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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
LTI
626
Laffer Tengler Investments
Tennessee
$11.3M -$156K -1,080 -2%
AWP
627
Ascent Wealth Partners
New York
$11.3M -$24K -166 -0.3%
NC
628
Nicholas Company
Wisconsin
$11.3M
HCM
629
Harvey Capital Management
Florida
$11.2M -$152K -1,050 -2%
PPW
630
Parcion Private Wealth
Washington
$11.2M +$59.5K +411 +0.6%
LF
631
Longbow Finance
Switzerland
$11.2M
CWM
632
Concentric Wealth Management
California
$11.1M -$358K -2,475 -4%
SSW
633
Smith Shellnut Wilson
Mississippi
$11.1M
PR
634
Payden & Rygel
California
$11.1M +$43.5K +300 +0.5%
HC
635
Hourglass Capital
Texas
$11.1M -$347K -2,395 -4%
SDIC
636
South Dakota Investment Council
South Dakota
$11.1M -$2.39M -16,500 -20%
CC
637
Courier Capital
New York
$11.1M -$94K -649 -1%
GC
638
Guggenheim Capital
Illinois
$11.1M +$445K +3,073 +5%
ST
639
Smithfield Trust
Pennsylvania
$11.1M
EWM
640
Evercore Wealth Management
New York
$11.1M -$208K -1,437 -2%
SIM
641
Seaview Investment Managers
Florida
$11.1M -$539K -3,723 -5%
NB
642
Norinchukin Bank
Japan
$11M +$1.27M +8,756 +16%
AWM
643
Avior Wealth Management
Nebraska
$11M -$212K -1,465 -2%
IHL
644
Investment House LLC
California
$11M +$32.9K +227 +0.4%
LIM
645
Lathrop Investment Management
Arkansas
$10.9M +$31.6K +218 +0.3%
FNT
646
First National Trust
Pennsylvania
$10.9M -$146K -1,009 -2%
PWP
647
Principle Wealth Partners
Connecticut
$10.9M -$498K -3,436 -5%
JFG
648
Jefferies Financial Group
New York
$10.7M -$10.7M -74,052 -54%
OC
649
Oppenheimer & Co
New York
$10.7M +$363K +2,509 +4%
FP
650
Foundry Partners
Minnesota
$10.6M -$2.06M -14,244 -19%

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.