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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
TC
2801
Tacita Capital
Ontario, Canada
$233K -$23.2K -160 -10%
NJBEST
2802
New Jersey Better Educational Savings Trust
New Jersey
$233K +$198K +1,365 New
CPC
2803
Cookson Peirce & Co
Pennsylvania
$232K +$197K +1,363 New
WQ
2804
Wealth Quarterback
New Jersey
$232K +$197K +1,360 New
MFP
2805
Meridian Financial Partners
Virginia
$231K +$196K +1,353 New
SSC
2806
Syverson Strege & Co
Iowa
$231K -$23K -159 -11%
MFG
2807
Menard Financial Group
Texas
$231K +$196K +1,353 New
CW
2808
CIC Wealth
Maryland
$230K -$11.9K -82 -6%
GGS
2809
Galvin Gaustad & Stein
Arizona
$230K +$196K +1,351 New
FRA
2810
Front Row Advisors
California
$230K -$210K -1,449 -52%
SOW
2811
State of Wyoming
Wyoming
$230K +$194K +1,337 +10,285%
AC
2812
Avenir Corporation
Virginia
$230K +$196K +1,350 New
LI
2813
Lafayette Investments
Maryland
$230K +$196K +1,350 New
MWA
2814
Mills Wealth Advisors
Texas
$230K -$38.4K -265 -16%
USWIA
2815
UP Strategic Wealth Investment Advisors
Pennsylvania
$229K +$195K +1,346 New
GPA
2816
Guerra Pan Advisors
New Jersey
$229K +$194K +1,342 New
SWM
2817
Stapp Wealth Management
Washington
$227K +$193K +1,335 New
BGAI
2818
Bruce G. Allen Investments
Colorado
$227K -$3.91K -27 -2%
KC
2819
Kinloch Capital
Virginia
$225K +$191K +1,322 New
BWM
2820
Brown Wealth Management
Illinois
$225K +$191K +1,321 New
AC
2821
Asio Capital
Kentucky
$225K +$191K +1,320 New
FS
2822
Financial Symmetry
North Carolina
$224K +$191K +1,317 New
SFWA
2823
Summit Financial Wealth Advisors
Louisiana
$224K +$191K +1,316 New
AT
2824
American Trust
Kentucky
$223K +$190K +1,310 New
IPW
2825
IronBridge Private Wealth
Texas
$223K +$190K +1,309 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.