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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
IFAM
801
Institutional & Family Asset Management
Colorado
$5.51M -$275K -2,218 -5%
BFG
802
Bleakley Financial Group
New Jersey
$5.51M -$7.45K -60 -0.2%
HBT
803
Hills Bank & Trust
Iowa
$5.48M +$88.4K +712 +2%
AI
804
AXS Investments
New York
$5.48M -$1.11M -8,923 -19%
QIM
805
Quantitative Investment Management
Virginia
$5.47M -$12.6M -101,123 -72%
FTWA
806
Fifth Third Wealth Advisors
Ohio
$5.47M +$1.89M +15,192 +65%
OAM
807
Oak Asset Management
California
$5.46M -$15.5K -125 -0.3%
CIP
808
Capital Insight Partners
Arizona
$5.45M -$215K -1,733 -4%
LW
809
Linscomb Wealth
Texas
$5.44M -$164K -1,324 -3%
BCV
810
Banque Cantonale Vaudoise
Switzerland
$5.44M -$2.9M -23,369 -38%
BSW
811
Buckingham Strategic Wealth
Missouri
$5.44M +$153K +1,236 +3%
SAM
812
Selway Asset Management
$5.43M +$136K +1,095 +3%
LA
813
Lifeworks Advisors
Michigan
$5.43M -$119K -957 -2%
MC
814
Moors & Cabot
Massachusetts
$5.43M -$199K -1,606 -4%
CCT
815
Capital City Trust
Florida
$5.41M -$67.6K -544 -1%
AAP
816
Ardsley Advisory Partners
Connecticut
$5.37M -$5.9M -47,500 -56%
WAM
817
Westport Asset Management
Connecticut
$5.37M
HI
818
Harrington Investments
California
$5.36M -$30.4K -245 -0.6%
MCM
819
Manchester Capital Management
Vermont
$5.35M -$167K -1,342 -3%
FHA
820
First Horizon Advisors
Tennessee
$5.35M -$904K -7,280 -16%
PI
821
PFG Investments
New York
$5.32M +$93.3K +751 +2%
CI
822
CX Institutional
Indiana
$5.3M -$154K -1,240 -3%
GWA
823
GGM Wealth Advisors
Maryland
$5.3M -$35.3K -284 -0.8%
IAA
824
Independent Advisor Alliance
North Carolina
$5.28M +$394K +3,170 +9%
CT
825
Chicago Trust
Illinois
$5.28M +$657K +5,290 +16%

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.