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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
SFO
2776
Standard Family Office
South Dakota
$118K
SCA
2777
Stuart Chaussee & Associates
California
$113K
TLCM
2778
Twin Lakes Capital Management
California
$113K
RS
2779
Rakuten Securities
Japan
$111K -$141K -1,132 -59%
MSFP
2780
Mark Sheptoff Financial Planning
Connecticut
$107K +$32.4K +261 +52%
FC
2781
Fairscale Capital
New Hampshire
$103K +$90K +725 New
OW
2782
Olistico Wealth
Oklahoma
$102K +$90K +725 New
BWAM
2783
Boyd Watterson Asset Management
Ohio
$102K
SA
2784
Scarborough Advisors
Maryland
$99.4K +$10.7K +86 +14%
MWM
2785
Mascoma Wealth Management
New Hampshire
$99K
ICM
2786
Islay Capital Management
Texas
$98.8K +$24.8K +200 +40%
MFA
2787
McClarren Financial Advisors
Pennsylvania
$98K -$33.7K -271 -39%
EC
2788
EdgeRock Capital
Colorado
$97.4K +$85.7K +690 New
BPAMU
2789
BTG Pactual Asset Management US
New York
$96.9K +$85.2K +686 New
BHWM
2790
Bay Harbor Wealth Management
Maryland
$96.6K -$9.94K -80 -10%
TWD
2791
True Wealth Design
Ohio
$95.2K +$1.61K +13 +2%
MS
2792
Mizuho Securities
Japan
$94.6K +$70.8K +570 +570%
CWC
2793
Carolinas Wealth Consulting
North Carolina
$91.4K -$2.61K -21 -3%
FFO
2794
Fortitude Family Office
Arizona
$90.1K +$27.6K +222 +53%
WIA
2795
Wetzel Investment Advisors
Indiana
$89.2K -$56.3K -453 -39%
DF
2796
DecisionPoint Financial
Arizona
$87.2K
RWMG
2797
Redwood Wealth Management Group
New Jersey
$86.1K +$75.8K +610 New
ETS
2798
ESL Trust Services
New York
$84.7K
MSWM
2799
Mowery & Schoenfeld Wealth Management
Illinois
$83K +$31.8K +256 +77%
AFWM
2800
Abich Financial Wealth Management
Virginia
$82.5K +$6.83K +55 +10%

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.