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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
CNBT
1326
Cornerstone National Bank & Trust
Illinois
$1.76M +$41.5K +334 +3%
NME
1327
Notis-McConarty Edward
$1.76M -$12.4K -100 -0.8%
PAM
1328
Paradigm Asset Management
New York
$1.76M +$348K +2,800 +29%
FFA
1329
First Foundation Advisors
California
$1.75M +$146K +1,176 +10%
FHWM
1330
Fox Hill Wealth Management
Massachusetts
$1.75M +$10.4K +84 +0.7%
EA
1331
Everpar Advisors
Oklahoma
$1.75M +$262K +2,106 +20%
DFG
1332
Delta Financial Group
New Jersey
$1.75M -$72.4K -583 -4%
AGWCA
1333
Annis Gardner Whiting Capital Advisors
Florida
$1.74M +$184K +1,484 +14%
BCM
1334
Boltwood Capital Management
California
$1.74M -$61.3K -494 -4%
WC
1335
Whitney & Co
New York
$1.74M -$32.3K -260 -2%
FFS
1336
Founders Financial Securities
Maryland
$1.73M +$61.1K +492 +4%
AC
1337
Arjuna Capital
North Carolina
$1.73M +$16K +129 +1%
MYIA
1338
Mount Yale Investment Advisors
Colorado
$1.73M -$6.82M -54,935 -82%
TWM
1339
Trueblood Wealth Management
Ohio
$1.73M +$12.5K +101 +0.8%
UWS
1340
Unique Wealth Strategies
Illinois
$1.73M
SAM
1341
Smartleaf Asset Management
Massachusetts
$1.72M +$491K +3,956 +48%
KCM
1342
Kathmere Capital Management
Pennsylvania
$1.71M +$154K +1,240 +11%
CWM
1343
Connecticut Wealth Management
Connecticut
$1.71M +$56.4K +454 +4%
BOS
1344
Bank of Stockton
California
$1.71M +$176K +1,420 +13%
CW
1345
CreativeOne Wealth
Kansas
$1.71M +$329K +2,653 +28%
GC
1346
Grimes & Company
Massachusetts
$1.7M -$69.4K -559 -4%
EIM
1347
Ervin Investment Management
Washington
$1.7M -$44.7K -360 -3%
VWA
1348
Visionary Wealth Advisors
Illinois
$1.7M +$125K +1,009 +9%
HA
1349
Heartland Advisors
Wisconsin
$1.69M -$33.2K -267 -2%
CA
1350
CoreCap Advisors
Michigan
$1.69M +$339K +2,731 +30%

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.