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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
SP
3101
Symmetry Partners
Connecticut
-$1.3M -9,199 Closed
BAM
3102
Blueshift Asset Management
New Jersey
-$1.21M -8,586 Closed
QCM
3103
Qsemble Capital Management
New York
-$1.09M -7,697 Closed
SBCM
3104
Schwerin Boyle Capital Management
Massachusetts
-$1.01M -7,124 Closed
MME
3105
Meag Munich Ergo
Germany
-$964K -6,828 Closed
CA
3106
Crewe Advisors
Utah
-$924K -6,547 Closed
IGAM
3107
iA Global Asset Management
Quebec, Canada
-$861K -6,096 Closed
IP
3108
Interval Partners
New York
-$819K -5,801 Closed
GCM
3109
Glaxis Capital Management
Florida
-$706K -5,000 Closed
OAM
3110
Oxford Asset Management
United Kingdom
-$659K -4,670 Closed
CIC
3111
Cornercap Investment Counsel
Georgia
-$629K -4,457 Closed
EFP
3112
Elser Financial Planning
Indiana
-$625K -4,423 Closed
BA
3113
Bridgewater Associates
Connecticut
-$580K -4,106 Closed
KLCM
3114
KG&L Capital Management
Louisiana
-$567K -4,018 Closed
EP
3115
Edgestream Partners
New Jersey
-$517K -3,664 Closed
DPIM
3116
Duff & Phelps Investment Management
Illinois
-$515K -3,649 Closed
IA
3117
IFG Advisory
Georgia
-$427K -3,021 Closed
SC
3118
Shay Capital
New York
-$424K -3,000 Closed
RFG
3119
RFP Financial Group
Georgia
-$405K -2,869 Closed
CWM
3120
Campbell Wealth Management
Virginia
-$403K -2,857 Closed
RWA
3121
Redhawk Wealth Advisors
Minnesota
-$402K -2,848 Closed
VAM
3122
Vienna Asset Management
California
-$376K -2,662 Closed
ASGS
3123
Alpha Square Group S
New York
-$353K -2,500 Closed
CMTU
3124
Capital Markets Trading (UK)
United Kingdom
-$354K -2,443 Closed
RFG
3125
Range Financial Group
Oregon
-$322K -2,283 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.