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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
BWFA
2851
Baltimore-Washington Financial Advisors
Maryland
$216K +$183K +1,265 New
LL
2852
LWMG LLC
Minnesota
$215K +$183K +1,264 New
XT
2853
XTX Topco
Cayman Islands
$215K +$183K +1,263 New
VH
2854
Visionary Horizons
Tennessee
$215K +$183K +1,262 New
LWP
2855
LMG Wealth Partners
Louisiana
$215K +$183K +1,262 New
RIM
2856
Redwood Investment Management
Arizona
$215K -$418K -2,885 -70%
IIM
2857
Ironwood Investment Management
Massachusetts
$215K -$62.1K -429 -25%
WGC
2858
Watts Gwilliam & Co
Arizona
$215K +$178K +1,232 New
SC
2859
Solstein Capital
California
$214K
AA
2860
Acorns Advisers
California
$214K +$182K +1,257 New
PWP
2861
Precedent Wealth Partners
Texas
$214K +$181K +1,253 New
MAG
2862
MRA Advisory Group
New Jersey
$213K +$181K +1,252 New
SFA
2863
Souders Financial Advisors
Ohio
$213K +$181K +1,248 New
TP
2864
Tranquility Partners
Tennessee
$213K +$181K +1,248 New
GHAM
2865
Gilman Hill Asset Management
Connecticut
$212K +$180K +1,246 New
WFA
2866
WestHill Financial Advisors
California
$211K +$179K +1,239 New
MA
2867
MKT Advisors
California
$211K +$182K +1,257 New
SFA
2868
Source Financial Advisors
New York
$210K +$179K +1,233 New
CTB
2869
Country Trust Bank
Illinois
$210K
BFPW
2870
BOK Financial Private Wealth
Colorado
$210K +$8.84K +61 +5%
BWA
2871
BCU Wealth Advisors
Illinois
$210K +$178K +1,230 New
C
2872
Covestor
United Kingdom
$209K -$18.4K -127 -9%
TFF
2873
The Family Firm
Maryland
$207K +$14.2K +98 +9%
CPP
2874
Capasso Planning Partners
South Carolina
$207K +$176K +1,213 New
IWP
2875
Insight Wealth Partners
Texas
$207K -$81.7K -564 -32%

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.