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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 %
LSC
2301
Lesa Sroufe & Co
Washington
$466K – – –
VCWA
2302
Vanguard Capital Wealth Advisors
Colorado
$466K -$882K -5,178 -65%
ASFA
2303
All Season Financial Advisors
Colorado
$465K -$8.86K -52 -2%
SCA
2304
Stokes Capital Advisors
South Carolina
$465K +$465K +2,728 New
BBPWM
2305
Blue Bell Private Wealth Management
Pennsylvania
$464K +$14.1K +83 +3%
GWSG
2306
GPS Wealth Strategies Group
Colorado
$464K +$12.3K +72 +3%
SIC
2307
Shoker Investment Counsel
Ohio
$463K +$1.02K +6 +0.2%
ICM
2308
IMS Capital Management
Oregon
$462K – – –
OA
2309
Oxbow Advisors
Texas
$462K +$8.18K +48 +2%
GFA
2310
Gallagher Fiduciary Advisors
Illinois
$460K -$68.2K -400 -13%
CWM
2311
Cahaba Wealth Management
Georgia
$459K +$4.26K +25 +0.9%
SL
2312
Summitry LLC
California
$458K +$458K +2,687 New
OWA
2313
ORBA Wealth Advisors
Illinois
$457K – – –
THL
2314
Tillman Hartley LLC
Colorado
$457K – – –
EC
2315
EdgeRock Capital
Colorado
$456K +$338K +1,983 +287%
CPA
2316
Capital Performance Advisors
California
$455K +$206K +1,208 +82%
HIA
2317
HTG Investment Advisors
Connecticut
$455K -$91.7K -538 -17%
PB
2318
Pinnacle Bancorp
Nebraska
$455K +$28.5K +167 +7%
WPA
2319
West Paces Advisors
Georgia
$454K -$20.1K -118 -4%
TCWA
2320
Turtle Creek Wealth Advisors
Texas
$454K +$35.6K +209 +9%
PHAM
2321
Palisades Hudson Asset Management
Florida
$453K – – –
TFIPS
2322
Towarzystwo Funduszy Inwestycyjnych PZU SA
$452K +$20.4K +120 +5%
MWM
2323
Marietta Wealth Management
Georgia
$449K – – –
COCM
2324
Charter Oak Capital Management
New Hampshire
$449K +$176K +1,033 +65%
FC
2325
Family CFO
California
$448K – – –
91 92
93
94 95