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Oracle

2,915 hedge funds and large institutions have $169B invested in Oracle in 2024 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 1,239 increasing their positions, 1,014 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 103

36% more funds holding in top 10

Funds holding in top 10: 108147 (+39)

22% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 1,014

14% more capital invested

Capital invested by funds: $148B → $169B (+$20.9B)

4% more funds holding

Funds holding: 2,8112,915 (+104)

4% more call options, than puts

Call options by funds: $3.46B | Put options by funds: $3.32B

0.47% more ownership

Funds ownership: 43%43.47% (+0.47%)

Holders
2,915
Holders Change
+104
Holders Change %
+3.7%
% of All Funds
42.1%
Holding in Top 10
147
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+36.11%
% of All Funds
2.12%
New
242
Increased
1,239
Reduced
1,014
Closed
103
Calls
$3.46B
Puts
$3.32B
Net Calls
+$139M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
2476
Archer Investment Corporation
Indiana
$282K +$11.5K +93 +5%
FL
2477
Fort LP
Maryland
$281K -$77.5K -624 -24%
FCCM
2478
First City Capital Management
Georgia
$281K +$497 +4 +0.2%
BOSSRA
2479
B.O.S.S. Retirement Advisors
Utah
$281K +$247K +1,987 New
BSAM
2480
Blue Square Asset Management
New York
$279K
OKSA
2481
O'Keefe Stevens Advisory
New York
$279K +$1.86K +15 +0.8%
AFC
2482
AFT Forsyth & Company
Florida
$278K +$36K +290 +17%
LA
2483
LexAurum Advisors
Kansas
$278K +$124 +1 +0.1%
BCP
2484
Blue Chip Partners
Michigan
$277K +$745 +6 +0.3%
TSWM
2485
Tyler-Stone Wealth Management
Ohio
$277K -$6.21K -50 -2%
EW
2486
Element Wealth
Mississippi
$277K +$124 +1 +0.1%
AFP
2487
Alpha Financial Partners
Kentucky
$276K +$14.2K +114 +6%
CANY
2488
Caxton Associates (New York)
New York
$276K -$2.31M -18,611 -90%
PEA
2489
Park Edge Advisors
Ohio
$276K
BIP
2490
Blue Investment Partners
California
$276K
SWM
2491
SilverOak Wealth Management
Minnesota
$275K
DDC
2492
DF Dent & Co
Maryland
$275K
CHA
2493
Cooper/Haims Advisors
New York
$274K -$5.34K -43 -2%
UWPG
2494
Ullmann Wealth Partners Group
Florida
$274K +$241K +1,937 New
HGERS
2495
Householder Group Estate & Retirement Specialist
Arizona
$273K +$20K +161 +9%
BOPW
2496
Brandywine Oak Private Wealth
Pennsylvania
$273K -$1.24K -10 -0.5%
TW
2497
Traveka Wealth
California
$273K +$3.1K +25 +1%
NFSG
2498
Newbridge Financial Services Group
Florida
$272K +$13K +105 +6%
PPW
2499
Presilium Private Wealth
Pennsylvania
$270K -$35K -282 -13%
CM
2500
Columbus Macro
Pennsylvania
$270K -$5.34K -43 -2%

ORCL Hedge Fund Activity: Q2 2024 in Review

2,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2024, worth a combined $169B — up 14% from $148B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 103 closed out — a net gain of 139 holders — while 1,239 added to existing stakes and 1,014 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was Capital World Investors, cutting an estimated $717M.

  • 2,915 institutional investors held Oracle (ORCL) as of Q2 2024, up from 2,811 in Q1 2024.
  • Funds reported $169B of Oracle stock for Q2 2024, up 14% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q2 2024 and 103 closed out, a net change of +139 holders.
  • The largest Oracle buyer in Q2 2024 was Fidelity Investments, an estimated $1.51B added.
  • The largest Oracle seller in Q2 2024 was Capital World Investors, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2024.