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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
WG
651
Welch Group
Alabama
$10.6M +$408K +2,814 +5%
AWM
652
Apollon Wealth Management
South Carolina
$10.5M +$127K +879 +1%
CC
653
Chicago Capital
Illinois
$10.5M +$2.69M +18,584 +43%
AAM
654
Aureus Asset Management
Massachusetts
$10.5M +$67.2K +464 +0.8%
CJL
655
Cyrus J. Lawrence
New York
$10.4M -$7.97K -55 -0.1%
VIM
656
Vinva Investment Management
Australia
$10.4M -$777K -5,365 -8%
LCM
657
Logan Capital Management
Pennsylvania
$10.4M -$280K -1,930 -3%
LAM
658
Lountzis Asset Management
Pennsylvania
$10.4M -$9.41K -65 -0.1%
PFPT
659
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.3M +$176K +1,214 +2%
PGIM
660
Pacific Global Investment Management
California
$10.3M -$5.5K -38 -0.1%
RS
661
Robeco Schweiz
Switzerland
$10.3M
JRCM
662
Jones Road Capital Management
New York
$10.3M +$1.52M +10,490 +21%
FTDI
663
First Trust Direct Indexing
Massachusetts
$10.3M +$556K +3,839 +7%
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$10.2M -$203K -1,404 -2%
MWM
665
Mission Wealth Management
California
$10.2M -$2.2M -15,165 -20%
FPFS
666
First Personal Financial Services
North Carolina
$10.2M -$1.04M -7,195 -11%
NC
667
Naman Capital
Brazil
$10.2M -$2.9M -20,000 -25%
TA
668
Trivest Advisors
Hong Kong
$10.2M +$8.69M +60,000 New
HCMT
669
Highland Capital Management (Tennessee)
Tennessee
$10.2M +$2.07M +14,293 +31%
AAP
670
Ardsley Advisory Partners
Connecticut
$10.2M +$3.19M +22,000 +58%
IWC
671
Integrated Wealth Concepts
Massachusetts
$10.1M +$141K +971 +2%
AC
672
Addison Capital
Pennsylvania
$10.1M -$50.1K -346 -0.6%
PVI
673
Pine Valley Investments
New Jersey
$10.1M -$103K -713 -1%
TIM
674
Thompson Investment Management
Wisconsin
$9.99M -$339K -2,337 -4%
SC
675
Stolper & Co
Oklahoma
$9.97M -$42.3K -292 -0.5%

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.