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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
RTC
2726
Riverview Trust Company
Washington
$193K
KWAG
2727
Kiely Wealth Advisory Group
North Carolina
$193K
BGAI
2728
Bruce G. Allen Investments
Colorado
$192K +$86.6K +697 +106%
C
2729
Covestor
United Kingdom
$191K +$3.23K +26 +2%
WWM
2730
Wolff Wiese Magana
California
$186K +$2.73K +22 +2%
SWM
2731
Sanctuary Wealth Management
Idaho
$180K
IGWM
2732
ICA Group Wealth Management
Colorado
$178K -$440K -3,547 -74%
KA
2733
Kozak & Associates
Colorado
$177K
SC
2734
Solstein Capital
California
$177K
CTB
2735
Country Trust Bank
Illinois
$174K -$9.31K -75 -6%
RWM
2736
Ruedi Wealth Management
Illinois
$170K +$4.97K +40 +3%
POIA
2737
Pin Oak Investment Advisors
Texas
$168K
BSC
2738
Brown Shipley & Co
United Kingdom
$168K +$621 +5 +0.4%
PA
2739
PSI Advisors
Florida
$167K -$1.24K -10 -0.8%
BFPW
2740
BOK Financial Private Wealth
Colorado
$165K
PPC
2741
Park Place Capital
Alabama
$165K -$7.7K -62 -5%
MLM
2742
Mount Lucas Management
Pennsylvania
$164K +$145K +1,165 New
TFF
2743
The Family Firm
Maryland
$158K +$139K +1,116 New
TCM
2744
Tradewinds Capital Management
Washington
$155K
BIA
2745
Bell Investment Advisors
California
$153K +$1.37K +11 +1%
BFS
2746
Burkett Financial Services
South Carolina
$151K +$497 +4 +0.4%
MFG
2747
Mendota Financial Group
Wisconsin
$150K
HWA
2748
HHM Wealth Advisors
Tennessee
$150K +$2.48K +20 +2%
FFA
2749
Frazier Financial Advisors
Ohio
$150K +$4.97K +40 +4%
CWM
2750
Cranbrook Wealth Management
Michigan
$149K

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.