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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
CIP
801
Capital Insight Partners
Arizona
$6.6M +$20.6K +142 +0.4%
CICI
802
Capital Investment Counsel Inc
North Carolina
$6.6M -$274K -1,893 -5%
SAM
803
Selway Asset Management
$6.57M +$14.5K +100 +0.3%
TRCT
804
Tower Research Capital (TRC)
New York
$6.55M -$7.73M -53,393 -58%
HBT
805
Hills Bank & Trust
Iowa
$6.54M -$66.5K -459 -1%
MCM
806
Manchester Capital Management
Vermont
$6.51M +$43.3K +299 +0.8%
IWA
807
Icon Wealth Advisors
Texas
$6.5M +$3.42M +23,598 +162%
JWCA
808
J.W. Cole Advisors
Florida
$6.5M +$1.37M +9,482 +33%
SI
809
Sora Investors
Pennsylvania
$6.48M -$4.64M -32,000 -46%
WAM
810
Westport Asset Management
Connecticut
$6.48M
LA
811
Lifeworks Advisors
Michigan
$6.45M -$87.5K -604 -2%
SCM
812
Spring Capital Management
Texas
$6.44M -$272K -1,875 -3%
Alyeska Investment Group
813
Alyeska Investment Group
Illinois
$6.44M -$112M -770,275 -95%
HI
814
Harrington Investments
California
$6.41M -$52.1K -360 -0.9%
GWA
815
GGM Wealth Advisors
Maryland
$6.37M -$23K -159 -0.4%
DWM
816
Diversify Wealth Management
Utah
$6.36M +$1.27M +8,787 +31%
GFA
817
Gifford Fong Associates
California
$6.35M
MC
818
Moors & Cabot
Massachusetts
$6.33M -$188K -1,297 -3%
CT
819
Chicago Trust
Illinois
$6.33M -$34.8K -240 -0.6%
IAA
820
Independent Advisor Alliance
North Carolina
$6.32M -$50.4K -348 -0.9%
HAG
821
HighPoint Advisor Group
Illinois
$6.3M -$210K -1,453 -4%
OAM
822
Oak Asset Management
California
$6.29M -$257K -1,775 -5%
BCM
823
Buckhead Capital Management
Georgia
$6.28M +$36.2K +250 +0.7%
SF
824
Summit Financial
New Jersey
$6.28M +$522K +3,604 +11%
PI
825
PFG Investments
New York
$6.27M -$130K -896 -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.