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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
NRI
2701
NFP Retirement Inc
California
$268K -$7.97K -55 -3%
AL
2702
ACAS LLC
California
$268K +$1.45K +10 +0.6%
ECM
2703
Element Capital Management
New York
$268K -$946K -6,532 -81%
XS
2704
XR Securities
Illinois
$268K +$228K +1,572 New
SAM
2705
Satovsky Asset Management
New York
$268K +$21.7K +150 +11%
ABTD
2706
Arvest Bank Trust Division
Oklahoma
$267K +$227K +1,568 New
AEPWM
2707
Atlantic Edge Private Wealth Management
Florida
$267K +$1.45K +10 +0.6%
FM
2708
Family Management
New York
$267K +$9.56K +66 +4%
RP
2709
Rice Partnership
Hawaii
$267K
FFB
2710
First Financial Bankshares
Texas
$267K -$869 -6 -0.4%
SWM
2711
SFG Wealth Management
Maryland
$266K +$226K +1,563 New
PA
2712
Prossimo Advisors
California
$266K
PSFG
2713
Prairie Sky Financial Group
Illinois
$265K
HWM
2714
Hemington Wealth Management
Virginia
$265K -$41.9K -289 -15%
PCMK
2715
Paragon Capital Management (Kansas)
Kansas
$264K +$13.9K +96 +7%
CHJWM
2716
Carlton Hofferkamp & Jenks Wealth Management
Texas
$264K
AWMG
2717
Alliance Wealth Management Group
New Jersey
$263K
EDRIA
2718
Edmonds Duncan Registered Investment Advisors
Kansas
$263K +$7.39K +51 +3%
CCM
2719
Coerente Capital Management
Ontario, Canada
$262K -$3.62K -25 -2%
MPCG
2720
Matrix Private Capital Group
New York
$262K
OFS
2721
Oldfather Financial Services
Nebraska
$262K +$3.19K +22 +1%
CWM
2722
Cherrydale Wealth Management
New Jersey
$262K
AWM
2723
Atticus Wealth Management
Florida
$262K -$2.61K -18 -1%
NOI
2724
Newton One Investments
Delaware
$261K +$579 +4 +0.3%
WPWM
2725
Western Pacific Wealth Management
Illinois
$261K -$117K -810 -35%

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.