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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
VCM
1201
Viewpoint Capital Management
Washington
$2.82M
SMC
1202
Smith, Moore & Co
Missouri
$2.8M +$27.5K +190 +1%
VFA
1203
Voya Financial Advisors
Connecticut
$2.8M +$91K +628 +4%
CSPIA
1204
Cary Street Partners Investment Advisory
Virginia
$2.8M +$27.7K +191 +1%
CWG
1205
Cornerstone Wealth Group
North Carolina
$2.79M +$12.6K +87 +0.5%
VWM
1206
Venturi Wealth Management
Texas
$2.79M -$195K -1,347 -8%
SIP
1207
Stoneridge Investment Partners
Pennsylvania
$2.79M +$1.04M +7,157 +78%
CI
1208
Cigna Investments
Connecticut
$2.79M -$28.5K -197 -1%
MCC
1209
Malaga Cove Capital
California
$2.78M -$443K -3,056 -16%
AWM
1210
Avitas Wealth Management
California
$2.78M +$31.3K +216 +1%
VCP
1211
Verus Capital Partners
Arizona
$2.77M -$9.56K -66 -0.4%
FMTCOCP
1212
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.77M -$322K -2,222 -12%
GXJ
1213
Global X Japan
Japan
$2.76M +$226K +1,558 +11%
CW
1214
CreativeOne Wealth
Kansas
$2.76M +$599K +4,132 +34%
AOI
1215
Auto-Owners Insurance
Michigan
$2.76M
PP
1216
PDS Planning
Ohio
$2.74M +$353K +2,440 +18%
NAS
1217
Nicolet Advisory Services
Wisconsin
$2.74M -$135K -929 -5%
CAM
1218
Close Asset Management
United Kingdom
$2.73M +$2.46K +17 +0.1%
FCM
1219
Fairbanks Capital Management
California
$2.73M -$229K -1,581 -9%
EDRH
1220
Edmond de Rothschild Holding
Switzerland
$2.73M -$916K -6,325 -28%
MCM
1221
Mill Capital Management
North Carolina
$2.71M
BFO
1222
Biltmore Family Office
North Carolina
$2.71M -$42K -290 -2%
DMBA
1223
Deseret Mutual Benefit Administrators
Utah
$2.69M -$443K -3,061 -16%
TSWM
1224
Triangle Securities Wealth Management
North Carolina
$2.69M -$88.6K -612 -4%
FA
1225
Fiduciary Alliance
South Carolina
$2.69M +$2.29M +15,790 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.