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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 %
VCM
2401
Virtue Capital Management
Tennessee
$406K -$128K -750 -24%
PAWA
2402
Palo Alto Wealth Advisors
California
$406K -$63.9K -367 -14%
CG
2403
CFO4Life Group
Texas
$405K +$3.07K +18 +0.8%
ODG
2404
O'Dell Group
Ohio
$404K +$852 +5 +0.2%
WSCM
2405
Wellington Shields Capital Management
New York
$403K -$13.1K -77 -3%
BWM
2406
BlackDiamond Wealth Management
New York
$403K +$53.7K +283 +15%
ACP
2407
Aveo Capital Partners
Colorado
$403K +$86.1K +505 +27%
CAM
2408
Claret Asset Management
Quebec, Canada
$402K -$21.3K -125 -5%
JC
2409
Jentner Corp
Ohio
$402K +$11.9K +70 +3%
IAS
2410
Investment Advisory Services
Texas
$401K +$10.2K +60 +3%
TI
2411
TTP Investments
California
$400K +$852 +5 +0.2%
UWM
2412
USAdvisors Wealth Management
Minnesota
$400K -$34.2K -203 -8%
BFA
2413
Buttonwood Financial Advisors
Maryland
$400K +$2.9K +17 +0.7%
AGC
2414
Aspen Grove Capital
Colorado
$399K -$44K -258 -10%
EWM
2415
Endowment Wealth Management
Wisconsin
$398K -$13.8K -81 -3%
RA
2416
Riverstone Advisors
Texas
$397K – – –
GWM
2417
Greenhouse Wealth Management
Connecticut
$397K – – –
WAM
2418
Werlinich Asset Management
Connecticut
$396K – – –
LG
2419
LaFleur & Godfrey
Michigan
$396K – – –
PCA
2420
Peddock Capital Advisors
Massachusetts
$394K – – –
CWM
2421
Centurion Wealth Management
Virginia
$394K +$394K +2,314 New
CWA
2422
CJM Wealth Advisers
Virginia
$393K – – –
CAM
2423
CPA Asset Management
Florida
$392K – – –
AFA
2424
American Financial Advisors
Georgia
$392K +$341 +2 +0.1%
FDS
2425
First Dallas Securities
Texas
$392K – – –
95 96
97
98 99