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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
IRAG
2976
Investment Research & Advisory Group
Georgia
$55K
RWA
2977
Redmont Wealth Advisors
Illinois
$54.4K
AWM
2978
Activest Wealth Management
Florida
$53.2K +$8.11K +56 +22%
KHC
2979
Koesten Hirschmann & Crabtree
Kansas
$51.8K
EPW
2980
Evergreen Private Wealth
Colorado
$51.3K
BCM
2981
Blume Capital Management
California
$51.1K
AWM
2982
Avondale Wealth Management
Texas
$51.1K +$43.5K +300 New
FF
2983
Friedenthal Financial
New Jersey
$51.1K +$43.5K +300 New
CIR
2984
Clear Investment Research
Georgia
$50.1K
T
2985
Tidemark
California
$47.1K
LIA
2986
Luken Investment Analytics
Tennessee
$46.3K
WOC
2987
West Oak Capital
California
$46.2K -$106K -735 -3%
BIM
2988
Breakwater Investment Management
Washington
$45.8K
RWML
2989
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$45.3K -$144K -992 -79%
APF
2990
Alaska Permanent Fund
Alaska
$44.6K
RWM
2991
Reston Wealth Management
Virginia
$44.4K +$37.8K +261 New
MS
2992
Mizuho Securities
Japan
$44.3K -$59.4K -410 -61%
A
2993
AlphaQuest
New York
$44K -$3.91K -27 -9%
SA
2994
SRH Advisors
Kansas
$42.9K
BFA
2995
BBJS Financial Advisors
Washington
$42.6K
PCWA
2996
Pacific Capital Wealth Advisors
California
$41.9K -$145 -1 -0.4%
AP
2997
Aspect Partners
Virginia
$40K
RDFA
2998
Ritter Daniher Financial Advisory
Ohio
$40K
RDIA
2999
RE Dickinson Investment Advisors
Iowa
$39.5K
IAS
3000
IMA Advisory Services
Colorado
$38.9K +$33K +228 New

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.