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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
BHB
1176
Bank Hapoalim BM
Israel
$2.97M -$9.13K -63 -0.4%
IP
1177
Investment Partners
Ohio
$2.96M -$12.9K -89 -0.5%
WAAG
1178
Wealth Alliance Advisory Group
Kansas
$2.96M +$161K +1,113 +7%
AWA
1179
Aaron Wealth Advisors
Illinois
$2.94M +$168K +1,160 +7%
SAM
1180
Smartleaf Asset Management
Massachusetts
$2.94M +$749K +5,170 +42%
XF
1181
XML Financial
Maryland
$2.94M -$188K -1,295 -7%
WWS
1182
Wellington Wealth Strategies
Indiana
$2.94M +$2.53M +17,500 New
LA
1183
LM Advisors
California
$2.94M +$7.97K +55 +0.3%
TI
1184
TrueMark Investments
Illinois
$2.93M -$1.54M -10,615 -38%
P
1185
Pitcairn
Pennsylvania
$2.93M -$441K -3,043 -15%
VWM
1186
Vivid Wealth Management
Iowa
$2.92M +$98.1K +677 +4%
GM
1187
GeoWealth Management
Illinois
$2.91M +$329K +2,269 +15%
SACTSONJ
1188
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.9M
SAM
1189
Soviero Asset Management
New York
$2.9M +$2.46M +17,000 New
MCA
1190
Martin Capital Advisors
Texas
$2.89M +$20.7K +143 +0.8%
CCP
1191
Carmel Capital Partners
California
$2.89M -$43.6K -301 -2%
MC
1192
Martin & Co
Tennessee
$2.88M -$6.81K -47 -0.3%
BMA
1193
Brooks Moore & Associates
Tennessee
$2.87M +$14.5K +100 +0.6%
LOAME
1194
Lombard Odier Asset Management (Europe)
United Kingdom
$2.85M +$2.43M +16,752 New
CHP
1195
Cable Hill Partners
Oregon
$2.85M -$95.2K -657 -4%
AA
1196
Altman Advisors
Illinois
$2.84M -$10.9K -75 -0.4%
PCM
1197
Penserra Capital Management
California
$2.84M -$28.9M -199,558 -92%
NFG
1198
Nadler Financial Group
Illinois
$2.84M +$2.17K +15 +0.1%
YDMI
1199
Y.D. More Investments
Israel
$2.83M +$77.6K +536 +3%
AW
1200
Alaethes Wealth
Nevada
$2.82M +$191K +1,319 +9%

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.