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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
GGHC
951
Gilder Gagnon Howe & Co
New York
$4.8M +$4.08M +28,147 New
WCM
952
Weaver Capital Management
Georgia
$4.78M +$259K +1,790 +7%
SIA
953
Soltis Investment Advisors
Utah
$4.78M +$1.3M +8,983 +47%
PWM
954
Perigon Wealth Management
California
$4.78M -$114K -788 -3%
DCM
955
Delta Capital Management
New Jersey
$4.76M -$1.15M -7,940 -22%
VT
956
Vise Technologies
New York
$4.75M +$746K +5,151 +23%
JWM
957
Jeppson Wealth Management
California
$4.75M -$724 -5 -0%
KOCAA
958
Knights of Columbus Asset Advisors
Connecticut
$4.73M -$120K -829 -3%
WPW
959
Waldron Private Wealth
Pennsylvania
$4.71M +$68.9K +476 +2%
TNBTD
960
Trustmark National Bank Trust Department
Mississippi
$4.71M -$568K -3,922 -12%
GIA
961
Gladstone Institutional Advisory
Florida
$4.68M -$1.23M -8,522 -24%
AP
962
Arlington Partners
Alabama
$4.68M +$651K +4,497 +20%
KCM
963
Kerusso Capital Management
North Carolina
$4.67M +$241K +1,667 +6%
CHAM
964
Clear Harbor Asset Management
Connecticut
$4.67M -$544K -3,757 -12%
AIM
965
Arcadia Investment Management
Michigan
$4.66M -$14.5K -100 -0.4%
SC
966
Syon Capital
California
$4.65M +$18K +124 +0.5%
BFS
967
Bard Financial Services
Connecticut
$4.64M -$5.55M -38,330 -58%
PAI
968
Pittenger & Anderson Inc
Nebraska
$4.64M +$143K +990 +4%
DT
969
Diversified Trust
Tennessee
$4.61M +$260K +1,796 +7%
IB
970
Intrust Bank
Kansas
$4.6M +$32.3K +223 +0.8%
SOAMC
971
Spirit of America Management Corp
New York
$4.58M
NC
972
NovaPoint Capital
Georgia
$4.57M +$131K +904 +3%
KA
973
Keene & Associates
Texas
$4.57M -$125K -861 -3%
GWMIA
974
Global Wealth Management Investment Advisory
Florida
$4.55M -$905K -6,246 -19%
SPG
975
Strategic Planning Group
Utah
$4.55M +$212K +1,467 +6%

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.