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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
ZRP
3001
Zynergy Retirement Planning
New Jersey
$38.3K
VWA
3002
Valued Wealth Advisors
Utah
$37K +$3.62K +25 +13%
FGA
3003
Fortis Group Advisors
New Jersey
$36.3K
TAM
3004
Tucker Asset Management
Colorado
$35.1K -$25.9K -179 -46%
WCM
3005
Westend Capital Management
California
$34.4K
DI
3006
DAGCO Inc
Ohio
$34.1K
LWA
3007
Lowe Wealth Advisors
Maryland
$34.1K
DCM
3008
Disciplina Capital Management
Tennessee
$32.4K +$27.5K +190 New
BL
3009
BFSG LLC
California
$30.6K
GWMI
3010
Guardian Wealth Management (Illinois)
Illinois
$30K
HWM
3011
HighMark Wealth Management
Minnesota
$29.7K
CCMI
3012
Creative Capital Management Investments
California
$29K
KPP
3013
Kings Path Partners
Texas
$28.8K
LOIP
3014
Live Oak Investment Partners
Texas
$28.5K
LFA
3015
Legend Financial Advisors
Pennsylvania
$26.8K
AW
3016
Avion Wealth
Texas
$25K +$3.77K +26 +21%
AFS
3017
Annapolis Financial Services
Maryland
$24.8K +$724 +5 +4%
SC
3018
Swan Capital
Florida
$23.9K
BC
3019
Barrett & Company
Rhode Island
$23K -$8.69K -60 -31%
Cohen & Steers
3020
Cohen & Steers
New York
$23K -$17.7K -122 -47%
AAG
3021
Accordant Advisory Group
Maryland
$22.2K +$724 +5 +4%
CWA
3022
Carolina Wealth Advisors
South Carolina
$21.6K +$12.6K +87 +218%
BFP
3023
Briaud Financial Planning
Texas
$21K
W
3024
WealthCollab
Washington
$20.8K +$12K +83 +213%
SHIM
3025
Stone House Investment Management
Pennsylvania
$20.1K +$4.34K +30 +34%

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.