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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
SCA
401
Stonebridge Capital Advisors
Minnesota
$26.1M +$8.11K +56 +0%
SCM
402
Shelton Capital Management
Colorado
$26.1M +$5.79K +40 +0%
LS
403
Livforsakringsbolaget Skandia
Sweden
$25.8M +$5.46M +37,709 +33%
WSFS
404
Wilmington Savings Fund Society
Delaware
$25.6M +$10.6M +73,135 +95%
JIM
405
Jensen Investment Management
Oregon
$25.4M
QCM
406
Quantinno Capital Management
New York
$25.4M +$6.43M +44,369 +42%
EWA
407
Exencial Wealth Advisors
Oklahoma
$25.3M -$1.19M -8,248 -5%
ASC
408
Atalanta Sosnoff Capital
New York
$25.3M +$21.5M +148,536 New
IC
409
IEQ Capital
California
$25.1M +$948K +6,543 +5%
WAS
410
Wesleyan Assurance Society
United Kingdom
$25M -$290K -2,000 -1%
MC
411
Metropolis Capital
United Kingdom
$24.9M -$4.01M -27,698 -16%
WT
412
Whittier Trust
California
$24.5M -$51.9K -358 -0.2%
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
$24.3M +$450K +3,105 +2%
UB
414
UMB Bank
Missouri
$24.2M +$7.77M +53,667 +61%
CA
415
Cullinan Associates
Kentucky
$24M -$1.66M -11,472 -8%
JIC
416
Johnson Investment Counsel
Ohio
$23.7M -$1.37M -9,436 -6%
DSA
417
Davis Selected Advisers
Arizona
$23.6M +$19.7K +136 +0.1%
OCM
418
Oribel Capital Management
New York
$23.4M +$19.9M +137,200 New
PA
419
Pinnacle Associates
New York
$23.3M +$215K +1,483 +0.7%
Capital Fund Management (CFM)
420
Capital Fund Management (CFM)
France
$23.3M -$63.7M -440,028 -76%
OPERF
421
Oregon Public Employees Retirement Fund
Oregon
$23.3M -$21.7K -150 -0.1%
SCM
422
Stanley Capital Management
Texas
$23M
SAM
423
Sawgrass Asset Management
Florida
$22.9M +$2.24M +15,456 +13%
MJRIC
424
Mogy Joel R Investment Counsel
California
$22.8M +$31.1K +215 +0.2%
WAM
425
Winslow Asset Management
Ohio
$22.7M -$125K -866 -0.6%

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.