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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
LA
276
LBP AM
France
$50.5M +$29.7M +205,082 +224%
RJT
277
Raymond James Trust
Florida
$49.8M -$589K -4,069 -1%
MML Investors Services
278
MML Investors Services
Massachusetts
$49.3M +$1.86M +12,833 +5%
Bank of Nova Scotia
279
Bank of Nova Scotia
Ontario, Canada
$49.2M -$61.1M -422,010 -59%
Focus Partners Wealth
280
Focus Partners Wealth
Massachusetts
$48.9M +$96.9K +669 +0.2%
EB
281
Eastern Bank
Massachusetts
$48.8M +$15.5M +106,982 +60%
OAM
282
Oppenheimer Asset Management
New York
$48.8M +$18.4M +126,985 +80%
TRSOTSOK
283
Teachers Retirement System of the State of Kentucky
Kentucky
$48.6M -$4.55M -31,433 -10%
GT
284
Glenview Trust
Kentucky
$48.2M +$20.9K +144 +0.1%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$48.1M -$1.91M -13,179 -5%
HA
286
Homestead Advisers
Virginia
$48M -$29K -200 -0.1%
AFCM
287
Applied Finance Capital Management
Puerto Rico
$47.9M +$40.7M +280,834 New
OA
288
Oak Associates
Ohio
$47.6M -$217K -1,500 -0.5%
BBVA
289
Banco Bilbao Vizcaya Argentaria
Spain
$47.3M -$66.5K -459 -0.2%
CI Investments Inc
290
CI Investments Inc
Ontario, Canada
$46.7M -$2.95M -20,390 -7%
CSIC
291
Clifford Swan Investment Counsel
California
$46.2M -$508K -3,509 -1%
NAM
292
NorthCrest Asset Manangement
Minnesota
$45.6M +$4.53M +31,274 +13%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$45.5M +$2.82M +19,472 +8%
SCTC
294
Sanibel Captiva Trust Company
Florida
$45.4M -$195K -1,344 -0.5%
Federated Hermes
295
Federated Hermes
Pennsylvania
$44.3M +$383K +2,642 +1%
URS
296
Utah Retirement Systems
Utah
$44.3M +$159K +1,100 +0.4%
HPC
297
HM Payson & Co
Maine
$44.1M -$54K -373 -0.1%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$43.8M +$3.74M +25,841 +11%
MCM
299
MAI Capital Management
Ohio
$43.8M -$1.19M -8,201 -3%
AI
300
Atria Investments
North Carolina
$43.1M +$5.52M +38,079 +18%

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.