Oracle
ORCL
2,812 hedge funds and large institutions have $148B invested in Oracle in 2024 Q1 according to their latest regulatory filings, with 292 funds opening new positions, 1,085 increasing their positions, 1,052 reducing their positions, and 136 closing their positions.
115% more first-time investments, than exits
New positions opened: 292 | Existing positions closed: 136
35% more funds holding in top 10
Funds holding in top 10: 80 → 108 (+28)
19% more call options, than puts
Call options by funds: $3.62B | Put options by funds: $3.05B
17% more capital invested
Capital invested by funds: $126B → $148B (+$22B)
4% more funds holding
Funds holding: 2,694 → 2,812 (+118)
3% more repeat investments, than reductions
Existing positions increased: 1,085 | Existing positions reduced: 1,052
0.58% less ownership
Funds ownership: 43.58% → 43% (-0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.37B |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$881M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$457M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$413M |
| 5 |
D.E. Shaw & Co
New York
|
+$382M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.32B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$906M |
| 3 |
Parnassus Investments
San Francisco,
California
|
-$694M |
| 4 |
First Eagle Investment Management
New York
|
-$495M |
| 5 |
Millennium Management
New York
|
-$281M |
ORCL Hedge Fund Activity: Q1 2024 in Review
2,812 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2024, worth a combined $148B — up 17% from $126B a quarter earlier.
Buyers outnumbered sellers: 292 funds opened new ORCL positions and 136 closed out — a net gain of 156 holders — while 1,085 added to existing stakes and 1,052 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.37B. The largest seller was Morgan Stanley, cutting an estimated $2.32B.
- 2,812 institutional investors held Oracle (ORCL) as of Q1 2024, up from 2,694 in Q4 2023.
- Funds reported $148B of Oracle stock for Q1 2024, up 17% quarter-over-quarter.
- 292 funds opened new Oracle positions in Q1 2024 and 136 closed out, a net change of +156 holders.
- The largest Oracle buyer in Q1 2024 was Franklin Resources, an estimated $1.37B added.
- The largest Oracle seller in Q1 2024 was Morgan Stanley, an estimated $2.32B sold.
Based on aggregated 13F filings for Q1 2024.