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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
EBSAM
2601
Eubel Brady & Suttman Asset Management
Ohio
$307K
HI
2602
Humankind Investments
New York
$307K -$14.6K -101 -5%
MWA
2603
MFA Wealth Advisors
Pennsylvania
$307K
PRI
2604
Prepared Retirement Institute
Pennsylvania
$307K
BDFN
2605
Bond & Devick Financial Network
Minnesota
$307K
SFG
2606
Sunburst Financial Group
Alabama
$306K
PCS
2607
Private Client Services
Kentucky
$306K +$23.8K +164 +10%
HI
2608
Human Investing
Oregon
$306K
MCC
2609
Money Concepts Capital
Florida
$305K +$145 +1 +0.1%
HCM
2610
Hengehold Capital Management
Ohio
$304K +$37.1K +256 +17%
PIA
2611
Petredis Investment Advisors
Pennsylvania
$303K
SL
2612
SWMG LLC
Texas
$302K +$1.16K +8 +0.5%
CSWM
2613
Cassady Schiller Wealth Management
Ohio
$301K
JPG
2614
Jordan Park Group
California
$301K +$256K +1,764 New
MWA
2615
MN Wealth Advisors
Kansas
$300K -$17.5K -121 -6%
GCP
2616
Gill Capital Partners
Colorado
$299K +$254K +1,755 New
VI
2617
Versor Investments
New York
$298K -$531K -3,669 -68%
OPOWM
2618
One Plus One Wealth Management
Florida
$298K
LIG
2619
Lokken Investment Group
Delaware
$297K +$3.19K +22 +1%
DFA
2620
DHJJ Financial Advisors
Illinois
$297K
SCI
2621
Silver Coast Investments
United States
$296K -$49K -338 -16%
PWM
2622
Power Wealth Management
Georgia
$296K +$13.2K +91 +6%
CPSC
2623
Carl P. Sherr & Co
Massachusetts
$295K
PCM
2624
Pennsylvania Capital Management
Pennsylvania
$295K +$6.37K +44 +3%
FUBT
2625
First United Bank & Trust
Maryland
$295K -$71.6K -494 -22%

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.