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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
PAG
451
Private Advisor Group
New Jersey
$20M +$193K +1,330 +1%
WF
452
Welch & Forbes
Massachusetts
$19.8M -$180K -1,246 -1%
FAT
453
First American Trust
California
$19.8M -$825K -5,693 -5%
PAM
454
Peak Asset Management
Colorado
$19.8M -$1.43M -9,856 -8%
MFIM
455
Mesirow Financial Investment Management
Illinois
$19.8M +$375K +2,591 +2%
SIA
456
Sit Investment Associates
Minnesota
$19.7M +$285K +1,965 +2%
FTF
457
Freedom Together Foundation
New York
$19.5M -$25.2M -174,000 -60%
A
458
Allianz
Germany
$19.5M +$1.96M +13,525 +13%
CAM
459
Carret Asset Management
New York
$19.4M +$29.1K +201 +0.2%
WC
460
Woodstock Corp
Massachusetts
$19.4M -$625K -4,313 -4%
FNBT
461
FineMark National Bank & Trust
Florida
$19.3M -$1.96M -13,535 -11%
TCOT
462
Trust Company of Toledo
Ohio
$19.1M +$106K +733 +0.7%
KRS
463
Kentucky Retirement Systems
Kentucky
$19M -$1.27M -8,775 -7%
MIF
464
Mediolanum International Funds
Ireland
$19M +$653K +4,507 +4%
APC
465
Alta Park Capital
California
$18.9M -$12.3M -85,032 -43%
FM
466
Foster & Motley
Ohio
$18.9M -$699K -4,823 -4%
BC
467
Burney Company
Virginia
$18.9M -$504K -3,481 -3%
AAM
468
Advisors Asset Management
Colorado
$18.9M +$2.46M +16,997 +18%
Nomura Holdings
469
Nomura Holdings
Japan
$18.8M +$2.32K +16 +0%
LP
470
LMR Partners
United Kingdom
$18.8M +$16M +110,274 New
SA
471
SpiderRock Advisors
Delaware
$18.6M +$7.01M +48,403 +79%
PMAM
472
Picton Mahoney Asset Management
Ontario, Canada
$18.6M +$4.72M +32,615 +43%
SAM
473
SP Asset Management
California
$18.6M -$10.4K -72 -0.1%
FCH
474
Freestone Capital Holdings
Washington
$18.6M +$165K +1,139 +1%
BS
475
Banco Santander
Spain
$18.5M -$1.12M -7,759 -7%

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.