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Oracle

2,915 hedge funds and large institutions have $169B invested in Oracle in 2024 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 1,239 increasing their positions, 1,014 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 103

36% more funds holding in top 10

Funds holding in top 10: 108147 (+39)

22% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 1,014

14% more capital invested

Capital invested by funds: $148B → $169B (+$20.9B)

4% more funds holding

Funds holding: 2,8112,915 (+104)

4% more call options, than puts

Call options by funds: $3.46B | Put options by funds: $3.32B

0.47% more ownership

Funds ownership: 43%43.47% (+0.47%)

Holders
2,915
Holders Change
+104
Holders Change %
+3.7%
% of All Funds
42.1%
Holding in Top 10
147
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+36.11%
% of All Funds
2.12%
New
242
Increased
1,239
Reduced
1,014
Closed
103
Calls
$3.46B
Puts
$3.32B
Net Calls
+$139M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
776
Trust Company of Vermont
Vermont
$6.13M +$41K +330 +0.8%
EF
777
Empirical Finance
Pennsylvania
$6.12M -$372K -2,996 -6%
S
778
SignatureFD
Georgia
$6.11M +$201K +1,621 +4%
PGAM
779
Princeton Global Asset Management
New Jersey
$6.1M +$314K +2,525 +6%
CC
780
Chicago Capital
Illinois
$6.09M +$526K +4,239 +11%
SCM
781
Sandler Capital Management
New York
$6.07M +$5.34M +43,000 New
SHFA
782
SS&H Financial Advisors
Michigan
$6.06M
FIM
783
FWL Investment Management
Texas
$6.05M +$4.53M +36,470 +569%
SC
784
Sepio Capital
Utah
$6.01M -$27.8K -224 -0.5%
AIM
785
Anchor Investment Management
South Carolina
$5.96M -$747K -6,015 -12%
GKWIM
786
Gerber Kawasaki Wealth & Investment Management
California
$5.95M +$918K +7,392 +21%
BCWM
787
Bartlett & Co Wealth Management
Ohio
$5.92M -$304K -2,445 -6%
EIP
788
Epoch Investment Partners
New York
$5.89M +$171K +1,377 +3%
PCTC
789
Perkins Coie Trust Company
Washington
$5.8M -$147K -1,184 -3%
TW
790
TritonPoint Wealth
Maryland
$5.78M +$3.19M +25,686 +169%
CIC
791
Carnegie Investment Counsel
Ohio
$5.77M -$270K -2,172 -5%
CICI
792
Capital Investment Counsel Inc
North Carolina
$5.73M +$352K +2,834 +8%
FAB
793
First American Bank
Illinois
$5.69M
QCG
794
Quadrant Capital Group
Ohio
$5.69M +$327K +2,633 +7%
ACM
795
Alpha Capital Management
Texas
$5.66M -$48.1K -387 -1%
CCM
796
Cullen Capital Management
New York
$5.6M -$53.3K -429 -1%
CT
797
Coastline Trust
Rhode Island
$5.55M -$423K -3,405 -8%
LC
798
Legacy CG
Texas
$5.54M +$419K +3,377 +9%
NIM
799
Nicollet Investment Management
Minnesota
$5.54M -$56.8K -457 -1%
BCFS
800
Butensky & Cohen Financial Security
Florida
$5.54M -$83.6K -673 -2%

ORCL Hedge Fund Activity: Q2 2024 in Review

2,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2024, worth a combined $169B — up 14% from $148B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 103 closed out — a net gain of 139 holders — while 1,239 added to existing stakes and 1,014 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was Capital World Investors, cutting an estimated $717M.

  • 2,915 institutional investors held Oracle (ORCL) as of Q2 2024, up from 2,811 in Q1 2024.
  • Funds reported $169B of Oracle stock for Q2 2024, up 14% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q2 2024 and 103 closed out, a net change of +139 holders.
  • The largest Oracle buyer in Q2 2024 was Fidelity Investments, an estimated $1.51B added.
  • The largest Oracle seller in Q2 2024 was Capital World Investors, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2024.