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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
BIM
1026
Bridges Investment Management
Nebraska
$3.2M +$396K +3,191 +16%
AT
1027
Arden Trust
Delaware
$3.19M -$23.3K -188 -0.8%
RMCM
1028
Reynders McVeigh Capital Management
Massachusetts
$3.17M -$429K -3,451 -13%
EDRH
1029
Edmond de Rothschild Holding
Switzerland
$3.15M +$538K +4,335 +24%
GI
1030
GAMMA Investing
California
$3.15M +$991K +7,982 +56%
MWA
1031
Midland Wealth Advisors
Illinois
$3.15M -$131K -1,058 -5%
CIA
1032
Citadel Investment Advisory
Ohio
$3.13M
GJWM
1033
Gilliland Jeter Wealth Management
Arkansas
$3.1M +$869 +7 +0%
TPCW
1034
TD Private Client Wealth
New York
$3.1M +$63.3K +510 +2%
CG
1035
Castellan Group
Kentucky
$3.09M -$53.9K -434 -2%
TFG
1036
Taylor Financial Group
Virginia
$3.09M -$50.9K -410 -2%
DWT
1037
Dorsey & Whitney Trust
South Dakota
$3.08M -$22.9K -184 -0.8%
CT
1038
Caldwell Trust
Florida
$3.08M +$492K +3,962 +22%
SWS
1039
SYSTM Wealth Solutions
Illinois
$3.08M -$1.79M -14,396 -40%
PIM
1040
Platinum Investment Management
Australia
$3.07M
BONH
1041
Bank of New Hampshire
New Hampshire
$3.07M -$76K -612 -3%
FSA
1042
Fort Sheridan Advisors
Illinois
$3.07M +$24.8K +200 +0.9%
JAG
1043
Journey Advisory Group
Kentucky
$3.04M -$140K -1,131 -5%
CAI
1044
Capital Advisors Inc
Oklahoma
$3.04M +$38K +306 +1%
APP
1045
Avantax Planning Partners
Iowa
$3.03M -$148K -1,190 -5%
APIM
1046
Agate Pass Investment Management
Washington
$3.02M +$117K +940 +5%
JGUA
1047
John G. Ullman & Associates
New York
$3.02M -$34.1K -275 -1%
GPFA
1048
Game Plan Financial Advisors
Ohio
$3.01M +$18.3K +147 +0.7%
PWG
1049
Portside Wealth Group
Utah
$3.01M -$40.2K -324 -1%
CC
1050
Callan Capital
California
$3M +$31.4K +253 +1%

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.