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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
TCBWMS
626
Texas Capital Bank Wealth Management Services
Texas
$9.52M +$169K +1,359 +2%
LTI
627
Laffer Tengler Investments
Tennessee
$9.5M +$586K +4,719 +8%
FPFS
628
First Personal Financial Services
North Carolina
$9.49M -$48.6K -391 -0.6%
PWP
629
Principle Wealth Partners
Connecticut
$9.48M -$140K -1,124 -2%
DWM
630
Dorchester Wealth Management
Quebec, Canada
$9.48M -$155K -1,245 -2%
HCM
631
Harvey Capital Management
Florida
$9.46M -$53.6K -432 -0.6%
CCM
632
Coldstream Capital Management
Washington
$9.45M +$61.6K +496 +0.7%
AAP
633
Aristotle Atlantic Partners
Florida
$9.45M -$2.15M -17,335 -21%
CNBT
634
Canandaigua National Bank & Trust
New York
$9.41M -$412K -3,319 -5%
VIM
635
Vinva Investment Management
Australia
$9.39M +$3.18M +25,620 +62%
EWM
636
Evercore Wealth Management
New York
$9.37M -$145K -1,166 -2%
AWP
637
Ascent Wealth Partners
New York
$9.36M +$1.97M +15,884 +31%
NC
638
Nicholas Company
Wisconsin
$9.33M
AWM
639
Avior Wealth Management
Nebraska
$9.33M -$211K -1,702 -3%
MA
640
Mutual Advisors
Nebraska
$9.32M +$21.7K +175 +0.3%
LF
641
Longbow Finance
Switzerland
$9.29M +$4.75M +38,277 +139%
CC
642
Courier Capital
New York
$9.29M -$64.6K -520 -0.8%
BFS
643
Bard Financial Services
Connecticut
$9.26M
TAF
644
Tredje AP-fonden
Sweden
$9.25M -$956K -7,700 -11%
PPW
645
Parcion Private Wealth
Washington
$9.25M -$142K -1,145 -2%
SSW
646
Smith Shellnut Wilson
Mississippi
$9.22M -$62.1K -500 -0.8%
ST
647
Smithfield Trust
Pennsylvania
$9.19M -$7.45K -60 -0.1%
VC
648
Vestor Capital
Illinois
$9.18M +$6.83M +54,967 +546%
PR
649
Payden & Rygel
California
$9.18M -$10.2M -81,800 -56%
PRIG
650
Payden & Rygel Investment Group
California
$9.18M -$10.2M -81,800 -56%

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.