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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
CMA
3026
Cedar Mountain Advisors
Oregon
$17.8K
TCA
3027
Trifecta Capital Advisors
Illinois
$17.6K
ACM
3028
Anfield Capital Management
California
$17K +$14.5K +100 New
WAS
3029
Winch Advisory Services
Wisconsin
$16.6K
TFM
3030
TFC Financial Management
Massachusetts
$15.8K
TCM
3031
TD Capital Management
Tennessee
$15.4K +$13K +90 New
HWM
3032
Horizons Wealth Management
North Carolina
$12.3K
MDCM
3033
Morgan Dempsey Capital Management
Wisconsin
$12.3K
IAIM
3034
International Assets Investment Management
Florida
$12.1K +$297M +2,052,275 +16,023%
MIFH
3035
Migdal Insurance & Financial Holdings
Israel
$12K -$68.9K -476 -87%
FG
3036
Fairman Group
Pennsylvania
$11.9K
SIS
3037
Strategic Investment Solutions
Illinois
$11.2K +$9.56K +66 New
AFWM
3038
Abich Financial Wealth Management
Virginia
$10.5K -$75.8K -523 -89%
IHWM
3039
Iron Horse Wealth Management
Iowa
$9.03K +$4.34K +30 +130%
GI
3040
GS Investments
Minnesota
$8.52K
RF
3041
Robinswood Financial
Washington
$8.52K
PP
3042
PFS Partners
New Jersey
$8.18K
UIA
3043
Ulland Investment Advisors
Minnesota
$8K
LIM
3044
Longfellow Investment Management
Massachusetts
$7.5K
MAM
3045
Marquette Asset Management
Minnesota
$7.5K
NMG
3046
New Millennium Group
Utah
$7.33K
GFL
3047
Granite FO LLC
New Hampshire
$7.16K +$6.08K +42 New
PS
3048
PayPay Securities
Japan
$6.47K +$145 +1 +3%
NL
3049
NVWM LLC
Pennsylvania
$6.13K +$290 +2 +6%
JAM
3050
JCIC Asset Management
Ontario, Canada
$4.6K

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.