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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
AW
2876
Avion Wealth
Texas
$17K +$2.86K +23 +22%
CMP
2877
Coston McIsaac & Partners
Maine
$16K
CMA
2878
Cedar Mountain Advisors
Oregon
$14.7K
TCA
2879
Trifecta Capital Advisors
Illinois
$14.5K
WAS
2880
Winch Advisory Services
Wisconsin
$13.7K
TFM
2881
TFC Financial Management
Massachusetts
$13.1K -$124 -1 -1%
SHIM
2882
Stone House Investment Management
Pennsylvania
$12.4K -$3.6K -29 -25%
KFP
2883
Keener Financial Planning
Texas
$12K
QL
2884
Quarry LP
New York
$11.3K -$65.3K -526 -87%
MDCM
2885
Morgan Dempsey Capital Management
Wisconsin
$10.2K
HWM
2886
Horizons Wealth Management
North Carolina
$9.98K
FG
2887
Fairman Group
Pennsylvania
$9.88K
ECM
2888
Everence Capital Management
Indiana
$8.79K
GI
2889
GS Investments
Minnesota
$7.06K
RF
2890
Robinswood Financial
Washington
$7.06K
SFC
2891
Strategic Financial Concepts
Texas
$6.9K +$11.6M +93,390 New
PP
2892
PFS Partners
New Jersey
$6.78K
LIM
2893
Longfellow Investment Management
Massachusetts
$6.21K
MAM
2894
Marquette Asset Management
Minnesota
$6.21K
NMG
2895
New Millennium Group
Utah
$6.07K +$5.34K +43 New
UIA
2896
Ulland Investment Advisors
Minnesota
$6K +$1.24K +10 +28%
CWA
2897
Carolina Wealth Advisors
South Carolina
$5.65K
W
2898
WealthCollab
Washington
$5.51K
CB
2899
Chris Bulman
California
$5.37K +$4.72K +38 New
PS
2900
PayPay Securities
Japan
$5.22K -$1.12K -9 -20%

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.