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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
WKWM
1251
Walter & Keenan Wealth Management
Indiana
$2.58M +$57.5K +397 +3%
SWM
1252
SeaCrest Wealth Management
New York
$2.58M -$71.7K -495 -3%
ABWM
1253
Alpine Bank Wealth Management
Colorado
$2.56M +$2.18M +15,042 New
KCFA
1254
Key Client Fiduciary Advisors
New Jersey
$2.56M +$40.7K +281 +2%
SW
1255
SteelPeak Wealth
California
$2.55M -$137K -944 -6%
RBFC
1256
Roman Butler Fullerton & Co
Missouri
$2.55M +$9.85K +68 +0.5%
FFO
1257
Fiduciary Family Office
Florida
$2.55M -$106K -731 -5%
AIC
1258
Argus Investors Counsel
New York
$2.54M +$307K +2,117 +17%
CI
1259
CX Institutional
Indiana
$2.53M -$3.29M -22,722 -61%
SLFPAM
1260
St. Louis Financial Planners Asset Management
Missouri
$2.51M +$67.4K +465 +3%
HAG
1261
HF Advisory Group
Maryland
$2.51M +$69.8K +482 +3%
FHWM
1262
Fox Hill Wealth Management
Massachusetts
$2.51M +$333K +2,299 +19%
HWMO
1263
Heritage Wealth Management (Ohio)
Ohio
$2.5M -$16.7K -115 -0.8%
WIM
1264
Westside Investment Management
California
$2.5M +$12.5K +86 +0.6%
FMC
1265
First Merchants Corp
Indiana
$2.5M +$229K +1,580 +12%
IAS
1266
Insigneo Advisory Services
Florida
$2.5M +$340K +2,346 +19%
UWS
1267
Unique Wealth Strategies
Illinois
$2.49M +$121K +835 +6%
AFG
1268
Atomi Financial Group
New York
$2.48M -$59.8K -413 -3%
NL
1269
NWAM LLC
Washington
$2.48M +$2.11M +14,544 New
BFO
1270
Boston Family Office
Massachusetts
$2.47M -$36.2K -250 -2%
FIA
1271
FNY Investment Advisers
New York
$2.47M +$1.6M +11,052 +323%
AIA
1272
AIMZ Investment Advisors
California
$2.45M -$54.2K -374 -3%
HZ
1273
Hixon Zuercher
Ohio
$2.45M -$1.31M -9,074 -39%
NBT
1274
Northwest Bank & Trust
Iowa
$2.45M -$927K -6,397 -31%
AG
1275
Ascent Group
Virginia
$2.44M +$42.1K +291 +2%

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.