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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
BFM
1276
Boston Financial Management
Massachusetts
$2.44M +$7.24K +50 +0.4%
EWA
1277
EverSource Wealth Advisors
Alabama
$2.44M -$96.9K -669 -4%
HWA
1278
Heritage Wealth Advisors
Virginia
$2.43M +$591K +4,081 +40%
GP
1279
Geneva Partners
Wisconsin
$2.42M +$2.06M +14,207 New
ATWA
1280
Arbor Trust Wealth Advisors
Michigan
$2.42M
WA
1281
Wealth Alliance
New York
$2.42M +$232K +1,605 +13%
ACM
1282
Advance Capital Management
Michigan
$2.4M +$24.6K +170 +1%
IWS
1283
Insight Wealth Strategies
California
$2.39M +$869 +6 +0%
SJIM
1284
St. Johns Investment Management
Florida
$2.39M -$83.1K -574 -4%
LF
1285
Lantz Financial
Illinois
$2.39M +$188K +1,295 +10%
BONST
1286
Bank of Nova Scotia Trust
Ontario, Canada
$2.38M +$8.69K +60 +0.4%
ACM
1287
Allred Capital Management
Texas
$2.37M +$20.7K +143 +1%
SMA
1288
Sage Mountain Advisors
Georgia
$2.37M +$531K +3,665 +36%
MTIC
1289
Missouri Trust & Investment Company
Missouri
$2.36M -$63.7K -440 -3%
GLR
1290
Great Lakes Retirement
Ohio
$2.36M +$338K +2,334 +20%
LSA
1291
Leonteq Securities AG
Switzerland
$2.34M -$222K -1,535 -10%
JIC
1292
Joel Isaacson & Co
New York
$2.34M +$66.8K +461 +3%
HPM
1293
Hudson Portfolio Management
New York
$2.34M +$1.99M +13,713 New
PCS
1294
Personal CFO Solutions
New Jersey
$2.33M +$1.16M +7,990 +140%
HWP
1295
Highline Wealth Partners
California
$2.33M -$290 -2 -0%
TPI
1296
Trust Point Inc
Wisconsin
$2.32M +$9.56K +66 +0.5%
MWM
1297
Marion Wealth Management
Pennsylvania
$2.32M +$65.6K +453 +3%
BIG
1298
Brooklyn Investment Group
New York
$2.32M +$76.8K +530 +4%
GC
1299
GFG Capital
Florida
$2.32M +$263K +1,816 +9%
FAM
1300
Formidable Asset Management
Ohio
$2.3M -$27.1K -187 -1%

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.