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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
TG
476
TCW Group
California
$18.4M +$483K +3,333 +3%
Fayez Sarofim & Co
477
Fayez Sarofim & Co
Texas
$18.4M -$239K -1,650 -2%
CAM
478
Congress Asset Management
Massachusetts
$18.3M +$197K +1,358 +1%
CS
479
Candriam SCA
Luxembourg
$18.2M +$501K +3,462 +3%
RCYC
480
Richard C. Young & Co
Rhode Island
$18.2M +$181K +1,253 +1%
PAIM
481
Punch & Associates Investment Management
Minnesota
$18M -$128K -887 -0.8%
ECM
482
Evergreen Capital Management
Washington
$18M -$748K -5,164 -5%
Temasek Holdings
483
Temasek Holdings
Singapore
$17.9M +$15.2M +105,150 New
BCM
484
Bridgeway Capital Management
Texas
$17.9M -$2.45M -16,939 -14%
ATC
485
Argent Trust Co
Tennessee
$17.8M -$26.4K -182 -0.2%
MSU
486
Mizuho Securities USA
New York
$17.7M -$2.79M -19,270 -16%
VI
487
Vestcor Inc
New Brunswick, Canada
$17.6M -$1.35M -9,321 -8%
TFA
488
Teamwork Financial Advisors
Texas
$17.6M -$1.19M -8,203 -7%
SCA
489
Snowden Capital Advisors
New York
$17.6M +$401K +2,769 +3%
AAS
490
Avantax Advisory Services
Texas
$17.5M +$631K +4,356 +4%
GAB
491
German American Bancorp
Indiana
$17.4M +$1.01M +6,986 +7%
SWP
492
Stratos Wealth Partners
Ohio
$17.4M +$814K +5,620 +6%
MWM
493
Modera Wealth Management
New Jersey
$17.2M +$131K +902 +0.9%
DADC
494
D.A. Davidson & Co
Montana
$17.2M -$406K -2,800 -3%
FFIC
495
First Fiduciary Investment Counsel
Ohio
$17.2M -$584K -4,034 -4%
ILI
496
Invesco LLC (Illinois)
Illinois
$17.1M +$19.8K +137 +0.1%
HIMCH
497
Hartford Investment Management Co (HIMCO)
Connecticut
$17.1M -$218K -1,503 -1%
HI
498
Hendershot Investments
Virginia
$17.1M +$144K +992 +1%
EWM
499
Empirical Wealth Management
Washington
$17M +$713K +4,923 +5%
GIM
500
Grassi Investment Management
California
$16.9M

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.