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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
SCM
551
Stonebridge Capital Management
California
$14.3M -$101K -700 -0.8%
CAMG
552
CWA Asset Management Group
Florida
$14.2M +$12.1M +83,531 New
CIP
553
Chartwell Investment Partners
Pennsylvania
$14.1M -$2.65M -18,291 -18%
WIC
554
WealthBridge Investment Counsel
Alberta, Canada
$14M +$10.9K +75 +0.1%
CLGM
555
Capitolis Liquid Global Markets
New York
$14M -$25.3M -175,000 -68%
B
556
Bailard
California
$13.9M +$789K +5,446 +7%
MGIA
557
Matthew Goff Investment Advisor
Texas
$13.9M -$62K -428 -0.5%
VFA
558
Valeo Financial Advisors
Indiana
$13.8M -$3.91K -27 -0%
KFP
559
KMG Fiduciary Partners
Ohio
$13.8M +$371K +2,559 +3%
PAM
560
Panagora Asset Management
Massachusetts
$13.8M +$9.39M +64,806 +404%
SSB
561
Sandy Spring Bank
Maryland
$13.7M +$207K +1,427 +2%
AFG
562
Argent Financial Group
Louisiana
$13.7M +$11.6M +80,198 New
CCM
563
Cohen Capital Management
California
$13.6M -$29K -200 -0.2%
CANC
564
Culbertson A N & Co
Virginia
$13.6M -$18.1K -125 -0.2%
BGDI
565
BW Gestao de Investimentos
Brazil
$13.6M -$30.2M -208,203 -72%
FLPIM
566
F.L. Putnam Investment Management
Massachusetts
$13.5M -$852K -5,879 -7%
Eagle Capital Management (New York)
567
Eagle Capital Management (New York)
New York
$13.4M
NCM
568
Neumann Capital Management
California
$13.3M -$27.4K -189 -0.2%
TSM
569
Two Star Manager
Florida
$13.3M +$1.03M +7,112 +10%
LM
570
Lincluden Management
Ontario, Canada
$13.3M -$628K -4,336 -5%
Jones Financial Companies
571
Jones Financial Companies
Missouri
$13.3M +$3M +20,692 +36%
NMERB
572
New Mexico Educational Retirement Board
New Mexico
$13.3M -$290K -2,000 -3%
Acadian Asset Management
573
Acadian Asset Management
Massachusetts
$13.3M -$10.1M -69,389 -47%
NI
574
Nepsis Inc
Minnesota
$13.2M +$10.9M +74,966 +3,088%
ECM
575
Everence Capital Management
Indiana
$13.2M

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.