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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
SIAG
901
Signet Investment Advisory Group
Rhode Island
$4.4M -$115K -925 -3%
CHAM
902
Clear Harbor Asset Management
Connecticut
$4.4M +$13K +105 +0.3%
VCA
903
Verdence Capital Advisors
Maryland
$4.4M +$18.9K +152 +0.5%
BCM
904
Beddow Capital Management
Wyoming
$4.39M -$112K -900 -3%
SFS
905
Strategic Financial Services
New York
$4.38M -$92.5K -745 -2%
FNT
906
First Nebraska Trust
Nebraska
$4.38M
BP
907
Ballentine Partners
Massachusetts
$4.36M +$167K +1,346 +5%
BBWA
908
Bell & Brown Wealth Advisors
California
$4.35M +$39K +314 +1%
BCG
909
Breakwater Capital Group
New Jersey
$4.34M +$840K +6,764 +28%
HC
910
Hendley & Co
Ohio
$4.33M +$69.5K +560 +2%
WBC
911
Westpac Banking Corp
Australia
$4.32M -$118K -953 -3%
APWM
912
Argonautica Private Wealth Management
Massachusetts
$4.31M +$27.3K +220 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
913
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.3M -$707K -5,694 -16%
P
914
&Partners
Tennessee
$4.3M +$1.86M +15,005 +97%
PWW
915
Pettyjohn Wood & White
Virginia
$4.28M +$60.1K +484 +2%
BHA
916
Beech Hill Advisors
New York
$4.28M +$64K +515 +2%
NSB
917
Norway Savings Bank
Maine
$4.25M +$121K +974 +3%
BAM
918
Belpointe Asset Management
Nevada
$4.25M +$1.07M +8,656 +40%
UCI
919
Uncommon Cents Investing
Wisconsin
$4.25M -$45.3K -365 -1%
HFM
920
Hartford Financial Management
Connecticut
$4.23M -$22.5K -181 -0.6%
III
921
Independent Investors Inc
New York
$4.22M
LSAG
922
Lake Street Advisors Group
New Hampshire
$4.21M +$31.2K +251 +0.8%
VanEck Associates
923
VanEck Associates
New York
$4.19M -$8.94K -72 -0.2%
CA
924
CapWealth Advisors
Tennessee
$4.18M +$3.68M +29,612 New
NPP
925
New Potomac Partners
Maryland
$4.17M -$41.1K -331 -1%

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.