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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
CPBTD
1101
Central Pacific Bank - Trust Division
Hawaii
$3.36M +$1.13M +7,779 +65%
Empower Advisory Group
1102
Empower Advisory Group
Colorado
$3.35M -$180K -1,240 -6%
CNBTD
1103
Citizens National Bank Trust Department
Mississippi
$3.35M -$15.2K -105 -0.5%
ATPW
1104
Ashton Thomas Private Wealth
Arizona
$3.34M +$562K +3,881 +25%
CPIG
1105
Chicago Partners Investment Group
Illinois
$3.34M +$217K +1,500 +8%
UAS
1106
United Asset Strategies
New York
$3.32M +$831K +5,737 +42%
KWA
1107
Kingswood Wealth Advisors
California
$3.32M +$483K +3,335 +21%
FTC
1108
Farmers Trust Company
Ohio
$3.32M -$7.24K -50 -0.3%
SMH
1109
Sanders Morris Harris
Texas
$3.32M
LFA
1110
Legacy Financial Advisors
Kentucky
$3.32M +$72.9K +503 +3%
CWAG
1111
Compton Wealth Advisory Group
Virginia
$3.3M
NSAM
1112
North Star Asset Management
Wisconsin
$3.29M
ET
1113
Equitable Trust
Tennessee
$3.29M +$378K +2,610 +16%
MYLI
1114
Meiji Yasuda Life Insurance
Japan
$3.29M +$277K +1,915 +11%
CWM
1115
Cabot Wealth Management
Massachusetts
$3.28M
WTB
1116
Washington Trust Bank
Washington
$3.27M
LT
1117
Lindsell Train
United Kingdom
$3.27M
BAM
1118
Berkshire Asset Management
Pennsylvania
$3.27M
PFBT
1119
Parkside Financial Bank & Trust
Missouri
$3.27M -$200K -1,383 -7%
DA
1120
Dash Acquisitions
California
$3.25M +$2.38M +16,417 +704%
DAS
1121
Dynamic Advisor Solutions
Arizona
$3.24M -$165K -1,137 -6%
SWM
1122
Spire Wealth Management
Virginia
$3.24M -$185K -1,274 -6%
WC
1123
Wynn Capital
Georgia
$3.24M
HI
1124
Harbour Investments
Wisconsin
$3.23M +$546K +3,768 +25%
GQG Partners
1125
GQG Partners
Florida
$3.23M -$1.45K -10 -0.1%

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.