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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
Holocene Advisors
1226
Holocene Advisors
New York
$2.69M -$132M -914,182 -98%
OC
1227
Oakworth Capital
Alabama
$2.68M +$130K +899 +6%
OIA
1228
Optimum Investment Advisors
Illinois
$2.68M -$5.07K -35 -0.2%
PP
1229
Paloma Partners
Connecticut
$2.68M +$1.26M +8,670 +123%
CBTWT
1230
Community Bank & Trust (Waco, Texas)
Texas
$2.67M -$34K -235 -1%
CWM
1231
Chesapeake Wealth Management
Virginia
$2.67M -$14.3K -99 -0.6%
WBCM
1232
Wilson & Boucher Capital Management
California
$2.67M -$92K -635 -4%
DW30
1233
Drucker Wealth 3.0
New Jersey
$2.67M +$82.7K +571 +4%
CP
1234
Capital Planning
Washington
$2.67M +$6.37K +44 +0.3%
MYIA
1235
Mount Yale Investment Advisors
Colorado
$2.66M +$489K +3,376 +28%
CCP
1236
Cunning Capital Partners
North Carolina
$2.66M
BFC
1237
Bedel Financial Consulting
Indiana
$2.66M +$146K +1,006 +7%
PIM
1238
Penobscot Investment Management
Massachusetts
$2.65M
CCWM
1239
Cassaday & Co Wealth Management
Virginia
$2.65M -$10.7K -74 -0.5%
RA
1240
Rational Advisors
New York
$2.64M +$2.25M +15,500 New
VWM
1241
VCI Wealth Management
Missouri
$2.64M +$2.24M +15,482 New
PK
1242
Pflug Koory
Nebraska
$2.63M +$2.24M +15,461 New
AC
1243
AlphaCore Capital
California
$2.63M +$210K +1,449 +10%
TNB
1244
Thomasville National Bank
Georgia
$2.61M -$223K -1,537 -9%
RC
1245
Roundview Capital
New Jersey
$2.61M +$34.9K +241 +2%
CPC
1246
Congress Park Capital
New York
$2.6M -$66.6K -460 -3%
CIA
1247
Cascade Investment Advisors
Oregon
$2.6M -$64.5K -445 -3%
GL
1248
Graypoint LLC
New York
$2.6M +$317K +2,190 +17%
MAM
1249
Morse Asset Management
Connecticut
$2.59M +$2.2M +15,200 New
BCMO
1250
Buckingham Capital Management (Ohio)
Ohio
$2.59M +$267K +1,843 +14%

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.