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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 %
CHA
2351
Carmichael Hill & Associates
Maryland
$435K +$16.5K +97 +4%
IWA
2352
Inspirion Wealth Advisors
Illinois
$434K – – –
SAM
2353
Seelaus Asset Management
New Jersey
$433K -$146K -855 -25%
LA
2354
Latitude Advisors
Florida
$433K +$12.3K +72 +3%
AA
2355
Apriem Advisors
California
$432K -$3.41K -20 -0.8%
BO
2356
Bank OZK
Arkansas
$432K +$78.6K +461 +22%
PAMG
2357
Patton Albertson Miller Group
Tennessee
$429K – – –
DWA
2358
Delos Wealth Advisors
Texas
$426K -$16.7K -98 -4%
WCM
2359
Washington Capital Management
Washington
$426K – – –
FL
2360
FreeGulliver LLC
Louisiana
$426K +$3.41K +20 +0.8%
JWA
2361
JFS Wealth Advisors
Pennsylvania
$426K +$1.53K +9 +0.4%
TCM
2362
Towercrest Capital Management
Pennsylvania
$426K – – –
FWP
2363
Falcon Wealth Planning
California
$425K +$14.5K +85 +4%
AIM
2364
Athena Investment Management
California
$424K -$17K -100 -4%
EFG
2365
Embree Financial Group
Illinois
$424K -$12.8K -75 -3%
EBA
2366
Eagle Bay Advisors
New York
$424K -$20.4K -120 -5%
DP
2367
Dearborn Partners
Illinois
$423K – – –
SCA
2368
Sandy Cove Advisors
Massachusetts
$423K +$8.18K +48 +2%
CGFA
2369
Colton Groome Financial Advisors
North Carolina
$423K -$12.8K -75 -3%
CIA
2370
Compass Ion Advisors
Pennsylvania
$419K -$1.02K -6 -0.2%
FCB
2371
First County Bank
Connecticut
$418K -$38.3K -225 -8%
SWA
2372
Strata Wealth Advisors
Texas
$418K +$7.16K +42 +2%
FNWA
2373
Financial Network Wealth Advisors
Utah
$417K +$99.9K +586 +32%
FCMT
2374
Founders Capital Management (Texas)
Texas
$416K – – –
WTA
2375
Washington Trust Advisors
Massachusetts
$416K +$51.1K +300 +14%
93 94
95
96 97