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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
FCT
2801
First Community Trust
Iowa
$82.3K
CWM
2802
Cedar Wealth Management
California
$80.9K
BG
2803
Bellevue Group
Switzerland
$80.6K -$13.2K -106 -16%
CPA
2804
Clear Point Advisors
New York
$78.8K +$21K +169 +43%
MIFH
2805
Migdal Insurance & Financial Holdings
Israel
$77K +$68.1K +548 New
BC
2806
Broadwater Capital
Massachusetts
$72.7K +$124 +1 +0.2%
HNB
2807
Hilltop National Bank
Wyoming
$70.9K +$60.1K +484 +2,689%
GA
2808
GoalVest Advisory
New York
$70.6K -$24.8K -200 -29%
HF
2809
Halpern Financial
Virginia
$70.6K -$24.8K -200 -29%
SPM
2810
Symmetry Peak Management
Pennsylvania
$70.6K +$62.1K +500 New
CTWM
2811
Cherry Tree Wealth Management
Minnesota
$70.3K -$12K -97 -16%
MIA
2812
MeadowBrook Investment Advisors
Michigan
$68.8K
PWMG
2813
Private Wealth Management Group
New Jersey
$68.1K -$38.1K -307 -39%
FWA
2814
FSC Wealth Advisors
New York
$67.4K
SC
2815
Steph & Co
Wisconsin
$67.4K +$1.99K +16 +3%
NCM
2816
Northwest Capital Management
Oregon
$67.2K -$335K -2,700 -85%
CIAS
2817
CBIZ Investment Advisory Services
Ohio
$66.6K
PFA
2818
Pathway Financial Advisers
Indiana
$61.3K +$373 +3 +0.7%
TLA
2819
Tanglewood Legacy Advisors
Texas
$61.1K
LB
2820
Legacy Bridge
Iowa
$60.7K
DF
2821
Dunhill Financial
United Kingdom
$60K +$3.6K +29 +7%
CCC
2822
Chelsea Counsel Company
California
$56.5K +$49.7K +400 New
FPF
2823
First Pacific Financial
Washington
$55.2K -$3.73K -30 -7%
TAM
2824
Tucker Asset Management
Colorado
$54.4K -$196K -1,575 -80%
EA
2825
Evolution Advisers
Virginia
$53K

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.