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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
NFG
1176
Nadler Financial Group
Illinois
$2.35M +$22.6K +182 +1%
CI
1177
Cigna Investments
Connecticut
$2.34M +$248 +2 +0%
VWM
1178
Vivid Wealth Management
Iowa
$2.33M +$1.45M +11,660 +242%
IFG
1179
Independent Financial Group
California
$2.32M +$207K +1,669 +11%
TSWM
1180
Triangle Securities Wealth Management
North Carolina
$2.32M -$95.2K -767 -4%
PRC
1181
Pearl River Capital
Michigan
$2.31M -$3.69M -29,734 -64%
FG
1182
Foster Group
Iowa
$2.31M +$23.1K +186 +1%
VCP
1183
Verus Capital Partners
Arizona
$2.31M +$5.84K +47 +0.3%
CWG
1184
Cornerstone Wealth Group
North Carolina
$2.3M +$162K +1,302 +9%
WBCM
1185
Wilson & Boucher Capital Management
California
$2.3M +$6.21K +50 +0.3%
SMC
1186
Smith, Moore & Co
Missouri
$2.3M +$318K +2,561 +19%
WAAG
1187
Wealth Alliance Advisory Group
Kansas
$2.29M +$803K +6,466 +66%
GCA
1188
Greenwood Capital Associates
South Carolina
$2.29M +$2.02M +16,245 New
SF
1189
Symphony Financial
Texas
$2.29M +$10.6K +85 +0.5%
CSPIA
1190
Cary Street Partners Investment Advisory
Virginia
$2.29M +$726K +5,848 +56%
AOI
1191
Auto-Owners Insurance
Michigan
$2.29M
KWA
1192
Kingswood Wealth Advisors
California
$2.28M +$495K +3,985 +33%
BFO
1193
Biltmore Family Office
North Carolina
$2.28M +$24.5K +197 +1%
AWA
1194
Arete Wealth Advisors
Illinois
$2.28M +$117K +940 +6%
AWA
1195
Aaron Wealth Advisors
Illinois
$2.28M -$3.35K -27 -0.2%
YDMI
1196
Y.D. More Investments
Israel
$2.27M +$1.46M +11,784 +273%
AWM
1197
Avitas Wealth Management
California
$2.27M +$2.36K +19 +0.1%
PAM
1198
Panagora Asset Management
Massachusetts
$2.27M -$911K -7,334 -31%
CAM
1199
Close Asset Management
United Kingdom
$2.26M -$37.3K -300 -2%
GVAG
1200
Great Valley Advisor Group
Delaware
$2.26M +$208K +1,678 +12%

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.