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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
PWA
2601
Physician Wealth Advisors
Utah
$237K
ETIA
2602
Epic Trust Investment Advisors
Washington
$237K +$208K +1,678 New
CAM
2603
Cypress Asset Management
Texas
$236K
ORI
2604
Oak Ridge Investments
Illinois
$235K +$207K +1,665 New
SDAM
2605
Shulman DeMeo Asset Management
New York
$233K +$205K +1,649 New
PWM
2606
Power Wealth Management
Georgia
$232K -$4.1K -33 -2%
TFO
2607
Tarbox Family Office
California
$232K
TPW
2608
TL Private Wealth
Texas
$231K +$201K +1,620 New
PSP
2609
Principal Street Partners
Tennessee
$231K -$79.4K -639 -28%
PCS
2610
Private Client Services
Kentucky
$231K +$203K +1,633 New
TA
2611
TruWealth Advisors
Louisiana
$231K +$203K +1,633 New
AFIA
2612
America First Investment Advisors
Nebraska
$230K
PA
2613
Pineridge Advisors
Missouri
$230K +$497 +4 +0.2%
BBI
2614
Baxter Bros Inc
Connecticut
$230K
HIGP
2615
Hill Investment Group Partners
Missouri
$230K +$200K +1,607 New
NRI
2616
NFP Retirement Inc
California
$230K +$202K +1,628 New
OHWP
2617
Oak Harbor Wealth Partners
North Carolina
$230K -$62.1K -500 -24%
JMFC
2618
J.M. Forbes & Co
Massachusetts
$230K
ACA
2619
Affinity Capital Advisors
California
$230K
DIA
2620
Davidson Investment Advisors
Montana
$229K -$551K -4,440 -73%
MG
2621
Marex Group
$229K -$182K -1,464 -47%
AT
2622
Arvest Trust
Oklahoma
$228K +$201K +1,618 New
JWM
2623
Janiczek Wealth Management
Colorado
$228K +$24.8K +200 +14%
DPI
2624
Diversified Portfolios Inc
Michigan
$228K
MWA
2625
Mills Wealth Advisors
Texas
$228K -$12.3K -99 -6%

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.