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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
A
1151
AustralianSuper
Australia
$3.12M -$2.62M -18,112 -50%
Walleye Capital
1152
Walleye Capital
New York
$3.12M -$25.3M -174,647 -91%
BTWM
1153
Baker Tilly Wealth Management
Wisconsin
$3.11M +$429K +2,959 +19%
TBWA
1154
Three Bridge Wealth Advisors
California
$3.1M -$35.5K -245 -1%
LC
1155
Lindbrook Capital
California
$3.1M +$111K +767 +4%
LMKC
1156
L.M. Kohn & Company
Ohio
$3.08M +$77.1K +532 +3%
FA
1157
Fagan Associates
New York
$3.08M +$165K +1,140 +7%
LFAS
1158
Level Four Advisory Services
Texas
$3.08M -$141K -971 -5%
AA
1159
Axiom Advisory
California
$3.07M +$47.9K +331 +2%
GWM
1160
GSB Wealth Management
Connecticut
$3.07M -$5.36K -37 -0.2%
TAM
1161
Trust Asset Management
Texas
$3.05M
FPWM
1162
FSB Premier Wealth Management
Iowa
$3.05M +$483K +3,337 +23%
JAG
1163
Journey Advisory Group
Kentucky
$3.04M
RAM
1164
Revere Asset Management
Texas
$3.04M +$2.58M +17,831 New
ACIM
1165
Azimuth Capital Investment Management
Michigan
$3.03M -$292K -2,015 -10%
CIP
1166
Convergence Investment Partners
Florida
$3.02M +$2.07M +14,316 +420%
AGA
1167
Accuvest Global Advisors
Utah
$3.01M +$2.56M +17,666 New
MMA
1168
Miracle Mile Advisors
California
$3.01M +$320K +2,212 +14%
ERIC
1169
Eagle Rock Investment Company
Georgia
$3M +$9.27K +64 +0.4%
PFGIA
1170
Patriot Financial Group Insurance Agency
Massachusetts
$2.99M -$19.8K -137 -0.8%
WT
1171
Washington Trust
Rhode Island
$2.99M -$13.2K -91 -0.5%
Hotchkis & Wiley Capital Management
1172
Hotchkis & Wiley Capital Management
California
$2.98M -$151M -1,042,073 -98%
CNC
1173
Citizens & Northern Corp
Pennsylvania
$2.98M +$70.5K +487 +3%
SP
1174
SWS Partners
Ohio
$2.98M -$196K -1,354 -7%
IIL
1175
Insight Inv LLC
California
$2.98M -$83.3K -575 -3%

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.