Oracle Corp: Hedge Fund Position Changes Show Mixed Signals
In the recent analysis of 27 13F filings for the period ending March 31, 2025, Oracle Corp (Symbol: ORCL) was reported by 18 hedge funds. A pattern of similar sentiment among managers prompts further investigation.
It’s essential to note that 13F filings only reveal long positions. Funds are not required to disclose their short positions, which means that a fund may have a bearish outlook while holding a long position. For instance, shorting options might coexist with a long stake, leading to misleading interpretations of bullish sentiment based solely on these filings.
Examining groups of 13F filings gives a clearer picture, especially when comparing different periods. Below, we highlight the changes in Oracle positions based on the latest filings:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| JARISLOWSKY FRASER Ltd | Existing | –32,110 | –$39,822 |
| Qsemble Capital Management LP | NEW | +64,313 | +$8,992 |
| Nicollet Investment Management Inc. | Existing | +1,888 | –$782 |
| PFC Capital Group Inc. | Existing | –53 | –$95 |
| Capital Wealth Planning LLC | Existing | +796 | +$69 |
| Lingohr Asset Management GmbH | Existing | +53,226 | +$7,337 |
| Ellerson Group Inc. ADV | Existing | –148 | –$826 |
| Victory Financial Group LLC | Existing | +433 | +$22 |
| Trustmark National Bank Trust Department | Existing | –2,862 | –$1,139 |
| Founders Financial Securities LLC | Existing | –293 | –$341 |
| Barrow Hanley Mewhinney & Strauss LLC | Existing | +74,490 | –$45,254 |
| Public Employees Retirement Association of Colorado | Existing | –1,516 | –$53,225 |
| JPMorgan Chase & Co. | Existing | –2,200,580 | –$1,519,747 |
| Frank Rimerman Advisors LLC | Existing | +13 | –$616 |
| Gifford Fong Associates | Existing | UNCH | –$999 |
| Lcnb Corp | Existing | –170 | –$169 |
| ESL Trust Services LLC | Existing | UNCH | –$16 |
| Hantz Financial Services Inc. | Existing | –19,333 | –$10,095 |
| Aggregate Change: | –2,061,906 | –$1,656,706 | |
Among these funds, six increased their existing positions in Oracle from December 31, 2024, to March 31, 2025. Conversely, nine funds reduced their positions, while one fund established a new position.
When we examined the aggregate share count for Oracle across all funds reporting for the period ending March 31, 2025, we noted a reduction of 3,379,322 shares, decreasing the total from 491,995,743 to 488,616,421, a decline of approximately -0.69%. The top three funds holding Oracle shares as of March 31, 2025, were also analyzed.
We will continue monitoring 13F filings by hedge fund managers to uncover valuable insights across different periods. Although individual filings can be misleading, particularly due to the limited disclosure of long-only holdings, analyzing the total across groups of funds provides important insights for potential investments, such as Oracle Corp (Symbol: ORCL).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
