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Oracle

2,915 hedge funds and large institutions have $169B invested in Oracle in 2024 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 1,239 increasing their positions, 1,014 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 103

36% more funds holding in top 10

Funds holding in top 10: 108147 (+39)

22% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 1,014

14% more capital invested

Capital invested by funds: $148B → $169B (+$20.9B)

4% more funds holding

Funds holding: 2,8112,915 (+104)

4% more call options, than puts

Call options by funds: $3.46B | Put options by funds: $3.32B

0.47% more ownership

Funds ownership: 43%43.47% (+0.47%)

Holders
2,915
Holders Change
+104
Holders Change %
+3.7%
% of All Funds
42.1%
Holding in Top 10
147
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+36.11%
% of All Funds
2.12%
New
242
Increased
1,239
Reduced
1,014
Closed
103
Calls
$3.46B
Puts
$3.32B
Net Calls
+$139M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCM
551
Two Point Capital Management
New York
$12.1M +$74.8K +602 +0.7%
SCM
552
Stonebridge Capital Management
California
$11.9M -$37.3K -300 -0.4%
EWA
553
EP Wealth Advisors
California
$11.9M +$4.08M +32,877 +64%
GAM
554
Gotham Asset Management
New York
$11.9M -$3.34M -26,898 -24%
CIA
555
Concurrent Investment Advisors
Florida
$11.8M +$3.09M +24,915 +43%
RWM
556
Ritholtz Wealth Management
New York
$11.7M -$160K -1,285 -2%
HT
557
Heritage Trust
Oklahoma
$11.7M +$271K +2,180 +3%
HFS
558
Hantz Financial Services
Michigan
$11.7M -$398K -3,202 -4%
SMI
559
Shelter Mutual Insurance
Missouri
$11.7M
CC
560
Carlson Capital
Texas
$11.7M -$2.04M -16,395 -17%
BA
561
Bellwether Advisors
Nebraska
$11.6M +$1.8M +14,491 +21%
LM
562
Lincluden Management
Ontario, Canada
$11.6M -$68.2K -549 -0.7%
DILIC
563
Dai-ichi Life Insurance Company
Japan
$11.6M -$8.65M -69,675 -46%
RMA
564
Roffman Miller Associates
Pennsylvania
$11.6M +$1.54M +12,365 +18%
WIC
565
WealthBridge Investment Counsel
Alberta, Canada
$11.6M -$90K -725 -0.9%
MGIA
566
Matthew Goff Investment Advisor
Texas
$11.6M -$3.53M -28,458 -26%
SDIC
567
South Dakota Investment Council
South Dakota
$11.5M -$48.9K -394 -0.5%
AHC
568
Adell Harriman & Carpenter
Texas
$11.5M +$1.87M +15,067 +23%
VFA
569
Valeo Financial Advisors
Indiana
$11.4M +$194K +1,566 +2%
DS
570
DRW Securities
Illinois
$11.4M +$10M +80,509 New
WPC
571
Wedmont Private Capital
Pennsylvania
$11.3M +$7.46M +60,061 +328%
CCM
572
Cohen Capital Management
California
$11.3M
CANC
573
Culbertson A N & Co
Virginia
$11.3M -$109K -880 -1%
NC
574
Naman Capital
Brazil
$11.3M -$4.97M -40,000 -33%
NMERB
575
New Mexico Educational Retirement Board
New Mexico
$11.3M

ORCL Hedge Fund Activity: Q2 2024 in Review

2,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2024, worth a combined $169B — up 14% from $148B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 103 closed out — a net gain of 139 holders — while 1,239 added to existing stakes and 1,014 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was Capital World Investors, cutting an estimated $717M.

  • 2,915 institutional investors held Oracle (ORCL) as of Q2 2024, up from 2,811 in Q1 2024.
  • Funds reported $169B of Oracle stock for Q2 2024, up 14% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q2 2024 and 103 closed out, a net change of +139 holders.
  • The largest Oracle buyer in Q2 2024 was Fidelity Investments, an estimated $1.51B added.
  • The largest Oracle seller in Q2 2024 was Capital World Investors, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2024.