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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
Twin Tree Management
901
Twin Tree Management
Texas
$5.3M +$4.51M +31,115 New
LSAG
902
Lake Street Advisors Group
New Hampshire
$5.29M +$180K +1,244 +4%
FNT
903
First Nebraska Trust
Nebraska
$5.27M -$10.9K -75 -0.2%
EG
904
Ellerson Group
Maryland
$5.27M -$212K -1,465 -5%
BG
905
Bahl & Gaynor
Ohio
$5.24M -$77.2K -533 -2%
APWM
906
Argonautica Private Wealth Management
Massachusetts
$5.24M +$35.8K +247 +0.8%
BFM
907
Boothbay Fund Management
New York
$5.24M +$4.46M +30,760 New
ITC
908
Inspire Trust Company
Nevada
$5.24M +$465K +3,207 +12%
ATS
909
Ashton Thomas Securities
New York
$5.22M -$708K -4,889 -14%
NW
910
NewEdge Wealth
Pennsylvania
$5.21M +$1.6M +11,025 +56%
PWW
911
Pettyjohn Wood & White
Virginia
$5.21M +$33.5K +231 +0.8%
FCI
912
Financial Counselors Inc
Kansas
$5.2M +$557K +3,843 +14%
BBWA
913
Bell & Brown Wealth Advisors
California
$5.18M -$56.9K -393 -1%
HC
914
Hendley & Co
Ohio
$5.17M -$49K -338 -1%
BHA
915
Beech Hill Advisors
New York
$5.15M -$14.3K -99 -0.3%
SFS
916
Strategic Financial Services
New York
$5.15M -$123K -850 -3%
NSB
917
Norway Savings Bank
Maine
$5.14M +$6.23K +43 +0.1%
ACM
918
Alight Capital Management
New York
$5.11M -$5.79M -40,000 -57%
MCM
919
Moore Capital Management
New York
$5.11M +$4M +27,623 +1,162%
CA
920
CapWealth Advisors
Tennessee
$5.11M +$52.9K +365 +1%
III
921
Independent Investors Inc
New York
$5.09M
GI
922
GAMMA Investing
California
$5.08M +$1.09M +7,526 +34%
UCI
923
Uncommon Cents Investing
Wisconsin
$5.08M -$38.4K -265 -0.9%
RCA
924
Resonant Capital Advisors
Wisconsin
$5.06M +$49K +338 +1%
PTC
925
Private Trust Company
Ohio
$5.03M +$314K +2,165 +8%

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.