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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
TPCW
1076
TD Private Client Wealth
New York
$3.54M -$176K -1,217 -6%
EH
1077
Equitable Holdings
New York
$3.53M +$787K +5,433 +36%
KIA
1078
KCM Investment Advisors
California
$3.53M +$121K +833 +4%
SF
1079
Symphony Financial
Texas
$3.53M +$694K +4,789 +30%
CCM
1080
Chickasaw Capital Management
Tennessee
$3.51M
HCA
1081
Harbour Capital Advisors
Virginia
$3.51M -$144K -994 -5%
GWM
1082
Geneos Wealth Management
Colorado
$3.51M +$568K +3,920 +24%
GPFA
1083
Game Plan Financial Advisors
Ohio
$3.51M -$112K -770 -4%
HAM
1084
Harmony Asset Management
Arizona
$3.48M +$44.3K +306 +2%
WP
1085
Westmount Partners
California
$3.47M +$79.1K +546 +3%
STA
1086
Summit Trail Advisors
New York
$3.47M +$731K +5,045 +33%
TC
1087
Truvestments Capital
Florida
$3.46M +$2.64M +18,224 +864%
CGL
1088
Clarius Group LLC
Washington
$3.45M -$73.7K -509 -2%
GI
1089
GAMCO Investors
Connecticut
$3.45M -$56.5K -390 -2%
AWP
1090
Abacus Wealth Partners
California
$3.44M +$34.5K +238 +1%
PIM
1091
Platinum Investment Management
Australia
$3.43M -$233K -1,611 -7%
APP
1092
Avantax Planning Partners
Iowa
$3.42M -$197K -1,362 -6%
CG
1093
Castellan Group
Kentucky
$3.42M -$266K -1,833 -8%
LAI
1094
Legal Advantage Investments
California
$3.42M -$31.3K -216 -1%
Connor, Clark & Lunn Investment Management (CC&L)
1095
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.41M -$32.8M -226,356 -92%
GVAG
1096
Great Valley Advisor Group
Delaware
$3.41M +$581K +4,013 +25%
MCM
1097
Maytus Capital Management
New York
$3.41M +$2.9M +20,000 New
AL
1098
Aspiriant LLC
California
$3.41M -$7.24K -50 -0.2%
LT
1099
Legacy Trust
Michigan
$3.4M +$91.7K +633 +3%
SFA
1100
Semmax Financial Advisors
North Carolina
$3.39M -$122K -843 -5%

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.