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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
ATC
2651
Advantage Trust Company
Kansas
$287K
ASG
2652
Ariston Services Group
California
$287K
VC
2653
Veracity Capital
Georgia
$286K -$30.6K -211 -11%
POIA
2654
Pin Oak Investment Advisors
Texas
$286K +$71.3K +492 +41%
KWAG
2655
Kiely Wealth Advisory Group
North Carolina
$286K
GCM
2656
Gallacher Capital Management
Colorado
$285K -$5.21K -36 -2%
CA
2657
Carson Advisory
Georgia
$284K -$29K -200 -11%
W
2658
WorthPointe
California
$284K -$4.92K -34 -2%
HIS
2659
Harvest Investment Services
Illinois
$284K +$27.7K +191 +13%
TA
2660
TruWealth Advisors
Louisiana
$283K +$3.77K +26 +2%
CAM
2661
Cypress Asset Management
Texas
$282K +$47.1K +325 +24%
SDAM
2662
Shulman DeMeo Asset Management
New York
$281K +$145 +1 +0.1%
TFO
2663
Tarbox Family Office
California
$280K +$435 +3 +0.2%
RWM
2664
Revisor Wealth Management
Ohio
$280K +$6.81K +47 +3%
WIM
2665
WealthPlan Investment Management
Nebraska
$279K +$237K +1,638 New
AWA
2666
Aletheian Wealth Advisors
Washington
$279K -$1.29M -8,906 -84%
PA
2667
Pineridge Advisors
Missouri
$278K +$435 +3 +0.2%
AFIA
2668
America First Investment Advisors
Nebraska
$278K
BBI
2669
Baxter Bros Inc
Connecticut
$278K
1IA
2670
1620 Investment Advisors
Massachusetts
$278K -$74.5K -514 -24%
OBWG
2671
Onyx Bridge Wealth Group
New York
$277K +$236K +1,628 New
RK
2672
Rather & Kittrell
Tennessee
$277K +$2.75K +19 +1%
OHWP
2673
Oak Harbor Wealth Partners
North Carolina
$277K
DIA
2674
Davidson Investment Advisors
Montana
$277K
MM
2675
MQS Management
New York
$277K +$235K +1,625 New

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.