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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
CWM
426
Congress Wealth Management
Massachusetts
$22.7M +$2.25M +15,562 +13%
FIA
427
Foundations Investment Advisors
Arizona
$22.5M +$1.38M +9,499 +8%
GIBU
428
Gulf International Bank (UK)
United Kingdom
$22.3M -$569K -3,926 -3%
CA
429
Commerzbank Aktiengesellschaft
Germany
$22.2M -$1.14M -7,860 -6%
RBCM
430
Raub Brock Capital Management
California
$22.1M -$707K -4,878 -4%
DWM
431
Dakota Wealth Management
Florida
$21.7M +$1.42M +9,812 +8%
FPCG
432
Fort Pitt Capital Group
Pennsylvania
$21.5M +$506K +3,490 +3%
WB
433
WesBanco Bank
West Virginia
$21.5M +$1.27M +8,790 +7%
PMG
434
ProVise Management Group
Florida
$21.3M +$382K +2,640 +2%
CAS
435
Coppell Advisory Solutions
Texas
$21.1M +$17.7M +122,446 +4,425%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21M +$2.75M +18,956 +18%
VHAM
437
Van Hulzen Asset Management
California
$21M -$4.04M -27,894 -18%
FMI
438
Factory Mutual Insurance
Massachusetts
$21M -$535K -3,694 -3%
VA
439
Vident Advisory
Georgia
$21M +$12.9M +89,142 +263%
DCM
440
Deuterium Capital Management
Florida
$20.9M +$724K +5,000 +4%
LI
441
LMCG Investments
Massachusetts
$20.9M -$573K -3,954 -3%
MAM
442
Mark Asset Management
New York
$20.8M +$17.6M +121,821 New
PCM
443
Parsons Capital Management
Rhode Island
$20.7M -$177K -1,224 -1%
CF
444
Canoe Financial
Alberta, Canada
$20.7M -$232K -1,600 -1%
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$20.4M -$290K -2,003 -2%
MIM
446
Marco Investment Management
Georgia
$20.2M +$1.11M +7,635 +7%
EI
447
Ethic Inc
New York
$20.1M -$1.25M -8,638 -5%
AG
448
AlTi Global
New York
$20.1M -$1.85M -12,780 -10%
CG
449
Carmignac Gestion
France
$20.1M +$6.41M +44,230 +60%
Lido Advisors
450
Lido Advisors
California
$20M +$448K +3,095 +3%

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.