealth Management
North Carolina
-$76K -1,081 Closed
FFC
2258
Fure Financial Corporation
Minnesota
-$71K -1,019 Closed
JPLA
2259
Joseph P. Lucia & Associates
New York
-$70K -995 Closed
HFS
2260
Heritage Financial Services
Massachusetts
-$67K -971 Closed
FA
2261
Fortis Advisors
Pennsylvania
-$44K -636 Closed
BFG
2262
Baron Financial Group
New Jersey
-$35.4K -507 Closed
AIP
2263
Ahrens Investment Partners
Louisiana
-$35K -501 Closed
Nomura Holdings
2264
Nomura Holdings
Japan
-$32K -457 Closed
SFG
2265
Steward Financial Group
Texas
-$23K -336 Closed
OA
2266
Operose Advisors
Wisconsin
-$21K -295 Closed
GKIM
2267
GW&K Investment Management
Massachusetts
-$16K -233 Closed
AW
2268
ACG Wealth
Georgia
-$15K -219 Closed
BI
2269
Bramshill Investments
Florida
-$7K -81 Closed
RIM
2270
Rockbridge Investment Management
New York
-$4.68K -67 Closed
MBFW
2271
Morton Brown Family Wealth
Pennsylvania
-$4K -57 Closed
AW
2272
Avion Wealth
Texas
-$2K -32 Closed
TWP
2273
TFO Wealth Partners
Ohio
-$2K -28 Closed

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.