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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
ACM
2751
Aljian Capital Management
Nevada
$250K +$212K +1,465 New
RA
2752
Rise Advisors
New York
$249K -$13.9K -96 -6%
SFB
2753
STAR Financial Bank
Indiana
$249K -$43.5K -300 -17%
RCA
2754
Riverview Capital Advisers
Massachusetts
$249K +$579 +4 +0.3%
MPCA
2755
Madison Park Capital Advisors
Washington
$248K -$1.16K -8 -0.5%
WP
2756
WealthShield Partners
North Carolina
$248K
TIM
2757
Tortoise Investment Management
New York
$247K +$74.2K +512 +55%
MWM
2758
Massachusetts Wealth Management
Massachusetts
$247K
NHT
2759
New Hampshire Trust
New Hampshire
$247K +$210K +1,450 New
PCMM
2760
Piedmont Capital Management (Montana)
Montana
$247K +$201K +1,391 New
GWM
2761
GDS Wealth Management
Texas
$246K -$21.4K -148 -9%
EWA
2762
Encompass Wealth Advisors
Oregon
$246K +$209K +1,446 New
CIG
2763
CHB Investment Group
Pennsylvania
$246K +$209K +1,443 New
JSL
2764
JT Stratford LLC
Georgia
$245K +$208K +1,436 New
CIG
2765
Cullen Investment Group
Louisiana
$244K +$145 +1 +0.1%
AWA
2766
Acorn Wealth Advisors
Michigan
$244K +$207K +1,431 New
BFG
2767
Bouchey Financial Group
New York
$244K +$207K +1,431 New
EE
2768
EWG Elevate
California
$244K +$1.45K +10 +0.7%
NFG
2769
Northeast Financial Group
Pennsylvania
$244K -$3.62K -25 -2%
PCFFS
2770
Pacific Center for Financial Services
California
$244K
MTWM
2771
Masso Torrence Wealth Management
New Jersey
$243K
WWM
2772
Wolff Wiese Magana
California
$242K +$15.4K +106 +8%
SEP
2773
Southland Equity Partners
Missouri
$242K +$206K +1,422 New
PSCM
2774
Per Stirling Capital Management
Texas
$242K -$460K -3,173 -69%
KW
2775
KWB Wealth
California
$241K

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.