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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
VWWMG
2751
Vermillion & White Wealth Management Group
Pennsylvania
$147K
SIC
2752
SJS Investment Consulting
Ohio
$145K +$25.5K +205 +25%
EIM
2753
Essex Investment Management
Massachusetts
$141K
ACM
2754
Accent Capital Management
Ohio
$141K +$74.5K +600 +150%
LJHT
2755
Laurie J. Hall Trustee
$141K
NECFA
2756
New England Capital Financial Advisors
Connecticut
$141K +$373 +3 +0.3%
VAMG
2757
Voisard Asset Management Group
Michigan
$140K
TWP
2758
Triad Wealth Partners
Kansas
$140K +$123K +991 New
JWM
2759
Jupiter Wealth Management
Colorado
$139K +$124K +1,000 New
GKIM
2760
GW&K Investment Management
Massachusetts
$139K +$19.4K +156 +19%
CAM
2761
Creekmur Asset Management
Illinois
$138K -$38.6K -311 -24%
TFA
2762
Transamerica Financial Advisors
Florida
$136K
CSB
2763
City State Bank
Iowa
$134K -$2.73K -22 -2%
DPW
2764
DiNuzzo Private Wealth
Pennsylvania
$134K +$2.36K +19 +2%
TIM
2765
Tortoise Investment Management
New York
$133K +$43.3K +349 +59%
GC
2766
Gould Capital
Washington
$132K
NMM
2767
Naples Money Management
Florida
$128K +$621 +5 +0.6%
ECM
2768
Elgethun Capital Management
South Dakota
$124K +$124 +1 +0.1%
WAG
2769
Wiser Advisor Group
Arizona
$123K +$497 +4 +0.5%
GCM
2770
Gables Capital Management
Florida
$123K
NIMI
2771
Natixis Investment Managers International
France
$122K
ITFISA
2772
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$121K +$91.8K +739 +626%
PAG
2773
Paladin Advisory Group
Iowa
$120K
AWM
2774
Abound Wealth Management
Tennessee
$119K +$124 +1 +0.1%
SFCL
2775
Strengthening Families & Communities LLC
Massachusetts
$118K +$745 +6 +0.7%

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.