We are live on ! Find out more
ORCL icon

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
PAM
351
Palisade Asset Management
Minnesota
$32.3M -$284K -1,960 -1%
PWP
352
Perfromance Wealth Partners
Illinois
$31.7M +$869K +6,001 +3%
SOADOR
353
State of Alaska Department of Revenue
Alaska
$31.6M +$1.78M +12,280 +7%
CAG
354
Crestwood Advisors Group
Massachusetts
$31.3M +$178K +1,226 +0.7%
AAMU
355
AEGON Asset Management (UK)
United Kingdom
$31.2M +$26.6M +183,317 New
GGI
356
Godsey & Gibb Inc
Virginia
$31.2M -$605K -4,179 -2%
HWM
357
HB Wealth Management
Georgia
$30.8M +$676K +4,664 +3%
AAS
358
Annex Advisory Services
Wisconsin
$30.7M +$1.59M +10,984 +6%
BPWM
359
Badgley Phelps Wealth Managers
Washington
$30.7M +$701K +4,840 +3%
LBC
360
Lowe Brockenbrough & Co
Virginia
$30.6M -$1.59M -10,978 -6%
N
361
Natixis
France
$30.5M -$1.64M -11,334 -6%
OAC
362
OMERS Administration Corp
Ontario, Canada
$30.4M +$3.53M +24,405 +16%
SIMG
363
Sonora Investment Management Group
Arizona
$30.2M -$3.48K -24 -0%
OWP
364
Obermeyer Wealth Partners
Colorado
$30M -$1.51M -10,450 -6%
Jane Street
365
Jane Street
New York
$29.9M -$50.1M -346,110 -66%
Hudson Bay Capital Management
366
Hudson Bay Capital Management
Connecticut
$29.8M +$15.5M +106,703 +156%
CTA
367
Chesley Taft & Associates
Illinois
$29.8M -$408K -2,815 -2%
SF
368
Synovus Financial
Georgia
$29.8M +$2.87M +19,848 +13%
CIC
369
Crawford Investment Counsel
Georgia
$29.5M -$1.77M -12,223 -7%
IIM
370
INTECH Investment Management
Florida
$29.5M -$3.18M -21,971 -11%
QCM
371
QRG Capital Management
Illinois
$29.4M +$1.47M +10,163 +6%
HPG
372
Harvest Portfolios Group
Ontario, Canada
$29.1M -$2.06M -14,226 -8%
BAAM
373
Baker Avenue Asset Management
California
$29.1M +$186K +1,285 +0.8%
DMIC
374
Dixon Mitchell Investment Counsel
British Columbia, Canada
$29M +$1.2M +8,278 +5%
SBWIC
375
Schaper Benz & Wise Investment Counsel
Wisconsin
$28.7M +$94.2K +650 +0.4%

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.