We are live on ! Find out more
ORCL icon

Oracle
ORCL

2,349 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 842 increasing their positions, 938 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 92

46% more funds holding in top 10

Funds holding in top 10: 67 → 98 (+31)

22% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.53B

15% more capital invested

Capital invested by funds: $94B → $108B (+$13.9B)

2% more funds holding

Funds holding: 2,299 → 2,349 (+50)

1.69% more ownership

Funds ownership: 42.58% → 44.26% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 938

Holders
2,349
Holders Change
+50
Holders Change %
+2.17%
% of All Funds
37.43%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.56%
New
192
Increased
842
Reduced
938
Closed
92
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$266M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$454M
2
Capital World Investors
Capital World Investors
California
+$361M
3
Goldman Sachs
Goldman Sachs
New York
+$348M
4
PI
Putnam Investments
Massachusetts
+$321M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$232M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$505M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$285M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$282M
4
N
Nuveen
North Carolina
-$172M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2376
Scissortail Wealth Management
Oklahoma
– -$1.18M -13,521 Closed
MC
2377
Maverick Capital
Texas
– -$994K -12,163 Closed
XT
2378
XTX Topco
Cayman Islands
– -$980K -11,993 Closed
ARC
2379
Advisor Resource Council
Texas
– -$866K -10,600 Closed
AT
2380
American Trust
Kentucky
– -$668K -8,174 Closed
PP
2381
Paloma Partners
Connecticut
– -$624K -7,640 Closed
KTM
2382
Keeler Thomas Management
Utah
– -$607K -7,430 Closed
DLHL
2383
Donald L. Hagan LLC
Florida
– -$586K -7,172 Closed
ACM
2384
Altrius Capital Management
North Carolina
– -$511K -6,247 Closed
Financial Engines Advisors
2385
Financial Engines Advisors
California
– -$504K -6,162 Closed
CCA
2386
Childress Capital Advisors
Texas
– -$500K -6,122 Closed
B
2387
Barings
North Carolina
– -$442K -5,410 Closed
MIA
2388
MMBG Investment Advisors
Florida
– -$425K -5,200 Closed
BC
2389
Barnett & Company
Tennessee
– -$409K -5,000 Closed
CIA
2390
Capital Impact Advisors
Massachusetts
– -$398K -4,873 Closed
TCM
2391
Teza Capital Management
Illinois
– -$397K -4,860 Closed
AA
2392
Argent Advisors
Louisiana
– -$391K -4,785 Closed
AFM
2393
Andesa Financial Management
Pennsylvania
– -$388K -4,746 Closed
CRI
2394
Colonial River Investments
Virginia
– -$365K -4,463 Closed
AWA
2395
Aletheian Wealth Advisors
Washington
– -$361K -4,422 Closed
BPCE
2396
Bank Pictet & Cie (Europe)
Germany
– -$281K -3,433 Closed
GCM
2397
Gallacher Capital Management
Colorado
– -$270K -3,301 Closed
AWM
2398
Alterna Wealth Management
Texas
– -$269K -3,289 Closed
GWM
2399
GDS Wealth Management
Texas
– -$266K -3,252 Closed
SAM
2400
Secure Asset Management
Michigan
– -$264K -3,226 Closed
94 95
96
97 98

ORCL Hedge Fund Activity: Q1 2023 in Review

2,349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2023, worth a combined $108B — up 15% from $94B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new ORCL positions and 92 closed out — a net gain of 100 holders — while 842 added to existing stakes and 938 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Norges Bank, cutting an estimated $505M.

  • 2,349 institutional investors held Oracle (ORCL) as of Q1 2023, up from 2,299 in Q4 2022.
  • Funds reported $108B of Oracle stock for Q1 2023, up 15% quarter-over-quarter.
  • 192 funds opened new Oracle positions in Q1 2023 and 92 closed out, a net change of +100 holders.
  • The largest Oracle buyer in Q1 2023 was JP Morgan Chase, an estimated $454M added.
  • The largest Oracle seller in Q1 2023 was Norges Bank, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2023.