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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
FSC
2551
Full Sail Capital
Oklahoma
$332K -$80K -552 -22%
BRA
2552
Bender Robert & Associates
California
$332K +$282K +1,949 New
FFA
2553
Fi3 Financial Advisors
Indiana
$332K +$37.1K +256 +15%
JSAM
2554
J. Safra Asset Management
New York
$332K +$53.6K +370 +23%
DDC
2555
DF Dent & Co
Maryland
$331K
BOPW
2556
Brandywine Oak Private Wealth
Pennsylvania
$329K -$290 -2 -0.1%
HGERS
2557
Householder Group Estate & Retirement Specialist
Arizona
$329K
IAG
2558
Investment Advisory Group
Massachusetts
$329K +$31.7K +219 +13%
SIGI
2559
Susquehanna International Group (Ireland)
Ireland
$328K -$4.44M -30,631 -94%
WC
2560
Wexford Capital
Florida
$328K +$278K +1,922 New
PPW
2561
Presilium Private Wealth
Pennsylvania
$326K
TCOK
2562
Trust Company of Kansas
Kansas
$326K
RIG
2563
RiverFront Investment Group
Virginia
$326K +$277K +1,911 New
FWM
2564
FFT Wealth Management
Pennsylvania
$325K +$277K +1,909 New
FFL
2565
Financial Freedom LLC
Ohio
$325K +$290 +2 +0.1%
RCWM
2566
Royal Capital Wealth Management
Indiana
$325K
SWM
2567
SilverOak Wealth Management
Minnesota
$324K -$7.24K -50 -3%
DWG
2568
Darden Wealth Group
Michigan
$324K
PJSIMP
2569
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K
QL
2570
Quarry LP
New York
$324K +$263K +1,819 +2,274%
LFP
2571
Lakeshore Financial Planning
Michigan
$323K
PHWM
2572
Pine Harbor Wealth Management
Maryland
$323K
AA
2573
AlphaMark Advisors
Kentucky
$323K -$28.8K -199 -9%
CWM
2574
Compass Wealth Management
Connecticut
$323K -$54.2K -374 -16%
MF
2575
Meridian Financial
Massachusetts
$323K

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.