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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
LIA
2576
Lynx Investment Advisory
District of Columbia
$322K +$869 +6 +0.3%
TCM
2577
Triumph Capital Management
Colorado
$322K +$29K +200 +12%
GSIAS
2578
Garden State Investment Advisory Services
New Jersey
$322K +$14.6K +101 +6%
WA
2579
Wealthstream Advisors
New York
$321K +$24.6K +170 +10%
IFO
2580
Independent Family Office
New York
$321K
LIM
2581
Letson Investment Management
Georgia
$318K
FIM
2582
Fernwood Investment Management
Massachusetts
$318K -$29K -200 -10%
AWA
2583
Adapt Wealth Advisors
Georgia
$317K
ACA
2584
Aspire Capital Advisors
Washington
$316K
JJBC
2585
James J. Burns & Company
New York
$316K +$61.3K +423 +30%
HP
2586
Holistic Planning
Texas
$316K +$268K +1,853 New
PIAS
2587
PCA Investment Advisory Services
Ohio
$315K -$1.45K -10 -0.5%
CTI
2588
Community Trust & Investment
Kentucky
$315K +$14.6K +101 +6%
JGIA
2589
Jackson Grant Investment Advisers
Connecticut
$315K
SN
2590
Sittner & Nelson
Oregon
$315K
OCM
2591
Osterweis Capital Management
California
$314K
FL
2592
Fort LP
Maryland
$314K -$21.4K -148 -7%
GWWM
2593
Great Waters Wealth Management
Minnesota
$313K +$290 +2 +0.1%
ACA
2594
Affinity Capital Advisors
California
$313K +$30.4K +210 +13%
GRA
2595
Golden Road Advisors
Florida
$312K -$3.33K -23 -1%
FDCP
2596
Foster Dykema Cabot & Partners
Massachusetts
$312K +$20.4K +141 +8%
CM
2597
Columbus Macro
Pennsylvania
$312K -$12.5K -86 -5%
WCFA
2598
Walkner Condon Financial Advisors
Wisconsin
$311K +$11K +76 +4%
NB
2599
Northwest Bancshares
Pennsylvania
$310K -$29K -200 -10%
JPWM
2600
Jamison Private Wealth Management
Georgia
$309K +$43K +297 +20%

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.