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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
BC
2951
Broadwater Capital
Massachusetts
$87.8K
OAJ
2952
Ogorek Anthony Joseph
New York
$87K +$31.3K +216 +72%
RWM
2953
Ruedi Wealth Management
Illinois
$86.7K -$101K -698 -58%
HF
2954
Halpern Financial
Virginia
$86.2K +$2.03K +14 +3%
MSFP
2955
Mark Sheptoff Financial Planning
Connecticut
$85.2K -$37.8K -261 -34%
CTWM
2956
Cherry Tree Wealth Management
Minnesota
$84.9K
TWD
2957
True Wealth Design
Ohio
$84.3K -$25.9K -179 -27%
PWMG
2958
Private Wealth Management Group
New Jersey
$83.3K +$1.01K +7 +1%
FWA
2959
FSC Wealth Advisors
New York
$81.3K
NCM
2960
Northwest Capital Management
Oregon
$81.1K
MIA
2961
MeadowBrook Investment Advisors
Michigan
$80.6K -$2.03K -14 -3%
PFA
2962
Pathway Financial Advisers
Indiana
$74.2K
ACM
2963
Aster Capital Management
United Arab Emirates
$74K +$62.9K +434 New
TLA
2964
Tanglewood Legacy Advisors
Texas
$73.8K
FFWM
2965
Future Financial Wealth Management
Ohio
$72.4K +$61.6K +425 New
FCM
2966
Fourpath Capital Management
Oklahoma
$70.2K +$59.7K +412 New
CPG
2967
Cornerstone Planning Group
New Jersey
$68.8K +$2.9K +20 +5%
GA
2968
GoalVest Advisory
New York
$68.2K -$14.5K -100 -20%
CCC
2969
Chelsea Counsel Company
California
$68.2K
FPF
2970
First Pacific Financial
Washington
$66.6K
TIAAOA
2971
Teachers Insurance & Annuity Association of America
New York
$64.8K +$55K +380 New
EA
2972
Evolution Advisers
Virginia
$64K
FPB
2973
First PREMIER Bank
South Dakota
$63K
EFMH
2974
E Fund Management (HK)
Hong Kong
$61K +$51.6K +356 New
MLA
2975
MB, Levis & Associates
Pennsylvania
$60.1K +$7.39K +51 +17%

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.