We are live on ! Find out more
ORCL icon

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
HIA
1126
Harbor Investment Advisory
Maryland
$3.23M -$179K -1,238 -6%
RMDI
1127
R.M. Davis Inc
Maine
$3.22M -$98.1K -677 -3%
JWM
1128
JGP Wealth Management
Oregon
$3.21M +$72.7K +502 +3%
HSA
1129
HBK Sorce Advisory
Pennsylvania
$3.21M -$13.6K -94 -0.5%
SSI
1130
Scott & Selber Inc
Texas
$3.21M -$8.98K -62 -0.3%
FMB
1131
Field & Main Bank
Kentucky
$3.21M +$21.7K +150 +0.8%
CWM
1132
Centric Wealth Management
Illinois
$3.2M -$20.1K -139 -0.8%
AIP
1133
Ameritas Investment Partners
Nebraska
$3.2M -$127K -879 -4%
NAG
1134
Northstar Advisory Group
New Jersey
$3.19M +$188K +1,295 +7%
LI
1135
Louisbourg Investments
New Brunswick, Canada
$3.19M -$292K -2,015 -9%
BCA
1136
Bay Colony Advisors
Massachusetts
$3.19M +$21.4K +148 +0.8%
LJAC
1137
L.J. Altfest & Co
New York
$3.19M +$657K +4,533 +32%
BHC
1138
Bowen Hanes & Co
Florida
$3.19M +$7.24K +50 +0.3%
LTAS
1139
Linden Thomas Advisory Services
North Carolina
$3.17M -$6.23K -43 -0.2%
RA
1140
RFG Advisory
Alabama
$3.16M +$797K +5,501 +42%
LAM
1141
L2 Asset Management
Massachusetts
$3.16M -$394K -2,723 -13%
MPWT
1142
MassMutual Private Wealth & Trust
Connecticut
$3.15M +$459K +3,167 +21%
CAM
1143
Covenant Asset Management
New Jersey
$3.15M -$72.4K -500 -3%
IFWM
1144
Institute for Wealth Management
Colorado
$3.15M -$192K -1,324 -7%
HVIA
1145
Hudson Valley Investment Advisors
New York
$3.15M -$1.15M -7,959 -30%
TA
1146
Tectonic Advisors
Texas
$3.15M +$2.68M +18,486 New
RFN
1147
RDA Financial Network
Iowa
$3.14M +$195K +1,347 +8%
SC
1148
Sapient Capital
Indiana
$3.13M +$803K +5,542 +43%
PSP
1149
Pacific Sage Partners
Washington
$3.13M +$86.3K +596 +3%
Simplex Trading
1150
Simplex Trading
Illinois
$3.13M +$2.66M +18,353 New

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.