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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
NB
701
NBT Bank
New York
$9.12M -$164K -1,129 -2%
BJL
702
Brighton Jones LLC
Washington
$9.05M -$31M -213,845 -80%
LOPW
703
Live Oak Private Wealth
North Carolina
$9.04M +$1M +6,915 +15%
DA
704
DCM Advisors
New York
$9.04M -$23.8K -164 -0.3%
ECM
705
EagleClaw Capital Management
Massachusetts
$9.02M +$5.07K +35 +0.1%
Balyasny Asset Management
706
Balyasny Asset Management
Illinois
$9.01M -$28.1M -193,864 -79%
AUB
707
Atlantic Union Bankshares
Virginia
$8.94M -$70.7K -488 -0.9%
PWG
708
Portside Wealth Group
Utah
$8.91M +$4.49M +31,021 +146%
PCM
709
Pinnbrook Capital Management
New York
$8.91M +$7.57M +52,261 New
NGA
710
Naples Global Advisors
Florida
$8.9M +$12.9K +89 +0.2%
RBC
711
Romano Brothers & Co
Illinois
$8.9M +$217K +1,498 +3%
OAM
712
Ostrum Asset Management
France
$8.81M -$947K -6,541 -11%
TCM
713
Telos Capital Management
California
$8.78M +$140K +968 +2%
KCG
714
Kinsale Capital Group
Virginia
$8.75M +$1.01M +7,001 +16%
WS
715
Wedbush Securities
California
$8.66M -$908K -6,269 -11%
NMIMC
716
Northwestern Mutual Investment Management Company
Wisconsin
$8.63M -$10.6K -73 -0.1%
SWP
717
Strategic Wealth Partners
Ohio
$8.59M -$1.58M -10,923 -18%
NSEDCP
718
NJ State Employees Deferred Compensation Plan
New Jersey
$8.52M -$724K -5,000 -9%
SCM
719
Sandler Capital Management
New York
$8.52M +$1.01M +7,000 +16%
LMIM
720
Lockheed Martin Investment Management
Maryland
$8.51M -$220K -1,520 -3%
HL
721
HeadInvest LLC
Maine
$8.5M -$171K -1,180 -2%
FMTC
722
Farmers & Merchants Trust Company
California
$8.49M -$6.08K -42 -0.1%
AF
723
Advisornet Financial
Minnesota
$8.45M +$294K +2,030 +4%
LOAMS
724
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.43M +$522K +3,602 +8%
HIC
725
Holderness Investments Company
North Carolina
$8.4M +$107K +739 +2%

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.