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Oracle
ORCL

2,529 hedge funds and large institutions have $124B invested in Oracle in 2023 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 1,015 increasing their positions, 953 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 953

0.35% less ownership

Funds ownership: 43.08% → 42.73% (-0.35%)

4% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 163

5% less call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.97B

1% less funds holding

Funds holding: 2,565 → 2,529 (-36)

11% less capital invested

Capital invested by funds: $139B → $124B (-$14.9B)

21% less funds holding in top 10

Funds holding in top 10: 136 → 108 (-28)

Holders
2,529
Holders Change
-36
Holders Change %
-1.4%
% of All Funds
40.13%
Holding in Top 10
108
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-20.59%
% of All Funds
1.71%
New
156
Increased
1,015
Reduced
953
Closed
163
Calls
$2.81B
Puts
$2.97B
Net Calls
-$159M
Net Calls Change
-$1.15B

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$936M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$913M
3
DZ Bank
DZ Bank
Germany
+$638M
4
JP Morgan Chase
JP Morgan Chase
New York
+$548M
5
Amundi
Amundi
France
+$242M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$461M
2
Harris Associates
Harris Associates
Illinois
-$428M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$415M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$296M
5
Coatue Management
Coatue Management
New York
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2351
Pinnacle Bancorp
Nebraska
$198K +$116 +1 +0.1%
AIC
2352
Archer Investment Corporation
Indiana
$196K – – –
JGIA
2353
Jackson Grant Investment Advisers
Connecticut
$196K – – –
OCM
2354
Osterweis Capital Management
California
$195K – – –
PA
2355
PSI Advisors
Florida
$191K +$121K +1,047 +139%
BLC
2356
Brown, Lisle/Cummings
Rhode Island
$191K – – –
SN
2357
Sittner & Nelson
Oregon
$191K – – –
CC
2358
Centiva Capital
New York
$189K -$4.75K -41 -2%
DFA
2359
DHJJ Financial Advisors
Illinois
$185K – – –
BCP
2360
Blue Chip Partners
Michigan
$183K +$695 +6 +0.3%
BAM
2361
Bellevue Asset Management
Washington
$179K -$7.52K -65 -4%
TC
2362
Tacita Capital
Ontario, Canada
$179K -$1.74K -15 -0.9%
WWP
2363
WR Wealth Planners
Missouri
$176K – – –
VSQM
2364
V-Square Quantitative Management
Illinois
$174K +$190K +1,644 New
CCM
2365
Chilton Capital Management
Texas
$174K -$3.24K -28 -2%
AFIA
2366
America First Investment Advisors
Nebraska
$173K – – –
CYG
2367
Clean Yield Group
Vermont
$170K – – –
WFA
2368
West Financial Advisors
Iowa
$170K – – –
SWM
2369
Sugarloaf Wealth Management
Georgia
$167K -$9.49K -82 -5%
PCFFS
2370
Pacific Center for Financial Services
California
$166K -$15.4K -133 -8%
BCM
2371
Blume Capital Management
California
$165K -$8.68K -75 -5%
JWM
2372
Janiczek Wealth Management
Colorado
$164K +$151K +1,304 +543%
CFFP
2373
Center for Financial Planning
Michigan
$162K – – –
CAS
2374
Coppell Advisory Solutions
Texas
$161K -$18.3K -158 -7%
NOI
2375
Newton One Investments
Delaware
$160K +$579 +5 +0.3%
93 94
95
96 97

ORCL Hedge Fund Activity: Q3 2023 in Review

2,529 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2023, worth a combined $124B — down 11% from $139B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ORCL and 156 opened new positions — a net loss of 7 holders — while 953 trimmed existing stakes and 1,015 added.

The largest buyer was Wellington Management Group, adding an estimated $936M. The largest seller was Morgan Stanley, cutting an estimated $461M.

  • 2,529 institutional investors held Oracle (ORCL) as of Q3 2023, down from 2,565 in Q2 2023.
  • Funds reported $124B of Oracle stock for Q3 2023, down 11% quarter-over-quarter.
  • 156 funds opened new Oracle positions in Q3 2023 and 163 closed out, a net change of -7 holders.
  • The largest Oracle buyer in Q3 2023 was Wellington Management Group, an estimated $936M added.
  • The largest Oracle seller in Q3 2023 was Morgan Stanley, an estimated $461M sold.

Based on aggregated 13F filings for Q3 2023.