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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
GRP
676
Global Retirement Partners
California
$9.95M +$63.2K +436 +0.8%
AWM
677
AE Wealth Management
Kansas
$9.91M +$306K +2,110 +4%
CII
678
Capital International Inc
California
$9.87M +$101K +696 +1%
SFG
679
SevenBridge Financial Group
Pennsylvania
$9.87M +$248K +1,712 +3%
HB
680
HTLF Bank
Colorado
$9.82M -$297K -2,053 -3%
Wellington Management Group
681
Wellington Management Group
Massachusetts
$9.79M +$1.78M +12,302 +27%
WB
682
Webster Bank
Connecticut
$9.78M -$469K -3,235 -5%
EW
683
Evoke Wealth
California
$9.78M +$8.31M +57,404 New
WWA
684
WCG Wealth Advisors
Nevada
$9.7M +$43.2K +298 +0.5%
BDA
685
Borer Denton & Associates
Pennsylvania
$9.68M +$18.1K +125 +0.2%
BCV
686
Banque Cantonale Vaudoise
Switzerland
$9.6M +$2.58M +17,796 +46%
SCM
687
Schnieders Capital Management
California
$9.52M -$265K -1,832 -3%
MSS
688
Mitchell Sinkler & Starr
Pennsylvania
$9.51M +$330K +2,276 +4%
ISL
689
Ingalls & Snyder LLC
New York
$9.5M -$199K -1,376 -2%
BCA
690
Bernzott Capital Advisors
California
$9.45M -$55.3K -382 -0.7%
GAM
691
Griffin Asset Management
New York
$9.44M -$46.9K -324 -0.6%
IMRF
692
Illinois Municipal Retirement Fund
Illinois
$9.43M
AI
693
Ariel Investments
Illinois
$9.41M -$750K -5,176 -9%
PCIA
694
Prime Capital Investment Advisors
Kansas
$9.38M -$1.06M -7,346 -12%
IMCOOI
695
Investment Management Corp of Ontario (IMCO)
Canada
$9.36M +$2.64M +18,200 +50%
RAM
696
Roanoke Asset Management
New Jersey
$9.31M -$18.7K -129 -0.2%
FIM
697
FWL Investment Management
Texas
$9.3M +$1.7M +11,720 +27%
GGI
698
GPM Growth Investors
Michigan
$9.28M -$200K -1,379 -2%
LSA
699
L & S Advisors
California
$9.17M +$7.79M +53,809 New
SSA
700
Schonfeld Strategic Advisors
New York
$9.17M -$8.72M -60,200 -53%

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.