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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2276
Werlinich Asset Management
Connecticut
-$232K -2,800 Closed
RRCM
2277
Rappaport Reiches Capital Management
Illinois
-$231K -2,792 Closed
CBA
2278
Coastal Bridge Advisors
Connecticut
-$231K -2,786 Closed
EA
2279
Emerald Advisors
Washington
-$228K -2,761 Closed
LWMG
2280
Levy Wealth Management Group
Pennsylvania
-$226K -2,737 Closed
FCBT
2281
First Citizens Bank & Trust
North Carolina
-$226K -2,734 Closed
BCMO
2282
Buckingham Capital Management (Ohio)
Ohio
-$224K -2,710 Closed
MWA
2283
Meridian Wealth Advisors
Texas
-$224K -2,710 Closed
LAM
2284
Lynch Asset Management
Pennsylvania
-$223K -2,700 Closed
NCM
2285
Northwest Capital Management
Oregon
-$223K -2,700 Closed
IWA
2286
Inspirion Wealth Advisors
Illinois
-$223K -2,697 Closed
PAMG
2287
Patton Albertson Miller Group
Tennessee
-$223K -2,692 Closed
CCM
2288
Carlson Capital Management
Minnesota
-$223K -2,690 Closed
MIH
2289
Meitav Investment House
Israel
-$222K -2,688 Closed
DA
2290
Dash Acquisitions
California
-$222K -2,686 Closed
WCP
2291
Wick Capital Partners
Pennsylvania
-$221K -2,666 Closed
EWP
2292
Engrave Wealth Partners
Texas
-$220K -2,657 Closed
CMS
2293
Capital Market Strategies
Florida
-$219K -2,648 Closed
DPI
2294
Diversified Portfolios Inc
Michigan
-$218K -2,634 Closed
AIFAIM
2295
American Institute for Advanced Investment Management
Arizona
-$217K -2,622 Closed
OHWP
2296
Oak Harbor Wealth Partners
North Carolina
-$215K -2,603 Closed
WCG
2297
Weaver Consulting Group
California
-$215K -2,598 Closed
JF
2298
JSF Financial
California
-$215K -2,595 Closed
HNWA
2299
Henrickson Nauta Wealth Advisors
Michigan
-$213K -2,569 Closed
FFG
2300
Ford Financial Group
California
-$211K -2,562 Closed

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.