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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
ORI
2626
Oak Ridge Investments
Illinois
$295K +$9.41K +65 +4%
CAM
2627
Clark Asset Management
New Hampshire
$295K +$250K +1,729 New
KCM
2628
Kendall Capital Management
Maryland
$294K -$8.69K -60 -3%
Flossbach Von Storch
2629
Flossbach Von Storch
Germany
$293K
WGAM
2630
Wilkinson Global Asset Management
New York
$293K
CC
2631
Centiva Capital
New York
$292K -$46.1K -318 -16%
AIM
2632
Acropolis Investment Management
Missouri
$292K +$48.5K +335 +24%
PSP
2633
Principal Street Partners
Tennessee
$292K +$39.7K +274 +17%
MSG
2634
Main Street Group
Virginia
$291K -$2.32K -16 -0.9%
SEEDPG
2635
S.E.E.D. Planning Group
New York
$291K +$28.8K +199 +13%
GHA
2636
Granite Harbor Advisors
Texas
$291K +$38.4K +265 +18%
PFA
2637
Professional Financial Advisors
Nebraska
$291K +$724 +5 +0.3%
FWM
2638
Fingerlakes Wealth Management
New York
$291K +$724 +5 +0.3%
JIP
2639
Jaffetilchin Investment Partners
Florida
$291K -$28K -193 -10%
AIA
2640
Allied Investment Advisors
Montana
$291K
TPW
2641
TL Private Wealth
Texas
$291K +$13K +90 +6%
UWPG
2642
Ullmann Wealth Partners Group
Florida
$290K -$34.2K -236 -12%
SCA
2643
St. Clair Advisors
Ohio
$290K
PWA
2644
Physician Wealth Advisors
Utah
$290K
MIM
2645
MTM Investment Management
South Carolina
$289K
HBT
2646
Heartland Bank & Trust
Illinois
$289K
TFGT
2647
TS Financial Group (TSFG)
Illinois
$288K -$3.91K -27 -2%
BWM
2648
Baron Wealth Management
Michigan
$288K -$30.7K -212 -11%
NQWM
2649
Northwest Quadrant Wealth Management
Oregon
$288K +$435 +3 +0.2%
GCA
2650
Genesee Capital Advisors
New York
$287K +$724 +5 +0.3%

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.