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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
BFA
751
Bill Few Associates
Pennsylvania
$7.7M -$10.9K -75 -0.2%
EF
752
Empirical Finance
Pennsylvania
$7.68M +$252K +1,742 +4%
CLOS
753
Compagnie Lombard Odier SCmA
Switzerland
$7.68M +$60.5K +418 +0.9%
FMWA
754
Forvis Mazars Wealth Advisors
Missouri
$7.67M +$1.46M +10,112 +29%
GCAC
755
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.57M -$70.3K -485 -1%
AA
756
ALPS Advisors
Colorado
$7.57M -$6.58M -45,409 -51%
PGAM
757
Princeton Global Asset Management
New Jersey
$7.57M +$178K +1,229 +3%
LDB
758
Lee, Danner & Bass
Tennessee
$7.56M -$167K -1,150 -3%
FBC
759
Fairfield, Bush & Co
Connecticut
$7.51M -$875K -6,041 -12%
HF
760
HRT Financial
New York
$7.5M +$6.37M +44,010 New
S
761
SignatureFD
Georgia
$7.5M +$105K +728 +2%
FWM
762
Fairhaven Wealth Management
Illinois
$7.48M -$14.8K -102 -0.2%
SIA
763
SeaBridge Investment Advisors
New Jersey
$7.4M +$4.29M +29,635 +215%
HTIM
764
Harbour Trust & Investment Management
Indiana
$7.4M -$371K -2,563 -6%
EIP
765
Epoch Investment Partners
New York
$7.38M +$228K +1,571 +4%
IAN
766
Integrated Advisors Network
Texas
$7.34M -$328K -2,266 -5%
TCOV
767
Trust Company of Vermont
Vermont
$7.33M -$50.4K -348 -0.8%
SHFA
768
SS&H Financial Advisors
Michigan
$7.31M
CCB
769
Country Club Bank
Missouri
$7.26M -$186K -1,287 -3%
CM
770
Crestline Management
Texas
$7.24M +$6.15M +42,489 New
AIMCA
771
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.22M +$6.14M +42,400 New
HH
772
Hilltop Holdings
Texas
$7.21M +$5.06M +34,914 +471%
SC
773
Sepio Capital
Utah
$7.2M -$49.2K -340 -0.8%
AIM
774
Anchor Investment Management
South Carolina
$7.19M +$3.91K +27 +0.1%
FFA
775
Farther Finance Advisors
California
$7.17M +$975K +6,728 +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.