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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
ST
2876
Sageworth Trust
Pennsylvania
$205K -$35.6K -246 -17%
DSN
2877
D. Scott Neal
Kentucky
$204K +$174K +1,200 New
AWAP
2878
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K +$174K +1,199 New
BWG
2879
Berry Wealth Group
Texas
$204K +$174K +1,199 New
BBA
2880
Braun-Bostich & Associates
Pennsylvania
$203K +$173K +1,192 New
BSC
2881
Brown Shipley & Co
United Kingdom
$202K
CWMS
2882
Cannon Wealth Management Services
North Carolina
$202K +$172K +1,185 New
GG
2883
GenWealth Group
New Jersey
$202K +$172K +1,185 New
VPI
2884
Value Partners Investments
Manitoba, Canada
$202K -$32.7M -225,965 -100%
KCPG
2885
Kavar Capital Partners Group
Kansas
$201K +$171K +1,182 New
CIA
2886
Cladis Investment Advisory
Montana
$201K +$171K +1,178 New
BOH
2887
Bank of Hawaii
Hawaii
$200K +$170K +1,175 New
LSIA
2888
LaSalle St. Investment Advisors
Illinois
$200K -$43.5K -300 -20%
PPC
2889
Park Place Capital
Alabama
$199K
GKIM
2890
GW&K Investment Management
Massachusetts
$194K +$22.6K +156 +16%
CWC
2891
Carolinas Wealth Consulting
North Carolina
$189K +$66.9K +462 +71%
TCM
2892
Tradewinds Capital Management
Washington
$187K
BIA
2893
Bell Investment Advisors
California
$187K +$1.16K +8 +0.7%
BFS
2894
Burkett Financial Services
South Carolina
$183K +$435 +3 +0.3%
HWA
2895
HHM Wealth Advisors
Tennessee
$181K
CWM
2896
Cranbrook Wealth Management
Michigan
$180K
VWWMG
2897
Vermillion & White Wealth Management Group
Pennsylvania
$177K
PW
2898
Paladin Wealth
Minnesota
$177K +$150K +1,037 New
VNA
2899
Valley National Advisers
Pennsylvania
$175K -$329K -2,269 -69%
FFA
2900
Frazier Financial Advisors
Ohio
$174K -$5.36K -37 -3%

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.