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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
WGAM
2576
Wilkinson Global Asset Management
New York
$243K
LWMM
2577
Legacy Wealth Management (Mississippi)
Mississippi
$243K
IDBONY
2578
Israel Discount Bank of New York
New York
$243K -$199K -1,599 -48%
WA
2579
Wealthstream Advisors
New York
$242K +$4.84K +39 +2%
SRL
2580
Scientech Research LLC
New Jersey
$242K -$272K -2,190 -56%
IAG
2581
Investment Advisory Group
Massachusetts
$241K -$124 -1 -0.1%
GCM
2582
Gallacher Capital Management
Colorado
$241K -$6.33K -51 -3%
AIA
2583
Allied Investment Advisors
Montana
$241K +$212K +1,705 New
PFA
2584
Professional Financial Advisors
Nebraska
$240K +$745 +6 +0.4%
FWM
2585
Fingerlakes Wealth Management
New York
$240K +$745 +6 +0.4%
W
2586
WorthPointe
California
$240K +$745 +6 +0.4%
SCA
2587
St. Clair Advisors
Ohio
$240K
HBT
2588
Heartland Bank & Trust
Illinois
$240K
MIM
2589
MTM Investment Management
South Carolina
$239K -$6.21K -50 -3%
FFA
2590
Fi3 Financial Advisors
Indiana
$239K +$210K +1,693 New
IIM
2591
Ironwood Investment Management
Massachusetts
$239K
PCM
2592
Pennsylvania Capital Management
Pennsylvania
$239K
TCM
2593
Triumph Capital Management
Colorado
$239K +$1.61K +13 +0.8%
BWM
2594
BigSur Wealth Management
Florida
$238K -$37K -298 -15%
FDCP
2595
Foster Dykema Cabot & Partners
Massachusetts
$238K
NQWM
2596
Northwest Quadrant Wealth Management
Oregon
$238K -$16.3K -131 -7%
ATC
2597
Advantage Trust Company
Kansas
$237K
ASG
2598
Ariston Services Group
California
$237K -$497 -4 -0.2%
GCA
2599
Genesee Capital Advisors
New York
$237K +$621 +5 +0.3%
BWM
2600
BlackDiamond Wealth Management
New York
$237K +$15.6K +126 +7%

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.