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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
QPWM
576
Quadrant Private Wealth Management
Pennsylvania
$11.3M +$49.2K +396 +0.5%
SSB
577
Sandy Spring Bank
Maryland
$11.1M -$193K -1,556 -2%
LG
578
Leuthold Group
Minnesota
$11.1M -$87.3K -703 -0.9%
AWS
579
Atria Wealth Solutions
New York
$11.1M -$882K -7,102 -8%
NCM
580
Neumann Capital Management
California
$11.1M -$62.1K -500 -0.6%
Eagle Capital Management (New York)
581
Eagle Capital Management (New York)
New York
$11.1M
KFP
582
KMG Fiduciary Partners
Ohio
$11.1M +$180K +1,450 +2%
MAM
583
Meeder Asset Management
Ohio
$10.9M +$4.41M +35,523 +85%
WSFS
584
Wilmington Savings Fund Society
Delaware
$10.9M +$1.88M +15,174 +25%
MBTD
585
Mechanics Bank - Trust Department
California
$10.9M -$349K -2,807 -4%
NIC
586
Northwest Investment Counselors
Oregon
$10.9M -$5.22K -42 -0.1%
AF
587
Allworth Financial
California
$10.9M +$5M +40,273 +106%
LGF
588
LGT Group Foundation
Liechtenstein
$10.8M -$413K -3,326 -4%
FP
589
Foundry Partners
Minnesota
$10.8M -$4M -32,227 -30%
PMAM
590
Picton Mahoney Asset Management
Ontario, Canada
$10.8M -$92.4K -744 -1%
B
591
Bailard
California
$10.8M -$119K -957 -1%
CWP
592
Cyndeo Wealth Partners
Florida
$10.8M +$1.17M +9,409 +14%
CIA
593
Capital Investment Advisors
Georgia
$10.7M +$685K +5,516 +8%
MWM
594
Mission Wealth Management
California
$10.6M +$136K +1,094 +1%
UHC
595
Union Heritage Capital
Michigan
$10.6M
BF
596
BOK Financial
Oklahoma
$10.6M -$2.96M -23,841 -24%
YIA
597
YHB Investment Advisors
Connecticut
$10.4M -$84.9K -684 -0.9%
CG
598
Carmignac Gestion
France
$10.4M -$190K -1,530 -2%
SC
599
Sawyer & Company
Massachusetts
$10.4M -$26.6K -214 -0.3%
LRIC
600
Long Road Investment Counsel
Michigan
$10.3M -$124K -1,000 -1%

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.