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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
DPI
2676
Diversified Portfolios Inc
Michigan
$277K +$1.01K +7 +0.4%
AP
2677
Adero Partners
California
$276K +$21.1K +146 +10%
MFFIA
2678
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$276K +$235K +1,622 New
CCA
2679
Carrera Capital Advisors
Michigan
$276K +$235K +1,620 New
FHC
2680
First Heartland Consultants
Missouri
$276K -$474K -3,271 -67%
SIA
2681
SGL Investment Advisors
Montana
$276K +$214K +1,475 New
CNWM
2682
Clay Northam Wealth Management
California
$276K +$4.63K +32 +2%
BWM
2683
BigSur Wealth Management
Florida
$275K -$10.9K -75 -4%
JWBC
2684
J.W. Burns & Co
New York
$275K
MRCM
2685
M&R Capital Management
New Jersey
$275K +$4.34K +30 +2%
CCM
2686
Canal Capital Management
Virginia
$275K +$435 +3 +0.2%
CFFP
2687
Center for Financial Planning
Michigan
$274K
FBFS
2688
First Business Financial Services
Wisconsin
$274K +$2.9K +20 +1%
SP
2689
Successful Portfolios
Florida
$274K
PP
2690
Pingora Partners
Wyoming
$273K
AF
2691
AtlasMark Financial
Texas
$273K +$232K +1,600 New
CYG
2692
Clean Yield Group
Vermont
$272K +$6.66K +46 +3%
TW
2693
Transform Wealth
Colorado
$272K
IA
2694
IAM Advisory
Pennsylvania
$272K +$724 +5 +0.3%
SWM
2695
Sendero Wealth Management
Texas
$271K -$105K -724 -31%
SPWG
2696
Syntegra Private Wealth Group
Missouri
$270K +$5.79K +40 +3%
TCM
2697
TruNorth Capital Management
Michigan
$270K
DIM
2698
Delta Investment Management
California
$269K -$20.6K -142 -8%
CCFM
2699
Clear Creek Financial Management
Washington
$269K +$10.1K +70 +5%
SWM
2700
Sugarloaf Wealth Management
Georgia
$269K

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.