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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
WP
1076
Westmount Partners
California
$2.84M +$11.3K +91 +0.5%
SLI
1077
Sumitomo Life Insurance
Japan
$2.83M -$325K -2,618 -12%
AL
1078
Aspiriant LLC
California
$2.83M -$103K -827 -4%
AWP
1079
Abacus Wealth Partners
California
$2.82M -$61.7K -497 -2%
NRD
1080
Nebula Research & Development
New York
$2.81M +$980K +7,894 +66%
KWMG
1081
King Wealth Management Group
Florida
$2.81M +$735K +5,918 +42%
KIA
1082
KCM Investment Advisors
California
$2.81M +$33.7K +271 +1%
IFWM
1083
Institute for Wealth Management
Colorado
$2.8M +$23.2K +187 +1%
ACIM
1084
Azimuth Capital Investment Management
Michigan
$2.79M -$93.1K -750 -4%
CNBTD
1085
Citizens National Bank Trust Department
Mississippi
$2.79M +$145K +1,170 +6%
BTI
1086
Blue Trust Inc
Georgia
$2.78M +$556K +4,480 +25%
AIP
1087
Ameritas Investment Partners
Nebraska
$2.77M -$97.6K -786 -4%
HVIA
1088
Hudson Valley Investment Advisors
New York
$2.77M +$684K +5,509 +26%
RMDI
1089
R.M. Davis Inc
Maine
$2.76M -$49.4K -398 -2%
NW
1090
NewEdge Wealth
Pennsylvania
$2.76M +$78.2K +630 +3%
FTC
1091
Farmers Trust Company
Ohio
$2.76M +$4.35K +35 +0.2%
SMH
1092
Sanders Morris Harris
Texas
$2.75M
CWAG
1093
Compton Wealth Advisory Group
Virginia
$2.74M
MCC
1094
Malaga Cove Capital
California
$2.74M -$9.31K -75 -0.4%
WANY
1095
Wealthspire Advisors (New York)
New York
$2.73M +$31.2K +251 +1%
RWA
1096
Roberts Wealth Advisors
California
$2.73M +$609K +4,903 +34%
LT
1097
Legacy Trust
Michigan
$2.73M +$621 +5 +0%
LFAS
1098
Level Four Advisory Services
Texas
$2.72M +$859K +6,915 +56%
NSAM
1099
North Star Asset Management
Wisconsin
$2.72M -$15.5K -125 -0.6%
CWM
1100
Cabot Wealth Management
Massachusetts
$2.72M

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.