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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
NP
976
Nilsine Partners
Colorado
$4.54M -$182K -1,259 -5%
AWM
977
Axxcess Wealth Management
California
$4.48M -$279K -1,923 -7%
USCWA
978
U.S. Capital Wealth Advisors
Texas
$4.47M +$251K +1,735 +7%
VF
979
Vest Financial
Virginia
$4.47M +$2.13M +14,675 +127%
IPW
980
Inlet Private Wealth
Florida
$4.46M -$14.5K -100 -0.4%
TCM
981
Teza Capital Management
Illinois
$4.45M -$1.28M -8,827 -25%
DWT
982
Dorsey & Whitney Trust
South Dakota
$4.44M +$611K +4,219 +19%
RCM
983
RNC Capital Management
California
$4.41M
CRC
984
Curi RMB Capital
Illinois
$4.41M +$346K +2,389 +10%
RWM
985
Rockline Wealth Management
New York
$4.4M +$964K +6,657 +35%
TTWM
986
TCV Trust & Wealth Management
Virginia
$4.39M +$76.8K +530 +2%
ONB
987
Old National Bancorp
Indiana
$4.39M -$96.2K -664 -3%
MIC
988
Meridian Investment Counsel
California
$4.38M -$145K -1,000 -4%
HW
989
Hancock Whitney
Mississippi
$4.36M -$308K -2,129 -8%
SFS
990
Sowell Financial Services
Arkansas
$4.35M +$916K +6,323 +33%
ANB
991
Amarillo National Bank
Texas
$4.35M
HWM
992
Hohimer Wealth Management
Washington
$4.31M +$62.4K +431 +2%
MFG
993
MidWestOne Financial Group
Iowa
$4.31M -$170K -1,173 -4%
ITIM
994
Indiana Trust & Investment Management
Indiana
$4.31M +$34.8K +240 +1%
FRA
995
Frank Rimerman Advisors
California
$4.29M -$1.28M -8,827 -26%
CPA
996
Court Place Advisors
Maryland
$4.27M -$10.1K -70 -0.3%
PWP
997
Private Wealth Partners
California
$4.27M +$253K +1,750 +8%
FBT
998
First Bankers Trust
Kentucky
$4.27M -$54.8K -378 -1%
OCM
999
Ogborne Capital Management
California
$4.26M +$3.62M +25,000 New
IAM
1000
Impact Asset Management
$4.24M +$3.61M +24,900 New

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.