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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
CCA
2926
Catalyst Capital Advisors
New York
$133K +$113K +781 New
ITFISA
2927
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$130K -$13.8K -95 -11%
OW
2928
Olistico Wealth
Oklahoma
$130K +$5.21K +36 +5%
RS
2929
Rakuten Securities
Japan
$126K -$6.81K -47 -6%
FC
2930
Fairscale Capital
New Hampshire
$124K
BWAM
2931
Boyd Watterson Asset Management
Ohio
$123K
NIMI
2932
Natixis Investment Managers International
France
$121K -$22.5K -155 -18%
MWM
2933
Mascoma Wealth Management
New Hampshire
$119K
ICM
2934
Islay Capital Management
Texas
$119K
PS
2935
Planned Solutions
California
$119K +$101K +700 New
BHWM
2936
Bay Harbor Wealth Management
Maryland
$111K -$4.49K -31 -5%
DF
2937
DecisionPoint Financial
Arizona
$107K
BG
2938
Bellevue Group
Switzerland
$106K +$7.68K +53 +9%
SC
2939
Steph & Co
Wisconsin
$106K +$21K +145 +30%
HNB
2940
Hilltop National Bank
Wyoming
$105K +$16.8K +116 +23%
CL
2941
CSS LLC
Illinois
$102K -$185K -1,279 -68%
ETS
2942
ESL Trust Services
New York
$102K
BGC
2943
Beutel, Goodman & Co
Ontario, Canada
$102K +$86.9K +600 New
MSWM
2944
Mowery & Schoenfeld Wealth Management
Illinois
$100K
DF
2945
Dunhill Financial
United Kingdom
$99.5K +$23K +159 +37%
FCT
2946
First Community Trust
Iowa
$99.3K
CIAS
2947
CBIZ Investment Advisory Services
Ohio
$99.1K +$15.8K +109 +23%
CWM
2948
Cedar Wealth Management
California
$97.6K
CPA
2949
Clear Point Advisors
New York
$95.3K +$145 +1 +0.2%
LB
2950
Legacy Bridge
Iowa
$89.1K +$13.5K +93 +22%

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.