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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
WIM
326
Weitz Investment Management
Nebraska
$36.6M
MPMG
327
Minneapolis Portfolio Management Group
Minnesota
$36.6M -$873K -6,025 -3%
NYLIM
328
New York Life Investment Management
New York
$36.5M -$904K -6,244 -3%
BB
329
Busey Bank
Illinois
$36.4M -$244K -1,687 -0.8%
GH
330
GAM Holding
Switzerland
$36.2M +$362K +2,496 +1%
VCM
331
Violich Capital Management
California
$36M +$362K +2,500 +1%
IG
332
ING Group
Netherlands
$36M -$10.8M -74,514 -26%
SFA
333
Sequoia Financial Advisors
Ohio
$35.8M +$11.6M +80,293 +62%
FSA
334
Franklin Street Advisors
North Carolina
$35.7M -$469K -3,236 -2%
MSR
335
Main Street Research
Connecticut
$35.7M +$1.31M +9,070 +5%
VPIM
336
Vanguard Personalized Indexing Management
California
$35.6M +$2.4M +16,561 +9%
ACM
337
Advisors Capital Management
New Jersey
$35.1M -$361K -2,493 -1%
Lazard Asset Management
338
Lazard Asset Management
New York
$34.7M -$104M -720,988 -78%
KCM
339
Kanawha Capital Management
Virginia
$34.5M -$450K -3,107 -2%
RRAM
340
River Road Asset Management
Kentucky
$34.4M -$4.84M -33,391 -14%
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$34.2M +$3.22M +22,230 +12%
O
342
Ossiam
France
$34.2M +$22.4M +154,433 +334%
MOACM
343
Mutual of America Capital Management
New York
$33.5M -$613K -4,235 -2%
JA
344
JLB & Associates
Michigan
$33.4M -$257K -1,775 -0.9%
DDPIC
345
Deroy & Devereaux Private Investment Counsel
Michigan
$32.7M -$8.25M -56,944 -23%
NEI
346
Northwest & Ethical Investments
Ontario, Canada
$32.7M +$2.51M +17,297 +10%
TBA
347
Tower Bridge Advisors
Pennsylvania
$32.6M +$526K +3,634 +2%
IMPI
348
Ilmarinen Mutual Pension Insurance
Finland
$32.6M +$1.45M +10,000 +6%
CFG
349
Citizens Financial Group
Rhode Island
$32.5M +$1.29M +8,927 +5%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$32.4M +$3.03M +20,933 +12%

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.