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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
HIGP
2826
Hill Investment Group Partners
Missouri
$223K -$6.95K -48 -3%
HFS
2827
Heritage Financial Services
Massachusetts
$223K +$189K +1,308 New
BA
2828
Birinyi Associates
Connecticut
$222K +$188K +1,300 New
WAM
2829
Wallington Asset Management
Indiana
$222K +$189K +1,304 New
SFM
2830
Signet Financial Management
New Jersey
$222K +$188K +1,301 New
HBWM
2831
Hollow Brook Wealth Management
New York
$222K +$188K +1,300 New
SICM
2832
Sustainable Insight Capital Management
New York
$222K +$188K +1,300 New
TF
2833
Talbot Financial
Washington
$222K +$188K +1,300 New
TWG
2834
The Wealth Group
Minnesota
$222K +$188K +1,300 New
GA
2835
Goldstein Advisors
Wisconsin
$221K +$188K +1,298 New
SIC
2836
SJS Investment Consulting
Ohio
$221K +$38.7K +267 +26%
ZIMP
2837
Zimmermann Investment Management & Planning
Pennsylvania
$220K +$187K +1,292 New
LSPW
2838
Lake Street Private Wealth
Illinois
$220K -$1.5M -10,370 -89%
PDM
2839
Penn Davis McFarland
Texas
$220K +$187K +1,290 New
JLBC
2840
J.L. Bainbridge & Co
Florida
$219K +$186K +1,284 New
SWRP
2841
Summit Wealth & Retirement Planning
California
$218K +$186K +1,281 New
KCM
2842
Kornitzer Capital Management
Kansas
$218K +$186K +1,281 New
KFA
2843
Kelleher Financial Advisors
New York
$218K +$185K +1,278 New
CWG
2844
Crown Wealth Group
North Carolina
$217K +$185K +1,276 New
DWAM
2845
Duncan Williams Asset Management
Tennessee
$217K +$185K +1,276 New
FFA
2846
Florida Financial Advisors
Florida
$217K +$185K +1,275 New
LSWM
2847
Lorne Steinberg Wealth Management
Canada
$217K +$185K +1,275 New
ISWM
2848
Independent Solutions Wealth Management
New York
$217K +$185K +1,274 New
SWM
2849
Sanctuary Wealth Management
Idaho
$217K
DSAM
2850
Dock Street Asset Management
Florida
$216K +$184K +1,270 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.