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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
BTWM
1226
Baker Tilly Wealth Management
Wisconsin
$2.16M -$1.9M -15,286 -50%
LSA
1227
Leonteq Securities AG
Switzerland
$2.16M +$498K +4,013 +36%
AW
1228
Alaethes Wealth
Nevada
$2.15M +$47.8K +385 +3%
HI
1229
Harbour Investments
Wisconsin
$2.14M +$73.8K +594 +4%
HWMO
1230
Heritage Wealth Management (Ohio)
Ohio
$2.14M +$1.84M +14,780 New
PFMU
1231
Privium Fund Management (UK)
United Kingdom
$2.14M +$1.85M +14,904 New
WP
1232
WMS Partners
Maryland
$2.13M -$12.8K -103 -0.7%
DW30
1233
Drucker Wealth 3.0
New Jersey
$2.13M +$1.87M +15,077 New
RC
1234
Roundview Capital
New Jersey
$2.13M +$89.7K +722 +5%
AFG
1235
Atomi Financial Group
New York
$2.12M +$273K +2,195 +17%
CG
1236
Corundum Group
Colorado
$2.1M +$751K +6,050 +68%
GFPC
1237
Global Financial Private Client
Florida
$2.1M -$1.12K -9 -0.1%
WIM
1238
Westside Investment Management
California
$2.1M +$2.48K +20 +0.1%
OC
1239
Oakworth Capital
Alabama
$2.1M
GM
1240
GeoWealth Management
Illinois
$2.09M +$179K +1,441 +11%
EWA
1241
EverSource Wealth Advisors
Alabama
$2.09M +$315K +2,540 +20%
AIA
1242
AIMZ Investment Advisors
California
$2.09M -$130K -1,046 -7%
BFO
1243
Boston Family Office
Massachusetts
$2.08M -$467K -3,761 -20%
KCFA
1244
Key Client Fiduciary Advisors
New Jersey
$2.08M +$1.83M +14,750 New
WKWM
1245
Walter & Keenan Wealth Management
Indiana
$2.08M +$8.32K +67 +0.5%
GXJ
1246
Global X Japan
Japan
$2.07M +$1.82M +14,665 New
RBFC
1247
Roman Butler Fullerton & Co
Missouri
$2.07M +$3.1K +25 +0.2%
SJIM
1248
St. Johns Investment Management
Florida
$2.06M -$39.9K -321 -2%
BFC
1249
Bedel Financial Consulting
Indiana
$2.06M +$14.9K +120 +0.8%
FPWM
1250
FSB Premier Wealth Management
Iowa
$2.05M +$534K +4,297 +42%

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.