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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
WFA
2326
Wellspring Financial Advisors
Ohio
-$128K -1,545 Closed
ACM
2327
Aquatic Capital Management
Illinois
-$108K -1,300 Closed
PWP
2328
Pursue Wealth Partners
California
-$102K -1,249 Closed
PAG
2329
Paladin Advisory Group
Iowa
-$71.6K -978 Closed
CSIA
2330
Carl Stuart Investment Advisor
Texas
-$745K -900 Closed
ED
2331
Exane Derivatives
France
-$58.2K -703 Closed
FFWM
2332
Future Financial Wealth Management
Ohio
-$52K -625 Closed
HIM
2333
Hillsdale Investment Management
Ontario, Canada
-$35K -422 Closed
LSA
2334
Leonteq Securities AG
Switzerland
-$27.9K -337 Closed
BI
2335
Blooom Inc
Kansas
-$207K -307 Closed
SP
2336
SWS Partners
Ohio
-$24K -285 Closed
MAM
2337
McCarthy Asset Management
California
-$21K -254 Closed
AW
2338
Alaethes Wealth
Nevada
-$17K -210 Closed
MFA
2339
McClarren Financial Advisors
Pennsylvania
-$13K -168 Closed
EFS
2340
Econ Financial Services
Pennsylvania
-$12K -150 Closed
LAS
2341
Lloyd Advisory Services
Georgia
-$12K -139 Closed
WB
2342
West Bancorporation
Iowa
-$11K -136 Closed
DWMG
2343
DB Wealth Management Group
California
-$10K -125 Closed
RDFA
2344
Ritter Daniher Financial Advisory
Ohio
-$7K -89 Closed
CDIA
2345
Capital Directions Investment Advisors
Georgia
-$6K -70 Closed
CI
2346
Cordant Inc
Oregon
-$6K -68 Closed
DFCM
2347
Dark Forest Capital Management
Puerto Rico
-$5K -56 Closed
SLWA
2348
San Luis Wealth Advisors
California
-$4K -43 Closed
MFG
2349
Monumental Financial Group
Maryland
-$3K -40 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.