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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
VAMG
2901
Voisard Asset Management Group
Michigan
$172K +$2.03K +14 +1%
ACM
2902
Accent Capital Management
Ohio
$170K
EIM
2903
Essex Investment Management
Massachusetts
$170K
LJHT
2904
Laurie J. Hall Trustee
$170K
NECFA
2905
New England Capital Financial Advisors
Connecticut
$170K +$145 +1 +0.1%
PA
2906
PSI Advisors
Florida
$168K -$28.8K -199 -17%
CAM
2907
Creekmur Asset Management
Illinois
$167K +$145 +1 +0.1%
PWA
2908
Provenance Wealth Advisors
Florida
$165K +$116K +800 +473%
CSB
2909
City State Bank
Iowa
$162K
CIA
2910
Cape Investment Advisory
Georgia
$159K +$83.1K +574 +159%
PCMC
2911
Planning Capital Management Corporation
Pennsylvania
$155K -$82.3K -568 -38%
NMM
2912
Naples Money Management
Florida
$153K +$579 +4 +0.4%
RFG
2913
REAP Financial Group
Texas
$153K +$87.8K +606 +210%
FFO
2914
Fortitude Family Office
Arizona
$151K +$36.2K +250 +39%
ECM
2915
Elgethun Capital Management
South Dakota
$150K +$145 +1 +0.1%
AWM
2916
Abound Wealth Management
Tennessee
$149K +$4.92K +34 +4%
WAG
2917
Wiser Advisor Group
Arizona
$149K +$290 +2 +0.2%
GCM
2918
Gables Capital Management
Florida
$149K
GC
2919
Gould Capital
Washington
$145K -$11.4K -79 -8%
SHF
2920
Safe Harbor Fiduciary
Florida
$144K +$122K +844 New
SFCL
2921
Strengthening Families & Communities LLC
Massachusetts
$142K +$145 +1 +0.1%
SFO
2922
Standard Family Office
South Dakota
$142K
SCA
2923
Stuart Chaussee & Associates
California
$136K
TLCM
2924
Twin Lakes Capital Management
California
$136K
PAG
2925
Paladin Advisory Group
Iowa
$134K -$7.24K -50 -6%

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.