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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
JWBC
2626
J.W. Burns & Co
New York
$228K
TFA
2627
Tobias Financial Advisors
Florida
$228K +$200K +1,614 New
CCM
2628
Canal Capital Management
Virginia
$227K +$200K +1,611 New
CFFP
2629
Center for Financial Planning
Michigan
$227K -$14.4K -116 -7%
RK
2630
Rather & Kittrell
Tennessee
$227K -$1.86K -15 -0.9%
SP
2631
Successful Portfolios
Florida
$227K -$2.48K -20 -1%
BSB
2632
Bangor Savings Bank
Maine
$227K +$17K +137 +9%
PSF
2633
Pacific Sun Financial
California
$227K +$199K +1,606 New
SCM
2634
Spreng Capital Management
Ohio
$227K +$199K +1,606 New
COCM
2635
Charter Oak Capital Management
New Hampshire
$226K -$23.3K -188 -11%
PP
2636
Pingora Partners
Wyoming
$226K
TW
2637
Transform Wealth
Colorado
$225K -$124 -1 -0.1%
JSAM
2638
J. Safra Asset Management
New York
$225K +$139K +1,119 +235%
RWM
2639
Revisor Wealth Management
Ohio
$225K -$103K -826 -34%
GWM
2640
GDS Wealth Management
Texas
$225K -$67.3K -542 -25%
IA
2641
IAM Advisory
Pennsylvania
$224K -$2.73K -22 -1%
FBFS
2642
First Business Financial Services
Wisconsin
$224K +$197K +1,589 New
CNWM
2643
Clay Northam Wealth Management
California
$224K +$197K +1,587 New
MRCM
2644
M&R Capital Management
New Jersey
$224K
SL
2645
SWMG LLC
Texas
$223K +$196K +1,582 New
TCM
2646
TruNorth Capital Management
Michigan
$223K -$13.8K -111 -7%
DJYG
2647
David J. Yvars Group
Florida
$223K -$63.3K -510 -24%
SWM
2648
Sugarloaf Wealth Management
Georgia
$223K +$124 +1 +0.1%
IWA
2649
IVC Wealth Advisors
Pennsylvania
$223K +$196K +1,577 New
FFB
2650
First Financial Bankshares
Texas
$222K -$194K -1,561 -50%

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.