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Oracle

2,915 hedge funds and large institutions have $169B invested in Oracle in 2024 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 1,239 increasing their positions, 1,014 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 103

36% more funds holding in top 10

Funds holding in top 10: 108147 (+39)

22% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 1,014

14% more capital invested

Capital invested by funds: $148B → $169B (+$20.9B)

4% more funds holding

Funds holding: 2,8112,915 (+104)

4% more call options, than puts

Call options by funds: $3.46B | Put options by funds: $3.32B

0.47% more ownership

Funds ownership: 43%43.47% (+0.47%)

Holders
2,915
Holders Change
+104
Holders Change %
+3.7%
% of All Funds
42.1%
Holding in Top 10
147
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+36.11%
% of All Funds
2.12%
New
242
Increased
1,239
Reduced
1,014
Closed
103
Calls
$3.46B
Puts
$3.32B
Net Calls
+$139M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1001
Capital Planning Advisors
California
$3.47M -$26.1K -210 -0.8%
USCWA
1002
U.S. Capital Wealth Advisors
Texas
$3.46M -$320K -2,577 -10%
WIA
1003
World Investment Advisors
California
$3.44M +$2.32M +18,707 +330%
ACM
1004
Argyle Capital Management
Pennsylvania
$3.42M -$608K -4,900 -17%
SIA
1005
Schechter Investment Advisors
Michigan
$3.42M +$204K +1,641 +7%
LWM
1006
Liberty Wealth Management
California
$3.39M +$896K +7,218 +31%
AGP
1007
Autumn Glory Partners
Texas
$3.38M +$470K +3,787 +19%
PFS
1008
Physicians Financial Services
North Carolina
$3.38M -$12.4K -100 -0.4%
CWM
1009
Circle Wealth Management
New Jersey
$3.38M +$1.34M +10,756 +82%
EHWM
1010
Eads & Heald Wealth Management
Georgia
$3.36M -$132K -1,063 -4%
LAM
1011
Lummis Asset Management
Texas
$3.35M -$7.7K -62 -0.3%
SNBOSCI
1012
Security National Bank of Sioux City Iowa
Iowa
$3.35M -$94.1K -758 -3%
CRC
1013
Curi RMB Capital
Illinois
$3.31M -$84.9K -684 -3%
PFS
1014
Prospera Financial Services
Texas
$3.31M +$585K +4,707 +25%
HZ
1015
Hixon Zuercher
Ohio
$3.31M -$129K -1,041 -4%
RPWA
1016
Regent Peak Wealth Advisors
Georgia
$3.3M -$255K -2,055 -8%
PWP
1017
Private Wealth Partners
California
$3.29M +$646K +5,200 +29%
PAS
1018
Park Avenue Securities
New York
$3.28M +$146K +1,177 +5%
BAM
1019
Berkshire Asset Management
Pennsylvania
$3.27M +$285K +2,293 +11%
GCM
1020
Greenland Capital Management
New York
$3.25M +$1.34M +10,752 +88%
CHC
1021
City Holding Co
West Virginia
$3.24M +$211K +1,703 +8%
AP
1022
Arlington Partners
Alabama
$3.24M -$407K -3,277 -12%
CM
1023
Churchill Management
California
$3.24M +$2.85M +22,940 New
FPAS
1024
Focus Partners Advisor Solutions
Missouri
$3.22M -$399K -3,216 -12%
VT
1025
Vise Technologies
New York
$3.21M -$56.9K -458 -2%

ORCL Hedge Fund Activity: Q2 2024 in Review

2,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2024, worth a combined $169B — up 14% from $148B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 103 closed out — a net gain of 139 holders — while 1,239 added to existing stakes and 1,014 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was Capital World Investors, cutting an estimated $717M.

  • 2,915 institutional investors held Oracle (ORCL) as of Q2 2024, up from 2,811 in Q1 2024.
  • Funds reported $169B of Oracle stock for Q2 2024, up 14% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q2 2024 and 103 closed out, a net change of +139 holders.
  • The largest Oracle buyer in Q2 2024 was Fidelity Investments, an estimated $1.51B added.
  • The largest Oracle seller in Q2 2024 was Capital World Investors, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2024.