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Oracle

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
Name Holding Trade Value Shares
Change
Shares
Change %
AA
2326
Advisory Alpha
Michigan
$534K +$8K +48 +2%
OIM
2327
Orca Investment Management
Oregon
$533K -$70.8K -425 -12%
CWM
2328
Centricity Wealth Management
Ohio
$533K +$533K +3,197 New
PNAA
2329
Pictet North America Advisors
Switzerland
$532K
BPFA
2330
Barnes Pettey Financial Advisors
Mississippi
$531K
VPP
2331
Vertex Planning Partners
Illinois
$531K +$531K +3,184 New
PT
2332
Plimoth Trust
Massachusetts
$530K -$20K -120 -4%
CPC
2333
Consolidated Planning Corp
Georgia
$527K -$19.3K -116 -4%
SDH
2334
Sloy Dahl & Holst
Washington
$527K
WCF
2335
West Coast Financial
California
$525K
HPM
2336
Hoxton Planning & Management
West Virginia
$525K +$4.5K +27 +0.9%
MHIC
2337
Marble Harbor Investment Counsel
Massachusetts
$525K
EL
2338
EWA LLC
Pennsylvania
$524K -$833 -5 -0.2%
ECM
2339
Estabrook Capital Management
New York
$522K -$79.2K -475 -13%
MWP
2340
Madison Wealth Partners
Wisconsin
$521K +$2.83K +17 +0.5%
BWP
2341
Baldwin Wealth Partners
Massachusetts
$520K -$66.7K -400 -11%
GEA
2342
Glen Eagle Advisors
New Jersey
$519K -$5.83K -35 -1%
WSC
2343
Wellington Shields & Co
New York
$519K -$33.3K -200 -6%
BFA
2344
Brendel Financial Advisors
New Hampshire
$518K
BWA
2345
Burt Wealth Advisors
Maryland
$518K -$19.5K -117 -4%
LCWP
2346
Legacy Capital Wealth Partners
Arkansas
$517K -$653K -3,919 -56%
JMFC
2347
J.M. Forbes & Co
Massachusetts
$517K +$157K +944 +44%
NCM
2348
Noesis Capital Mangement
Florida
$516K -$16.2K -97 -3%
HCC
2349
Hirtle Callaghan & Co
Pennsylvania
$516K +$33.2K +199 +7%
AIA
2350
Affinity Investment Advisors
California
$515K -$381K -2,285 -42%