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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
BFS
301
Bradley Foster & Sargent
Connecticut
$43M +$1.81M +12,467 +5%
BWC
302
Blue Whale Capital
United Kingdom
$42.9M +$32.5M +224,636 +826%
MAM
303
Martingale Asset Management
Massachusetts
$42.2M -$4M -27,610 -10%
TAM
304
Todd Asset Management
Kentucky
$42.2M -$5.37M -37,065 -13%
BMCM
305
Bryn Mawr Capital Management
Pennsylvania
$42M -$219K -1,509 -0.6%
Squarepoint
306
Squarepoint
New York
$41.5M -$168M -1,156,444 -83%
CISOA
307
Capital Investment Services of America
Wisconsin
$41M -$1.93M -13,347 -5%
RPI
308
Railway Pension Investments
United Kingdom
$40.9M +$15.9M +109,900 +85%
AM
309
AGF Management
Ontario, Canada
$40.8M -$3.7M -25,527 -10%
CGH
310
Crossmark Global Holdings
Texas
$40.5M +$248K +1,713 +0.7%
SCM
311
Suvretta Capital Management
New York
$40.4M -$1.16M -8,020 -3%
Brown Advisory
312
Brown Advisory
Maryland
$40.2M +$43.3K +299 +0.1%
HFS
313
Hantz Financial Services
Michigan
$39.3M +$21.4M +147,767 +178%
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$38.8M -$124K -855 -0.4%
SPIA
315
Steward Partners Investment Advisory
New York
$38.2M +$3.7M +25,558 +13%
SC
316
Scotia Capital
Ontario, Canada
$37.9M +$1.56M +10,776 +5%
SMDAM
317
Sumitomo Mitsui DS Asset Management
Japan
$37.8M +$1.29M +8,875 +4%
RFC
318
Regions Financial Corp
Alabama
$37.8M -$391K -2,702 -1%
YCM
319
Yousif Capital Management
Michigan
$37.6M -$260K -1,795 -0.8%
EAM
320
Erste Asset Management
Austria
$37.6M +$9.66M +66,694 +43%
CCMIC
321
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$37.5M -$314K -2,169 -1%
CWM
322
CIBC World Markets
New York
$37.5M -$28.7M -198,194 -47%
CA
323
Clearstead Advisors
Ohio
$37.3M +$125K +865 +0.4%
CFB
324
Cullen/Frost Bankers
Texas
$37.2M +$763K +5,268 +2%
BFA
325
Bragg Financial Advisors
North Carolina
$36.7M -$167K -1,152 -0.5%

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.