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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
AC
1251
AXQ Capital
New Jersey
$2.05M +$101K +816 +6%
QWP
1252
Quotient Wealth Partners
Texas
$2.04M -$1.31M -10,564 -42%
SLFPAM
1253
St. Louis Financial Planners Asset Management
Missouri
$2.04M -$16.4K -132 -0.9%
IWA
1254
Icon Wealth Advisors
Texas
$2.03M -$10.7K -86 -0.6%
GS
1255
GTS Securities
New York
$2.02M +$653K +5,259 +58%
MTIC
1256
Missouri Trust & Investment Company
Missouri
$2.02M +$125K +1,005 +8%
BFM
1257
Boston Financial Management
Massachusetts
$2.01M +$8.07K +65 +0.5%
HAG
1258
HF Advisory Group
Maryland
$2.01M +$314K +2,530 +22%
LJAC
1259
L.J. Altfest & Co
New York
$2M +$176K +1,421 +11%
PCG
1260
Prosperity Consulting Group
Maryland
$1.98M +$49.3K +397 +3%
IWS
1261
Insight Wealth Strategies
California
$1.98M +$55.9K +450 +3%
AG
1262
Ascent Group
Virginia
$1.98M -$217K -1,744 -11%
AC
1263
AlphaCore Capital
California
$1.97M +$230K +1,853 +15%
ACM
1264
Advance Capital Management
Michigan
$1.97M -$621 -5 -0%
BONST
1265
Bank of Nova Scotia Trust
Ontario, Canada
$1.96M -$4.72K -38 -0.3%
CWS
1266
Confluence Wealth Services
Pennsylvania
$1.96M +$819K +6,599 +91%
SIA
1267
SeaBridge Investment Advisors
New Jersey
$1.95M -$52K -419 -3%
ACM
1268
Allred Capital Management
Texas
$1.95M +$6.08K +49 +0.4%
UAS
1269
United Asset Strategies
New York
$1.94M +$59.7K +481 +4%
HCM
1270
Hall Capital Management
Rhode Island
$1.94M +$35.9K +289 +2%
FAM
1271
Formidable Asset Management
Ohio
$1.93M -$18.4K -148 -1%
HWP
1272
Highline Wealth Partners
California
$1.93M +$23K +185 +1%
PP
1273
PDS Planning
Ohio
$1.93M +$53.4K +430 +3%
FFM
1274
Forum Financial Management
Illinois
$1.93M -$3.23K -26 -0.2%
MW
1275
Marcum Wealth
Ohio
$1.92M +$72.8K +586 +5%

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.