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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
AIP
2526
Almanack Investment Partners
Pennsylvania
$347K +$36.2K +250 +14%
KPPF
2527
Klein Pavlis & Peasley Financial
California
$346K -$10.1K -70 -3%
DIP
2528
DT Investment Partners
Pennsylvania
$345K +$36.9K +255 +14%
EGA
2529
Eagle Global Advisors
Texas
$344K
LC
2530
Lincoln Capital
Nebraska
$344K -$5.36K -37 -2%
CCP
2531
Clarity Capital Partners
California
$342K +$38K +262 +15%
DA
2532
DSC Advisors
Illinois
$341K -$21K -145 -7%
BP
2533
Broadleaf Partners
Ohio
$341K
PVM
2534
Palogic Value Management
Texas
$341K
TPWA
2535
TRUE Private Wealth Advisors
Oregon
$341K -$685K -4,730 -70%
AIC
2536
Archer Investment Corporation
Indiana
$340K
SXL
2537
Summit X LLC
Missouri
$339K -$138K -950 -28%
HI
2538
Harper Investing
California
$339K +$288K +1,987 New
HDIM
2539
Hanson & Doremus Investment Management
Vermont
$337K -$29K -200 -9%
BSAM
2540
Blue Square Asset Management
New York
$337K
CFGA
2541
Cambridge Financial Group (Arizona)
Arizona
$336K +$27.8K +192 +11%
BOSSRA
2542
B.O.S.S. Retirement Advisors
Utah
$336K -$2.17K -15 -0.8%
OWM
2543
Opes Wealth Management
California
$334K -$10.3K -71 -3%
CFS
2544
CRA Financial Services
New Jersey
$334K -$15.8K -109 -5%
SIAG
2545
Safeguard Investment Advisory Group
California
$334K +$34.6K +239 +14%
MWM
2546
MinichMacGregor Wealth Management
New York
$334K +$284K +1,961 New
BB
2547
Berkshire Bank
Massachusetts
$333K +$29K +200 +11%
CHA
2548
Cooper/Haims Advisors
New York
$333K +$2.03K +14 +0.7%
BIP
2549
Blue Investment Partners
California
$333K
SWM
2550
Sterling Wealth Management
Illinois
$333K +$283K +1,952 New

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.