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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
RCM
3051
Richardson Capital Management
Wisconsin
$3.92K
CA
3052
Claris Advisors
Missouri
$3.58K +$3.04K +21 New
JFG
3053
JDM Financial Group
Texas
$3.58K +$3.04K +21 New
WBWA
3054
William B. Walkup & Associates
South Carolina
$3.41K
TPW
3055
Talon Private Wealth
Florida
$2.73K +$2.32K +16 New
OBWP
3056
O'Brien Wealth Partners
Massachusetts
$2.56K +$2.17K +15 New
PP
3057
Pacifica Partners
Canada
$2.56K
CAM
3058
ClariVest Asset Management
California
$1.82K
BCH
3059
Berkshire Capital Holdings
California
$1.7K +$1.45K +10 New
CJ
3060
Caitlin John
Michigan
$1.41K
CT
3061
Clearstead Trust
Maine
$1.36K +$1.16K +8 New
WA
3062
WestEnd Advisors
North Carolina
$1.36K
TFA
3063
Transamerica Financial Advisors
Florida
$1K -$139K -957 -100%
PP
3064
PrairieView Partners
Minnesota
$1K
KB
3065
Kimelman & Baird
New York
$852
MFG
3066
Mendota Financial Group
Wisconsin
$512 -$153K -1,058 -100%
MFA
3067
McClarren Financial Advisors
Pennsylvania
$265 +$15.5K +107 +25%
CMP
3068
Coston McIsaac & Partners
Maine
$19
Point72 Asset Management
3069
Point72 Asset Management
Connecticut
-$110M -756,544 Closed
CAM
3070
Crake Asset Management
United Kingdom
-$46.1M -326,290 Closed
TC
3071
TwinBeech Capital
New York
-$38.3M -271,276 Closed
VEPM
3072
Vista Equity Partners Management
California
-$22.4M -158,315 Closed
SC
3073
Shellback Capital
Massachusetts
-$21M -149,012 Closed
SW
3074
SVB Wealth
Massachusetts
-$17.2M -121,759 Closed
TSS
3075
Two Sigma Securities
New York
-$17.3M -119,521 Closed

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.