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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
USAA
826
United Services Automobile Association
Texas
$6.27M -$1.18M -8,177 -18%
TCA
827
Transcend Capital Advisors
New Jersey
$6.26M -$48.2K -333 -0.9%
ACM
828
Alpha Capital Management
Texas
$6.25M -$494K -3,411 -9%
LW
829
Linscomb Wealth
Texas
$6.24M -$280K -1,935 -5%
TSMHT
830
Thurston Springer Miller Herd & Titak
Indiana
$6.24M -$34.3K -237 -0.6%
PIM
831
Plato Investment Management
Australia
$6.23M +$395K +2,726 +8%
AA
832
Ancora Advisors
Ohio
$6.21M +$147K +1,015 +3%
FHA
833
First Horizon Advisors
Tennessee
$6.21M -$208K -1,435 -4%
MWM
834
Meridian Wealth Management
Kentucky
$6.18M +$1.41M +9,727 +37%
RWA
835
River Wealth Advisors
Pennsylvania
$6.17M -$1.16K -8 -0%
MAS
836
Meeder Advisory Services
Ohio
$6.15M +$246K +1,695 +5%
WBC
837
West Branch Capital
Massachusetts
$6.15M +$77.1K +532 +1%
RIM
838
Reliant Investment Management
Tennessee
$6.12M -$13K -90 -0.3%
MIC
839
Means Investment Company
Maine
$6.09M +$69.7K +481 +1%
NG
840
Norden Group
Utah
$6.07M +$3.95M +27,293 +328%
PS
841
Principal Securities
Iowa
$6.05M +$1.13M +7,811 +28%
IA
842
IFP Advisors
Florida
$6.05M +$974K +6,725 +23%
MAM
843
Melqart Asset Management
United Kingdom
$6.05M -$1.67M -11,506 -24%
CIA
844
Choate Investment Advisors
Massachusetts
$6.04M +$81.7K +564 +2%
CCM
845
Cullen Capital Management
New York
$6M -$639K -4,409 -11%
SFO
846
Stokes Family Office
Louisiana
$6M +$7.53K +52 +0.1%
MYAM
847
Meiji Yasuda Asset Management
Japan
$5.99M +$214K +1,479 +4%
DWM
848
Dynasty Wealth Management
Florida
$5.98M +$2.4M +16,555 +89%
VCA
849
Verdence Capital Advisors
Maryland
$5.98M +$570K +3,938 +13%
WAP
850
Wealthcare Advisory Partners
Pennsylvania
$5.97M -$50.1K -346 -1%

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.