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ORCL
Quarter 2026Q1 · ORACLE CORP · CUSIP 68389X105
⚠️ Divergence — The three dimensions disagree — e.g. few whales piling in while most trim, or broad nibbling while whales sell. This contradiction is the signal.
Size · Holdings
$13.2B
#43 · 19 Holders
Total market value held across tracked managers.
Force · Net Flow
-$5.0B
#9216 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
+2
9▲ 7▼
Net-buying groups minus net-selling groups (related filers count once).

Who's adding

capital_group+$295M
millennium+$178M
point72+$156M
marshall_wace+$92M
cantillon+$62M
aqr+$10M
gotham+$2M
mairs_power+$309K
russo+$18K

Who's trimming

rentec-$323K
bridgewater-$41M
two_sigma-$91M
citadel-$238M
polen-$318M
coatue-$865M
norges-$4.3B

Compiled from public SEC 13F-HR filings for a sample of 64 tracked institutions — NOT the whole market. 13F covers long US-listed equity only (no shorts, derivatives, or non-US holdings) and lags ~45 days. Net flow is estimated from share changes × current-quarter price. Institutional-behavior observation, not investment advice.