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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 %
AWM
2426
Aprio Wealth Management
Georgia
$392K +$35.6K +209 +10%
FWM
2427
ForthRight Wealth Management
Georgia
$392K – – –
SF
2428
Safeguard Financial
Wisconsin
$391K -$1.19K -7 -0.3%
WFS
2429
Widmann Financial Services
Maryland
$390K -$5.62K -33 -1%
LA
2430
LexAurum Advisors
Kansas
$389K +$53.7K +315 +16%
MLFP
2431
MPS Loria Financial Planners
Illinois
$388K +$852 +5 +0.2%
SC
2432
Seldon Capital
California
$386K – – –
RI
2433
Rinkey Investments
California
$385K – – –
NF
2434
NavPoint Financial
Minnesota
$383K – – –
CFS
2435
Commonwealth Financial Services
West Virginia
$382K +$382K +2,286 New
CVM
2436
Cheviot Value Management
California
$382K – – –
NA
2437
Navellier & Associates
Nevada
$381K -$52.5K -308 -12%
HIIFS
2438
Harel Insurance Investments & Financial Services
Israel
$381K +$3.75K +22 +1%
CCAM
2439
Cascades Capital Asset Management
North Carolina
$381K +$381K +2,236 New
SSWG
2440
Seven Springs Wealth Group
Tennessee
$381K – – –
W
2441
Wealthquest
Ohio
$380K – – –
JE
2442
JMAC Enterprises
Pennsylvania
$379K -$9.88K -58 -3%
MA
2443
MBA Advisors
Pennsylvania
$378K -$9.54K -56 -2%
BFWA
2444
Benchmark Financial Wealth Advisors
Florida
$378K +$378K +2,220 New
GC
2445
Gibson Capital
Pennsylvania
$377K – – –
GA
2446
GSG Advisors
New Jersey
$377K +$37.6K +225 +11%
HBS
2447
Howard Bailey Securities
Indiana
$377K +$377K +2,210 New
BFC
2448
Blue Fin Capital
Rhode Island
$376K – – –
FMP
2449
Financial Management Professionals
Texas
$375K -$11.4K -67 -3%
WHCI
2450
W.H. Cornerstone Investments
Massachusetts
$375K +$1.02K +6 +0.3%
96 97
98
99 100