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Oracle

3,067 hedge funds and large institutions have $206B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 283 funds opening new positions, 1,218 increasing their positions, 1,102 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 99

22% more capital invested

Capital invested by funds: $169B → $206B (+$37.2B)

14% more funds holding in top 10

Funds holding in top 10: 147167 (+20)

11% more repeat investments, than reductions

Existing positions increased: 1,218 | Existing positions reduced: 1,102

5% more funds holding

Funds holding: 2,9163,067 (+151)

4% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $4.51B

0.26% more ownership

Funds ownership: 43.47%43.73% (+0.26%)

Holders
3,067
Holders Change
+151
Holders Change %
+5.18%
% of All Funds
44.03%
Holding in Top 10
167
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.61%
% of All Funds
2.4%
New
283
Increased
1,218
Reduced
1,102
Closed
99
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2501
Kurt F. Somerville
$361K -$3.62K -25 -1%
JWS
2502
Juncture Wealth Strategies
Arizona
$361K +$3.33K +23 +1%
EW
2503
Element Wealth
Mississippi
$360K +$22.7K +157 +8%
TCOTS
2504
Trust Company of the South
North Carolina
$360K
SWG
2505
Summit Wealth Group
Vermont
$360K
DCM
2506
Dudley Capital Management
Virginia
$359K +$36.2K +250 +13%
VP
2507
Verum Partners
North Carolina
$359K +$5.79K +40 +2%
WWP
2508
WR Wealth Planners
Missouri
$359K +$33.6K +232 +12%
CL
2509
CIM LLC
New York
$359K
OKSA
2510
O'Keefe Stevens Advisory
New York
$358K +$18.7K +129 +7%
BPWM
2511
Black Point Wealth Management
Florida
$358K
VFG
2512
V2 Financial group
Illinois
$358K
THCM
2513
Taylor Hoffman Capital Management
Virginia
$358K +$309K +2,132 New
VC
2514
Vicus Capital
Pennsylvania
$357K -$308K -2,126 -50%
SL
2515
Sentry LLC
Tennessee
$356K
KFS
2516
Kaizen Financial Strategies
California
$355K
GCM
2517
Graham Capital Management
Connecticut
$354K +$301K +2,075 New
CNTOF
2518
Canandaigua National Trust of Florida
New York
$353K +$300K +2,074 New
BPAMU
2519
BTG Pactual Asset Management US
New York
$352K +$200K +1,382 +201%
SF
2520
SWP Financial
California
$352K
TW
2521
Traveka Wealth
California
$352K +$19.1K +132 +7%
WLPWM
2522
Walled Lake Planning & Wealth Management
Illinois
$351K +$435 +3 +0.1%
KWS
2523
Keystone Wealth Services
California
$348K +$23.2K +160 +8%
AWAG
2524
ARS Wealth Advisors Group
Florida
$348K -$7.68K -53 -3%
WJA
2525
Willis Johnson & Associates
Texas
$347K -$7.1K -49 -2%

ORCL Hedge Fund Activity: Q3 2024 in Review

3,067 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2024, worth a combined $206B — up 22% from $169B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new ORCL positions and 99 closed out — a net gain of 184 holders — while 1,218 added to existing stakes and 1,102 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.27B. The largest seller was Massachusetts Financial Services, cutting an estimated $429M.

  • 3,067 institutional investors held Oracle (ORCL) as of Q3 2024, up from 2,916 in Q2 2024.
  • Funds reported $206B of Oracle stock for Q3 2024, up 22% quarter-over-quarter.
  • 283 funds opened new Oracle positions in Q3 2024 and 99 closed out, a net change of +184 holders.
  • The largest Oracle buyer in Q3 2024 was Polen Capital Management, an estimated $1.27B added.
  • The largest Oracle seller in Q3 2024 was Massachusetts Financial Services, an estimated $429M sold.

Based on aggregated 13F filings for Q3 2024.