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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
QI
1201
Qtron Investments
Massachusetts
$2.25M
CBTWT
1202
Community Bank & Trust (Waco, Texas)
Texas
$2.25M +$242K +1,945 +14%
SW
1203
SteelPeak Wealth
California
$2.25M -$98.8K -796 -5%
MCM
1204
Mill Capital Management
North Carolina
$2.24M
IWM
1205
IHT Wealth Management
Illinois
$2.24M +$406K +3,267 +26%
VFA
1206
Voya Financial Advisors
Connecticut
$2.24M +$130K +1,048 +7%
OIA
1207
Optimum Investment Advisors
Illinois
$2.23M -$83.6K -673 -4%
CWM
1208
Chesapeake Wealth Management
Virginia
$2.23M -$75.1K -605 -4%
ATPW
1209
Ashton Thomas Private Wealth
Arizona
$2.22M -$32.9K -265 -2%
HFM
1210
Harvest Fund Management
China
$2.22M +$470K +3,785 +32%
CPC
1211
Congress Park Capital
New York
$2.22M -$51.2K -412 -3%
MCP
1212
Maso Capital Partners
Hong Kong
$2.22M
CIA
1213
Cascade Investment Advisors
Oregon
$2.22M
FFO
1214
Fiduciary Family Office
Florida
$2.21M -$116K -931 -6%
CCWM
1215
Cassaday & Co Wealth Management
Virginia
$2.21M +$121K +977 +7%
CCP
1216
Cunning Capital Partners
North Carolina
$2.21M
SWM
1217
SeaCrest Wealth Management
New York
$2.2M +$63.8K +514 +3%
CP
1218
Capital Planning
Washington
$2.2M
PIM
1219
Penobscot Investment Management
Massachusetts
$2.2M +$568K +4,575 +42%
CCG
1220
Ceeto Capital Group
Florida
$2.19M -$49.7K -400 -3%
MMA
1221
Miracle Mile Advisors
California
$2.18M +$134K +1,076 +7%
JCM
1222
Jacobi Capital Management
Pennsylvania
$2.18M +$153K +1,230 +9%
MPWT
1223
MassMutual Private Wealth & Trust
Connecticut
$2.17M +$311K +2,508 +20%
EH
1224
Equitable Holdings
New York
$2.16M +$97.4K +784 +5%
STA
1225
Summit Trail Advisors
New York
$2.16M +$441K +3,554 +30%

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.