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Oracle
ORCL

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$580M
2
BlackRock
BlackRock
New York
+$573M
3
UBS AM
UBS AM
Illinois
+$392M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$383M
5
Northern Trust
Northern Trust
Illinois
+$363M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$617M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$415M
3
IAIM
International Assets Investment Management
Florida
-$341M
4
Marshall Wace
Marshall Wace
United Kingdom
-$338M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCTC
2301
New Covenant Trust Company
Indiana
$550K -$34.2K -205 -6%
SPWM
2302
Spartan Planning & Wealth Management
North Carolina
$550K +$550K +3,299 New
TAM
2303
Townsend Asset Management
North Carolina
$547K -$17.5K -105 -3%
RHP
2304
Royal Harbor Partners
Texas
$545K – – –
WC
2305
Wexford Capital
Florida
$545K +$224K +1,346 +70%
IA
2306
IFG Advisory
Georgia
$544K +$544K +3,266 New
FFA
2307
Florida Financial Advisors
Florida
$544K +$332K +1,991 +156%
RFW
2308
Rainier Family Wealth
Washington
$544K +$544K +3,264 New
AFAS
2309
Acorn Financial Advisory Services
Virginia
$544K +$82.6K +496 +18%
CAWM
2310
Capital A Wealth Management
Pennsylvania
$543K +$543K +3,261 New
MAG
2311
M3 Advisory Group
Massachusetts
$542K +$20K +120 +4%
HIC
2312
Hartline Investment Corp
Illinois
$542K – – –
PCG
2313
PFC Capital Group
California
$541K -$43.8K -263 -7%
MC
2314
Montag & Caldwell
Georgia
$540K – – –
WFA
2315
Wade Financial Advisory
California
$540K -$21.7K -130 -4%
IPW
2316
Impact Partnership Wealth
Georgia
$539K +$20.5K +123 +4%
AWM
2317
AllSquare Wealth Management
New York
$538K -$20K -120 -4%
MFF
2318
Michels Family Financial
Texas
$538K +$538K +3,226 New
RAM
2319
Riggs Asset Management
Pennsylvania
$537K – – –
CFSG
2320
Community Financial Services Group
Vermont
$537K – – –
CWP
2321
Concord Wealth Partners
Virginia
$537K -$9.5K -57 -2%
HAM
2322
Hickory Asset Management
Ohio
$536K +$536K +3,217 New
SFG
2323
Snider Financial Group
Washington
$536K +$38.7K +232 +8%
GC
2324
Gilbert & Cook
Iowa
$536K +$7.17K +43 +1%
MWA
2325
Meridian Wealth Advisors
Texas
$535K +$8.17K +49 +2%
91 92
93
94 95