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Oracle

2,915 hedge funds and large institutions have $169B invested in Oracle in 2024 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 1,239 increasing their positions, 1,014 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 103

36% more funds holding in top 10

Funds holding in top 10: 108147 (+39)

22% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 1,014

14% more capital invested

Capital invested by funds: $148B → $169B (+$20.9B)

4% more funds holding

Funds holding: 2,8112,915 (+104)

4% more call options, than puts

Call options by funds: $3.46B | Put options by funds: $3.32B

0.47% more ownership

Funds ownership: 43%43.47% (+0.47%)

Holders
2,915
Holders Change
+104
Holders Change %
+3.7%
% of All Funds
42.1%
Holding in Top 10
147
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+36.11%
% of All Funds
2.12%
New
242
Increased
1,239
Reduced
1,014
Closed
103
Calls
$3.46B
Puts
$3.32B
Net Calls
+$139M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
3001
Ionic Capital Management
New York
-$201K -1,600 Closed
IC
3002
Iconiq Capital
California
-$200K -1,592 Closed
BWM
3003
BKM Wealth Management
Wisconsin
-$101K -808 Closed
CWAF
3004
Core Wealth Advisors (Florida)
Florida
-$94.2K -750 Closed
LF
3005
LifeSteps Financial
California
-$82.7K -658 Closed
VL
3006
Vima LLC
Michigan
-$54.1K -582 Closed
FFWM
3007
Future Financial Wealth Management
Ohio
-$53.4K -425 Closed
FGAM
3008
Financial Gravity Asset Management
Texas
-$45.4K -388 Closed
FSWA
3009
Financial Synergies Wealth Advisors
Texas
-$41.1K -328 Closed
CT
3010
Clearstead Trust
Maine
-$33.7K -268 Closed
SG
3011
Sienna Gestion
France
-$32.4K -258 Closed
XC
3012
XY Capital
Hong Kong
-$20.7K -167 Closed
KLWA
3013
Kelly Lawrence W & Associates
California
-$20.9K -166 Closed
MAM
3014
MMA Asset Management
Pennsylvania
-$12.9K -103 Closed
TCM
3015
TD Capital Management
Tennessee
-$6.28K -50 Closed
GFL
3016
Granite FO LLC
New Hampshire
-$5.79K -42 Closed
KSWA
3017
Kathleen S. Wright Associates
Pennsylvania
-$4.52K -36 Closed
VF
3018
VitalStone Financial
Texas
-$3K -20 Closed
ACM
3019
Anfield Capital Management
California
-$2.01K -16 Closed
TWP
3020
TFO Wealth Partners
Ohio
-$377 -3 Closed

ORCL Hedge Fund Activity: Q2 2024 in Review

2,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2024, worth a combined $169B — up 14% from $148B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 103 closed out — a net gain of 139 holders — while 1,239 added to existing stakes and 1,014 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was Capital World Investors, cutting an estimated $717M.

  • 2,915 institutional investors held Oracle (ORCL) as of Q2 2024, up from 2,811 in Q1 2024.
  • Funds reported $169B of Oracle stock for Q2 2024, up 14% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q2 2024 and 103 closed out, a net change of +139 holders.
  • The largest Oracle buyer in Q2 2024 was Fidelity Investments, an estimated $1.51B added.
  • The largest Oracle seller in Q2 2024 was Capital World Investors, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2024.