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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
MWM
2776
Melfa Wealth Management
Massachusetts
$241K
Optiver Holding
2777
Optiver Holding
Netherlands
$241K -$1.69M -11,646 -89%
TPWA
2778
Twin Peaks Wealth Advisors
California
$241K +$205K +1,412 New
EGWAG
2779
Elwood & Goetz Wealth Advisory Group
Georgia
$240K +$204K +1,410 New
HWP
2780
Heritage Wealth Partners
Ohio
$240K +$204K +1,410 New
SHF
2781
Stage Harbor Financial
Massachusetts
$240K +$198K +1,365 New
MSCM
2782
McElhenny Sheffield Capital Management
Texas
$240K +$204K +1,408 New
RI
2783
RWWM Inc
California
$240K +$204K +1,407 New
PSF
2784
Pacific Sun Financial
California
$240K -$29K -200 -12%
PSB
2785
Piscataqua Savings Bank
New Hampshire
$239K
LBWM
2786
Left Brain Wealth Management
Illinois
$239K +$203K +1,401 New
RTC
2787
Riverview Trust Company
Washington
$239K +$4.34K +30 +2%
WF
2788
Whelan Financial
California
$238K +$203K +1,399 New
LWAM
2789
Legacy Wealth Asset Management
Minnesota
$237K +$202K +1,392 New
BAM
2790
Bellevue Asset Management
Washington
$237K -$10.3K -71 -5%
TA
2791
TPG Advisors
Illinois
$236K +$201K +1,386 New
SA
2792
Shilanski & Associates
Alaska
$235K -$7.97K -55 -4%
AF
2793
Apollon Financial
South Carolina
$235K +$200K +1,380 New
HP
2794
Hilltop Partners
Indiana
$235K +$200K +1,380 New
SC
2795
Soundwatch Capital
Connecticut
$235K +$200K +1,379 New
WFA
2796
West Financial Advisors
Iowa
$235K -$9.85K -68 -5%
BBWP
2797
Beacon Bridge Wealth Partners
Pennsylvania
$235K +$199K +1,377 New
SWP
2798
Significant Wealth Partners
Illinois
$235K +$199K +1,377 New
KTM
2799
Keeler Thomas Management
Utah
$234K +$199K +1,373 New
WFAG
2800
Wescott Financial Advisory Group
Pennsylvania
$234K +$199K +1,372 New

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.