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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
QPWM
576
Quadrant Private Wealth Management
Pennsylvania
$13.2M -$391K -2,696 -3%
TAF
577
Tredje AP-fonden
Sweden
$13M +$1.59M +11,000 +17%
AWS
578
Atria Wealth Solutions
New York
$13M -$343K -2,368 -3%
MBTD
579
Mechanics Bank - Trust Department
California
$13M -$123K -852 -1%
Parallax Volatility Advisers
580
Parallax Volatility Advisers
California
$13M +$4.56M +31,512 +71%
LG
581
Leuthold Group
Minnesota
$12.9M -$420K -2,902 -4%
IPAM
582
ICICI Prudential Asset Management
India
$12.9M +$2.71M +18,700 +33%
NIC
583
Northwest Investment Counselors
Oregon
$12.9M -$153K -1,058 -1%
LGF
584
LGT Group Foundation
Liechtenstein
$12.9M +$44.6K +308 +0.4%
P
585
&Partners
Tennessee
$12.9M +$6.64M +45,828 +151%
DILIC
586
Dai-ichi Life Insurance Company
Japan
$12.8M -$1.01M -7,000 -9%
EF
587
Empowered Funds
Pennsylvania
$12.8M +$403K +2,785 +4%
UHC
588
Union Heritage Capital
Michigan
$12.8M
NIM
589
NEOS Investment Management
Connecticut
$12.7M +$2.23M +15,428 +26%
CNBT
590
Canandaigua National Bank & Trust
New York
$12.6M +$1.04M +7,159 +11%
SC
591
Sawyer & Company
Massachusetts
$12.5M -$8.55K -59 -0.1%
MOS
592
MGO One Seven
Ohio
$12.5M +$732K +5,057 +7%
CWP
593
Cyndeo Wealth Partners
Florida
$12.5M -$441K -3,043 -4%
YIA
594
YHB Investment Advisors
Connecticut
$12.4M -$113K -783 -1%
PE
595
Point72 Europe
United Kingdom
$12.4M +$10.6M +72,903 New
RWM
596
Ritholtz Wealth Management
New York
$12.4M -$1.49M -10,256 -12%
AAMU
597
APG Asset Management US
New York
$12.4M -$101M -699,633 -90%
GT
598
Greenleaf Trust
Michigan
$12.4M +$348K +2,403 +3%
CK
599
Cohen Klingenstein
New York
$12.4M
WA
600
Waverly Advisors
Alabama
$12.3M +$120K +829 +1%

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.