At Holdings Channel, we have reviewed the latest batch of the 23 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Oracle Corp (Symbol: ORCL) was held by 12 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in ORCL positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000's) |
|---|---|---|---|
| Caledonia Investments PLC | Existing | UNCH | -$17,938 |
| E. Ohman J or Asset Management AB | Existing | -1,800 | -$2,281 |
| Generali Investments Management Co LLC | Existing | -17,387 | -$3,052 |
| Curat Global LLC | NEW | +1,760 | +$246 |
| Insight Advisors LLC PA | Existing | -115 | -$99 |
| KRS Capital Management LLC | Existing | -66 | -$302 |
| Consilio Wealth Advisors LLC | Existing | -242 | -$126 |
| Avity Investment Management Inc. | Existing | -7,415 | -$1,904 |
| Pinnacle Wealth Management Group Inc. | Existing | UNCH | -$99 |
| Adamsbrown Wealth Consultants LLC | Existing | +74 | -$30 |
| Northwest Financial Advisors | Existing | -132 | -$108 |
| 626 Financial LLC | Existing | -41 | -$76 |
| Aggregate Change: | -25,364 | -$25,769 | |
In terms of shares owned, we count 1 of the above funds having increased existing ORCL positions from 12/31/2024 to 03/31/2025, with 8 having decreased their positions and 1 new position.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the ORCL share count in the aggregate among all of the funds which held ORCL at the 03/31/2025 reporting period (out of the 422 we looked at in total). We then compared that number to the sum total of ORCL shares those same funds held back at the 12/31/2024 period, to see how the aggregate share count held by hedge funds has moved for ORCL. We found that between these two periods, funds increased their holdings by 4,804,904 shares in the aggregate, from 8,313,744 up to 13,118,648 for a share count increase of approximately 57.79%. The overall top three funds holding ORCL on 03/31/2025 were:
| » | Fund | Shares of ORCL Held |
|---|---|---|
| 1. | GAMMA Investing LLC | 4,755,096 |
| 2. | Rhumbline Advisers | 3,130,893 |
| 3. | Douglas Lane & Associates LLC | 553,279 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding ORCL | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Oracle Corp (Symbol: ORCL).
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Also see:
Top Ten Hedge Funds Holding FITS
PAMT YTD Return
Top Ten Hedge Funds Holding GERJ
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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