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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
GI
526
Gradient Investments
Minnesota
$15.4M -$5.85M -40,414 -31%
CA
527
Cornerstone Advisors
North Carolina
$15.4M
TFA
528
Toth Financial Advisory
Virginia
$15.3M -$338K -2,335 -3%
LSERS
529
Louisiana State Employees Retirement System
Louisiana
$15.3M -$29K -200 -0.2%
VC
530
Vestor Capital
Illinois
$15.3M +$3.55M +24,525 +38%
LIP
531
Liontrust Investment Partners
United Kingdom
$15.2M
WPC
532
Wedmont Private Capital
Pennsylvania
$15.2M +$1.61M +11,119 +14%
SC
533
Savant Capital
Illinois
$15.2M +$3.8M +26,203 +42%
AF
534
Allworth Financial
California
$15.1M +$1.48M +10,206 +13%
CIA
535
Concurrent Investment Advisors
Florida
$15.1M +$739K +5,102 +6%
GAM
536
Gotham Asset Management
New York
$15.1M +$644K +4,447 +5%
SAM
537
Securian Asset Management
Minnesota
$15.1M -$472K -3,260 -4%
PTB
538
Pioneer Trust Bank
Oregon
$15M -$473K -3,265 -4%
AHC
539
Adell Harriman & Carpenter
Texas
$15M +$967K +6,675 +8%
Man Group
540
Man Group
United Kingdom
$14.9M +$3.46M +23,913 +38%
RIL
541
Rothschild Investment LLC
Illinois
$14.8M -$243K -1,681 -2%
CG
542
Caprock Group
Idaho
$14.8M +$66.8K +461 +0.5%
DIA
543
Dana Investment Advisors
Wisconsin
$14.7M -$665K -4,589 -5%
TPCM
544
Two Point Capital Management
New York
$14.7M +$169K +1,165 +1%
IEFM
545
IQ EQ Fund Management
Ireland
$14.7M -$184K -1,271 -1%
KPWS
546
Kestra Private Wealth Services
Texas
$14.7M -$91.7K -633 -0.7%
9WM
547
9258 Wealth Management
Ohio
$14.6M -$368K -2,540 -3%
CIS
548
Connors Investor Services
Pennsylvania
$14.5M -$4.35M -30,048 -26%
FWTB
549
First Western Trust Bank
Colorado
$14.4M -$1.37M -9,427 -10%
BA
550
Bellwether Advisors
Nebraska
$14.3M +$227K +1,564 +2%

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.