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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
SCM
1026
Silvant Capital Management
Georgia
$3.93M -$376K -2,598 -10%
CCA
1027
Criterion Capital Advisors
Tennessee
$3.93M
EFS
1028
Essex Financial Services
Connecticut
$3.93M -$86K -594 -3%
KF
1029
KKM Financial
Illinois
$3.91M +$193K +1,329 +6%
FSA
1030
Fort Sheridan Advisors
Illinois
$3.9M +$165K +1,140 +5%
CT
1031
Caldwell Trust
Florida
$3.9M +$152K +1,049 +5%
SVWAG
1032
Sound View Wealth Advisors Group
Georgia
$3.88M +$326K +2,250 +11%
CM
1033
Churchill Management
California
$3.88M -$24K -166 -0.7%
CAI
1034
Capital Advisors Inc
Oklahoma
$3.87M +$174K +1,201 +6%
KIM
1035
Kestra Investment Management
Texas
$3.87M +$3.29M +22,686 New
PI
1036
Point72 Italy
Italy
$3.86M +$3.28M +22,679 New
CA
1037
Continuum Advisory
Idaho
$3.86M -$16.9K -117 -0.6%
BIM
1038
Bridges Investment Management
Nebraska
$3.85M -$6.95K -48 -0.2%
CIA
1039
Citadel Investment Advisory
Ohio
$3.85M +$54.3K +375 +2%
BTI
1040
Blue Trust Inc
Georgia
$3.84M +$732K +5,053 +23%
AAS
1041
Ameritas Advisory Services
Nebraska
$3.84M -$1.47M -10,115 -31%
RMCM
1042
Reynders McVeigh Capital Management
Massachusetts
$3.83M
QI
1043
Qtron Investments
Massachusetts
$3.78M +$904K +6,239 +39%
MMG
1044
Monetary Management Group
Missouri
$3.77M +$626K +4,325 +24%
JCM
1045
Jacobi Capital Management
Pennsylvania
$3.76M +$957K +6,605 +43%
CC
1046
Callan Capital
California
$3.73M +$92.1K +636 +3%
GJWM
1047
Gilliland Jeter Wealth Management
Arkansas
$3.73M -$11.7K -81 -0.4%
DAS
1048
Diversify Advisory Services
Utah
$3.73M +$550K +3,794 +22%
GWM
1049
Gibbs Wealth Management
Georgia
$3.73M +$1.62M +11,169 +104%
BONH
1050
Bank of New Hampshire
New Hampshire
$3.72M +$13.5K +93 +0.4%

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.