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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
RG
876
Rathbones Group
United Kingdom
$5.57M -$428K -2,957 -8%
CCA
877
Checchi Capital Advisers
California
$5.55M +$25.5K +176 +0.5%
AIM
878
Avity Investment Management
Connecticut
$5.54M -$118K -815 -2%
MFG
879
Merit Financial Group
Georgia
$5.52M -$394K -2,718 -8%
SPC
880
Sigma Planning Corp
Michigan
$5.51M +$147K +1,017 +3%
SIA
881
Schechter Investment Advisors
Michigan
$5.51M +$1.18M +8,116 +34%
SCM
882
SOL Capital Management
Maryland
$5.5M -$76.6K -529 -2%
BAM
883
Belpointe Asset Management
Nevada
$5.5M +$314K +2,167 +7%
MCB
884
Morton Community Bank
Illinois
$5.49M -$113K -777 -2%
TAIM
885
Te Ahumairangi Investment Management
New Zealand
$5.48M -$556K -3,840 -11%
FLI
886
Family Legacy Inc
South Carolina
$5.45M +$71.4K +493 +2%
EFM
887
E Fund Management
China
$5.45M +$826K +5,701 +22%
SCA
888
Sander Capital Advisors
Washington
$5.45M
BP
889
Ballentine Partners
Massachusetts
$5.44M +$149K +1,031 +3%
SL
890
Salomon & Ludwin
Virginia
$5.44M +$17.4K +120 +0.4%
GIP
891
Granite Investment Partners
California
$5.43M -$287K -1,979 -6%
FPAS
892
Focus Partners Advisor Solutions
Missouri
$5.41M +$1.3M +8,999 +40%
KA
893
Kintegral Advisory
New York
$5.41M -$60.3K -416 -1%
EF
894
Exeter Financial
Arizona
$5.41M -$425K -2,931 -8%
SNBOSD
895
Security National Bank of So Dak
Iowa
$5.41M -$64.5K -445 -1%
CPSAC
896
Chas P. Smith & Associates (CPS)
Florida
$5.39M +$49.1K +339 +1%
AI
897
AXS Investments
New York
$5.38M -$1.05M -7,226 -19%
GWCM
898
Godshalk Welsh Capital Management
Pennsylvania
$5.38M -$203K -1,400 -4%
HFM
899
Hartford Financial Management
Connecticut
$5.36M +$217K +1,496 +5%
SWA
900
SOA Wealth Advisors
New York
$5.36M +$1.59K +11 +0%

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.