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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
GIA
501
GHP Investment Advisors
Colorado
$16.9M -$52.7K -364 -0.4%
LNB
502
Ledyard National Bank
$16.9M -$690K -4,763 -5%
DWP
503
Daymark Wealth Partners
Ohio
$16.9M +$493K +3,407 +4%
CWM
504
Calamos Wealth Management
Illinois
$16.8M +$810K +5,592 +6%
SFM
505
Soros Fund Management
New York
$16.8M +$14.2M +98,374 New
TSW
506
Thompson Siegel & Walmsley
Virginia
$16.7M -$3.22M -22,218 -18%
CA
507
CSM Advisors
Pennsylvania
$16.6M -$781K -5,395 -5%
CTA
508
Colonial Trust Advisors
South Carolina
$16.5M +$7.82K +54 +0.1%
MAM
509
Meeder Asset Management
Ohio
$16.4M +$2.77M +19,151 +25%
MGP
510
Metis Global Partners
California
$16.3M +$375K +2,587 +3%
PFU
511
Parus Finance (UK)
United Kingdom
$16.3M -$5.15M -35,581 -27%
CNB
512
Camden National Bank
Maine
$16.3M -$380K -2,623 -3%
HFS
513
Haverford Financial Services
Pennsylvania
$16.2M -$145 -1 -0%
EWA
514
EP Wealth Advisors
California
$16.1M +$1.49M +10,276 +12%
CL
515
Choreo LLC
Illinois
$15.9M +$1.39M +9,599 +11%
NSIM
516
North Star Investment Management
Illinois
$15.9M -$405K -2,799 -3%
RMA
517
Roffman Miller Associates
Pennsylvania
$15.8M +$1.55M +10,717 +13%
BEI
518
Benjamin Edwards Inc
Missouri
$15.8M +$12.4M +85,779 +1,257%
Thrivent Financial for Lutherans
519
Thrivent Financial for Lutherans
Minnesota
$15.8M -$476K -3,288 -3%
SIG
520
Stonegate Investment Group
Alabama
$15.7M -$95.6K -660 -0.7%
PA
521
Procyon Advisors
Connecticut
$15.6M +$691K +4,771 +6%
WJWM
522
Williams Jones Wealth Management
New York
$15.6M -$78.4K -541 -0.6%
RIM
523
Rakuten Investment Management
Japan
$15.5M +$3.33M +22,979 +33%
MSRPS
524
Maryland State Retirement & Pension System
Maryland
$15.4M -$4.63M -31,949 -26%
SMI
525
Shelter Mutual Insurance
Missouri
$15.4M

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.