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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
SP
2701
Systematic Portfolios
New York
$206K +$182K +1,462 New
BAM
2702
Bellevue Asset Management
Washington
$206K
RCA
2703
Riverview Capital Advisers
Massachusetts
$205K -$53.3K -429 -23%
PCMK
2704
Paragon Capital Management (Kansas)
Kansas
$205K +$181K +1,455 New
NFG
2705
Northeast Financial Group
Pennsylvania
$205K +$181K +1,454 New
STAS
2706
Strong Tower Advisory Services
Minnesota
$205K +$181K +1,454 New
WP
2707
WealthShield Partners
North Carolina
$205K +$180K +1,453 New
MWM
2708
Massachusetts Wealth Management
Massachusetts
$205K +$180K +1,450 New
ST
2709
Sageworth Trust
Pennsylvania
$205K +$180K +1,449 New
2L
2710
25 LLC
Missouri
$204K +$180K +1,447 New
WFA
2711
West Financial Advisors
Iowa
$204K -$6.95K -56 -4%
TL
2712
Tradewinds LLC
North Carolina
$204K +$179K +1,445 New
GHA
2713
Granite Harbor Advisors
Texas
$204K +$179K +1,444 New
SFS
2714
Sharp Financial Services
Pennsylvania
$203K +$179K +1,438 New
SA
2715
Shilanski & Associates
Alaska
$203K +$178K +1,436 New
CW
2716
CIC Wealth
Maryland
$202K +$178K +1,433 New
CIG
2717
Cullen Investment Group
Louisiana
$202K +$178K +1,432 New
PCFFS
2718
Pacific Center for Financial Services
California
$202K
MTWM
2719
Masso Torrence Wealth Management
New Jersey
$201K +$177K +1,427 New
JJBC
2720
James J. Burns & Company
New York
$201K +$177K +1,425 New
SAM
2721
Satovsky Asset Management
New York
$201K +$176K +1,421 New
EE
2722
EWG Elevate
California
$201K +$176K +1,421 New
MWM
2723
Melfa Wealth Management
Massachusetts
$200K +$176K +1,417 New
PSB
2724
Piscataqua Savings Bank
New Hampshire
$198K
AIM
2725
Acropolis Investment Management
Missouri
$195K -$9.19K -74 -5%

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.