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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
LRIC
601
Long Road Investment Counsel
Michigan
$12.3M -$145K -1,000 -1%
ASN
602
Advisory Services Network
Georgia
$12.2M
CTC (Chicago Trading Company)
603
CTC (Chicago Trading Company)
Illinois
$12.2M +$6.71M +46,321 +185%
CCM
604
Coldstream Capital Management
Washington
$12.2M +$591K +4,077 +6%
BF
605
BOK Financial
Oklahoma
$12.1M -$279K -1,927 -3%
WIA
606
World Investment Advisors
California
$12.1M +$6.78M +46,790 +192%
SFI
607
Siemens Fonds Invest
Germany
$12M -$308K -2,124 -3%
TYCC
608
Texas Yale Capital Corp
Florida
$12M
JC
609
JBF Capital
Colorado
$11.9M
BCM
610
BTC Capital Management
Iowa
$11.9M +$149K +1,030 +1%
SI
611
Stephens Inc
Arkansas
$11.9M +$3.5M +24,174 +53%
CIA
612
Capital Investment Advisors
Georgia
$11.8M -$919K -6,344 -8%
WTC
613
WhitTier Trust Company
Nevada
$11.8M -$60.3K -416 -0.6%
TCBWMS
614
Texas Capital Bank Wealth Management Services
Texas
$11.8M +$252K +1,742 +3%
FCBT
615
First Citizens Bank & Trust
North Carolina
$11.8M -$445K -3,070 -4%
AAP
616
Aristotle Atlantic Partners
Florida
$11.8M +$327K +2,257 +3%
LK
617
Lumbard & Kellner
New Hampshire
$11.6M +$126K +871 +1%
AIM
618
Achmea Investment Management
Netherlands
$11.6M -$290K -2,005 -3%
MA
619
Mutual Advisors
Nebraska
$11.6M -$108K -746 -1%
DCP
620
DSM Capital Partners
Florida
$11.6M -$5.58M -38,511 -36%
PCA
621
Pallas Capital Advisors
Massachusetts
$11.5M +$1.32M +9,109 +16%
PA
622
Parallel Advisors
California
$11.5M +$893K +6,162 +10%
EIP
623
Easterly Investment Partners
Massachusetts
$11.4M -$607K -4,194 -6%
TW
624
Trajan Wealth
Arizona
$11.3M +$1.28M +8,859 +15%
DWM
625
Dorchester Wealth Management
Quebec, Canada
$11.3M -$129K -890 -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.