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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
FMI
1001
F/M Investments
District of Columbia
$4.24M -$10.7K -74 -0.3%
LAM
1002
Lummis Asset Management
Texas
$4.22M +$151K +1,044 +4%
MG
1003
Mather Group
Illinois
$4.22M -$14.3M -98,534 -80%
PCP
1004
Proficio Capital Partners
Massachusetts
$4.22M -$179K -1,239 -5%
HWA
1005
HCR Wealth Advisors
California
$4.22M +$8.26K +57 +0.2%
TPA
1006
Trivium Point Advisory
Connecticut
$4.21M +$455K +3,140 +16%
CHC
1007
City Holding Co
West Virginia
$4.2M +$243K +1,678 +7%
PFS
1008
Prospera Financial Services
Texas
$4.18M +$154K +1,062 +5%
VRM
1009
Vectors Research Management
New York
$4.17M
CIC
1010
Chase Investment Counsel
Virginia
$4.16M +$3.54M +24,418 New
AGP
1011
Autumn Glory Partners
Texas
$4.15M +$46.6K +322 +1%
BCAM
1012
Boston Common Asset Management
Massachusetts
$4.15M -$4.39M -30,281 -55%
LWM
1013
Liberty Wealth Management
California
$4.14M -$870K -6,006 -20%
DJSG
1014
D.J. St. Germain
Massachusetts
$4.13M -$15.7M -108,631 -82%
EOJOAM
1015
E. Ohman J:or Asset Management
Sweden
$4.12M -$637K -4,400 -15%
AF
1016
Alerus Financial
North Dakota
$4.1M -$209K -1,442 -6%
CPA
1017
Capital Planning Advisors
California
$4.1M -$71.8K -496 -2%
SLI
1018
Sumitomo Life Insurance
Japan
$4.1M +$576K +3,980 +20%
CUAMC
1019
China Universal Asset Management Company
China
$4.08M +$3.1M +21,394 +838%
PAS
1020
Park Avenue Securities
New York
$4.05M +$71.7K +495 +2%
PFS
1021
Physicians Financial Services
North Carolina
$4.03M -$43.5K -300 -1%
SNBOSCI
1022
Security National Bank of Sioux City Iowa
Iowa
$4.02M -$11.4K -79 -0.3%
ACM
1023
Argyle Capital Management
Pennsylvania
$3.98M -$120K -829 -3%
MS
1024
Maven Securities
Jersey
$3.95M -$3.15M -21,743 -48%
VVP
1025
Venture Visionary Partners
Ohio
$3.95M +$689K +4,760 +26%

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.