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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 %
RFA
2376
Resurgent Financial Advisors
Georgia
$416K -$39.9K -234 -9%
IIC
2377
Ironwood Investment Counsel
Arizona
$415K – – –
RMAM
2378
Raab & Moskowitz Asset Management
New Jersey
$413K +$33.2K +195 +9%
FBB
2379
Fulton Breakefield Broenniman
Maryland
$413K – – –
FFC
2380
First Financial Corp
Indiana
$412K – – –
MFWP
2381
Mosaic Family Wealth Partners
Missouri
$412K +$5.11K +30 +1%
WCG
2382
Weaver Consulting Group
California
$412K -$15.5K -91 -4%
SWM
2383
Segment Wealth Management
Texas
$412K – – –
Members Trust
2384
Members Trust
Florida
$411K -$45.3K -266 -10%
BLC
2385
Brown, Lisle/Cummings
Rhode Island
$411K – – –
LAM
2386
Lakewood Asset Management
Illinois
$410K -$24.5K -144 -6%
JCM
2387
Jacobsen Capital Management
Utah
$410K +$3.24K +19 +0.8%
HWM
2388
Horizon Wealth Management
Illinois
$409K – – –
NWM
2389
Northwest Wealth Management
Iowa
$409K +$2.39K +14 +0.6%
CB
2390
Community Bank
New York
$409K -$34.1K -200 -8%
APW
2391
Acima Private Wealth
Virginia
$409K – – –
NFW
2392
Noble Family Wealth
Florida
$409K – – –
WIC
2393
Wilkins Investment Counsel
Massachusetts
$409K – – –
MIP
2394
Marietta Investment Partners
Wisconsin
$409K – – –
MSK
2395
Melissa S. Kampmann
$408K +$408K +2,395 New
LFRG
2396
Lazard Frères Gestion
France
$408K – – –
MWP
2397
Meridian Wealth Partners
Pennsylvania
$408K -$59K -346 -13%
HTHT
2398
Hemenway Trust Hemenway Trust
New Hampshire
$407K -$34.1K -200 -8%
BWCS
2399
Beirne Wealth Consulting Services
Connecticut
$407K – – –
FA
2400
FSA Advisors
Michigan
$407K -$1.17K -7 -0.3%
94 95
96
97 98