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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
BWM
926
BNC Wealth Management
Oregon
$5.03M +$119K +821 +3%
BCG
927
Breakwater Capital Group
New Jersey
$5.02M -$192K -1,327 -4%
CP
928
CenterBook Partners
Connecticut
$5M +$4.25M +29,354 New
PTC
929
Philadelphia Trust Company
Pennsylvania
$5M +$390K +2,690 +10%
AAB
930
ABN AMRO Bank
Netherlands
$4.99M +$3.27M +22,564 +324%
IBOK
931
Independence Bank of Kentucky
Kentucky
$4.97M +$1.67M +11,546 +66%
VanEck Associates
932
VanEck Associates
New York
$4.95M -$158K -1,089 -4%
BCM
933
Beddow Capital Management
Wyoming
$4.95M -$305K -2,105 -7%
DA
934
Denali Advisors
California
$4.94M +$4.2M +28,962 New
TIA
935
Tiemann Investment Advisors
California
$4.92M -$24.6K -170 -0.6%
TAM
936
Thematics Asset Management
France
$4.89M -$456K -3,146 -10%
SWM
937
Sculati Wealth Management
Michigan
$4.88M -$79.4K -548 -2%
CAM
938
Councilmark Asset Management
Tennessee
$4.87M
FAP
939
Financial Advisory Partners
Florida
$4.87M -$128K -885 -3%
MA
940
Montag & Associates
Georgia
$4.86M -$10.7K -74 -0.3%
JAFL
941
Jay A. Fishman Ltd
Michigan
$4.85M
BCM
942
Brookstone Capital Management
Illinois
$4.85M +$91.3K +630 +2%
NPP
943
New Potomac Partners
Maryland
$4.84M -$163K -1,122 -4%
BFG
944
Beacon Financial Group
Texas
$4.83M -$122K -843 -3%
WIS
945
Wright Investors Service
Connecticut
$4.81M +$1.07M +7,384 +35%
FAM
946
Fred Alger Management
New York
$4.81M +$180K +1,240 +5%
DAC
947
Dividend Assets Capital
South Carolina
$4.81M +$1.33M +9,170 +48%
SAMC
948
Spectrum Asset Management (California)
California
$4.8M +$26.4K +182 +0.6%
DFA
949
Delta Financial Advisors
Louisiana
$4.8M -$79.2K -547 -2%
MGIA
950
Moneta Group Investment Advisors
Missouri
$4.8M +$438K +3,023 +12%

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.