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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
AP
2851
Aspect Partners
Virginia
$33.2K
RDIA
2852
RE Dickinson Investment Advisors
Iowa
$32.8K
ZRP
2853
Zynergy Retirement Planning
New Jersey
$31.8K +$27.9K +225 New
PIS
2854
POM Investment Strategies
North Carolina
$30.4K +$26.7K +215 New
FGA
2855
Fortis Group Advisors
New Jersey
$30.1K
WCM
2856
Westend Capital Management
California
$28.9K
DI
2857
DAGCO Inc
Ohio
$28.2K
LOIP
2858
Live Oak Investment Partners
Texas
$28.2K
LWA
2859
Lowe Wealth Advisors
Maryland
$28.2K
NA
2860
Nordwand Advisors
Pennsylvania
$28.2K
BC
2861
Barrett & Company
Rhode Island
$27.5K
VWA
2862
Valued Wealth Advisors
Utah
$27.1K +$4.22K +34 +22%
FW
2863
Fairway Wealth
Ohio
$26.7K +$23.5K +189 New
BL
2864
BFSG LLC
California
$25.3K
GWMI
2865
Guardian Wealth Management (Illinois)
Illinois
$24.8K +$124 +1 +0.6%
HWM
2866
HighMark Wealth Management
Minnesota
$24.6K +$124 +1 +0.6%
CCMI
2867
Creative Capital Management Investments
California
$24K
PWA
2868
Provenance Wealth Advisors
Florida
$23.9K -$99.3K -800 -83%
KPP
2869
Kings Path Partners
Texas
$23.9K +$21K +169 New
LFA
2870
Legend Financial Advisors
Pennsylvania
$22.2K -$3.97K -32 -17%
AFS
2871
Annapolis Financial Services
Maryland
$19.8K
SC
2872
Swan Capital
Florida
$19.8K +$17.4K +140 New
NC
2873
NewSquare Capital
Pennsylvania
$17.6K -$9.31K -75 -38%
AAG
2874
Accordant Advisory Group
Maryland
$17.6K
BFP
2875
Briaud Financial Planning
Texas
$17K

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.