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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
PFT
2726
Providence First Trust
Arizona
$259K
TPW
2727
Tiller Private Wealth
Pennsylvania
$259K
KA
2728
Kozak & Associates
Colorado
$259K +$36.6K +253 +21%
SC
2729
Summa Corp
Texas
$258K +$220K +1,517 New
AWC
2730
Adamsbrown Wealth Consultants
Kansas
$258K +$2.17K +15 +1%
CCIA
2731
Cherry Creek Investment Advisors
Colorado
$257K +$290 +2 +0.1%
MA
2732
MJP Associates
Connecticut
$257K +$218K +1,507 New
B
2733
Bensler
Washington
$256K +$145 +1 +0.1%
KBFS
2734
Kohmann Bosshard Financial Services
Ohio
$256K +$218K +1,504 New
Aristotle Capital Management
2735
Aristotle Capital Management
California
$256K
DIM
2736
DLK Investment Management
California
$255K
CWA
2737
CM Wealth Advisors
Ohio
$255K
WFMPM
2738
Woodley Farra Manion Portfolio Management
Indiana
$254K -$8.4K -58 -4%
EIG
2739
Ellenbecker Investment Group
Wisconsin
$253K +$290 +2 +0.1%
AC
2740
Allstate Corporation
Illinois
$253K -$567K -3,914 -73%
RWB
2741
RMR Wealth Builders
New Jersey
$252K -$9.99K -69 -4%
FAM
2742
Flaharty Asset Management
Florida
$252K -$86.6K -598 -29%
ACG
2743
Allen Capital Group
Nebraska
$252K +$214K +1,478 New
IWA
2744
IVC Wealth Advisors
Pennsylvania
$252K -$14.6K -101 -6%
TFA
2745
Tobias Financial Advisors
Florida
$251K -$20.1K -139 -9%
C1AG
2746
Client 1st Advisory Group
Florida
$251K
PPWM
2747
Paragon Private Wealth Management
Kentucky
$251K +$213K +1,472 New
2L
2748
25 LLC
Missouri
$251K +$3.48K +24 +2%
KA
2749
Kooman & Associates
Pennsylvania
$250K -$13.3K -92 -6%
BCP
2750
Blue Chip Partners
Michigan
$250K -$71.7K -495 -25%

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.