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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
TCOK
2501
Trust Company of Kansas
Kansas
$270K -$300K -2,417 -56%
RCWM
2502
Royal Capital Wealth Management
Indiana
$269K
FFL
2503
Financial Freedom LLC
Ohio
$269K +$373 +3 +0.2%
WF
2504
Wayfinding Financial
Washington
$269K -$5.71K -46 -2%
MCM
2505
MV Capital Management
Maryland
$269K +$3.73K +30 +2%
WR
2506
WD Rutherford
Oregon
$269K +$15.9K +128 +7%
HI
2507
Humankind Investments
New York
$269K -$98.6K -794 -29%
BWM
2508
Baron Wealth Management
Michigan
$268K +$5.22K +42 +2%
PJSIMP
2509
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K -$6.21K -50 -3%
DWG
2510
Darden Wealth Group
Michigan
$268K
JIP
2511
Jaffetilchin Investment Partners
Florida
$268K +$11.4K +92 +5%
LFP
2512
Lakeshore Financial Planning
Michigan
$268K +$124 +1 +0.1%
PHWM
2513
Pine Harbor Wealth Management
Maryland
$268K
MF
2514
Meridian Financial
Massachusetts
$268K
VC
2515
Veracity Capital
Georgia
$267K -$31.5K -254 -12%
LIA
2516
Lynx Investment Advisory
District of Columbia
$266K +$234K +1,887 New
IFO
2517
Independent Family Office
New York
$266K
KWS
2518
Keystone Wealth Services
California
$266K +$11.4K +92 +5%
MWA
2519
MN Wealth Advisors
Kansas
$266K +$10.7K +86 +5%
CL
2520
CSS LLC
Illinois
$265K -$534K -4,300 -70%
WWP
2521
WR Wealth Planners
Missouri
$265K +$5.22K +42 +2%
PA
2522
PFW Advisors
Georgia
$264K
HWM
2523
Hemington Wealth Management
Virginia
$264K +$13K +105 +6%
CA
2524
Carson Advisory
Georgia
$264K -$13.3K -107 -5%
LIM
2525
Letson Investment Management
Georgia
$264K

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.