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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
DA
851
DCF Advisers
Connecticut
$5.96M -$253K -1,750 -5%
OQS
852
Occudo Quantitative Strategies
Florida
$5.96M +$5.06M +34,966 New
FFA
853
Fragasso Financial Advisors
Pennsylvania
$5.95M +$127K +874 +3%
NS
854
NBC Securities
Alabama
$5.95M +$497K +3,434 +11%
VIP
855
Vista Investment Partners
Oklahoma
$5.93M +$12.5K +86 +0.2%
CWM
856
Circle Wealth Management
New Jersey
$5.93M +$1.57M +10,836 +45%
FFBTD
857
First Financial Bank - Trust Division
Ohio
$5.92M -$119K -825 -2%
ISB
858
Iowa State Bank
Iowa
$5.92M -$185K -1,275 -4%
HFM
859
Harvest Fund Management
China
$5.88M +$2.72M +18,803 +119%
CCG
860
Chatham Capital Group
Georgia
$5.84M -$5.79K -40 -0.1%
CWM
861
Chemistry Wealth Management
New York
$5.82M +$211K +1,457 +4%
ECG
862
Edge Capital Group
Georgia
$5.81M +$1.74K +12 +0%
QI
863
QV Investors
Alberta, Canada
$5.81M -$1.81M -12,490 -27%
LHC
864
Little House Capital
Massachusetts
$5.79M -$324K -2,236 -6%
BHIA
865
Birch Hill Investment Advisors
Massachusetts
$5.79M -$51.6K -356 -1%
SIC
866
Salem Investment Counselors
North Carolina
$5.75M -$8.55K -59 -0.2%
CF
867
Centaurus Financial
California
$5.72M +$811K +5,601 +20%
PA
868
Profund Advisors
Maryland
$5.7M -$53.2K -367 -1%
BCFS
869
Butensky & Cohen Financial Security
Florida
$5.68M -$855K -5,901 -15%
NP
870
NorthRock Partners
Minnesota
$5.68M +$243K +1,675 +5%
AWAU
871
Alliance Wealth Advisors (Utah)
Utah
$5.65M +$3.56M +24,580 +286%
UH
872
Unigestion Holding
Switzerland
$5.65M -$19.6M -135,150 -80%
MP
873
McDonald Partners
Ohio
$5.64M -$121K -836 -2%
LIM
874
Leavell Investment Management
Alabama
$5.6M +$1.09M +7,501 +30%
JWCA
875
J.W. Coons Advisors
Ohio
$5.6M +$51.7K +357 +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.