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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
MPI
1326
Mairs & Power Inc
Minnesota
$2.17M -$51.4K -355 -3%
BW
1327
Bison Wealth
Georgia
$2.17M +$17.5K +121 +1%
PFSC
1328
Peoples Financial Services Corp
Pennsylvania
$2.17M -$44.3K -306 -2%
CCG
1329
Catalina Capital Group
California
$2.16M +$347K +2,397 +23%
AWE
1330
Avidian Wealth Enterprises
Texas
$2.16M -$40.1K -277 -2%
TWM
1331
Trueblood Wealth Management
Ohio
$2.16M +$64.2K +443 +4%
TCCM
1332
Timber Creek Capital Management
Massachusetts
$2.16M
BOS
1333
Bank of Stockton
California
$2.16M +$78.4K +541 +4%
PGWM
1334
Parisi Gray Wealth Management
New Jersey
$2.16M
WA
1335
WBH Advisory
Maryland
$2.15M -$10.3K -71 -0.6%
CCA
1336
Cobblestone Capital Advisors
New York
$2.15M -$17.4K -120 -0.9%
GIM
1337
Gold Investment Management
Alberta, Canada
$2.14M -$92.7K -640 -5%
AAM
1338
Auxier Asset Management
Oregon
$2.14M
JFGIW
1339
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.13M +$137K +948 +8%
QWP
1340
Quotient Wealth Partners
Texas
$2.13M -$279K -1,927 -13%
KCM
1341
Kathmere Capital Management
Pennsylvania
$2.13M +$50.3K +347 +3%
FIB
1342
First Interstate Bank
Montana
$2.12M -$16.7K -115 -0.9%
PAM
1343
Paradigm Asset Management
New York
$2.12M
BCCM
1344
Bridge Creek Capital Management
Massachusetts
$2.12M -$90.1K -622 -5%
PWM
1345
PBMares Wealth Management
Virginia
$2.12M -$36.6K -253 -2%
VAG
1346
VisionPoint Advisory Group
Texas
$2.12M +$85.9K +593 +5%
TF
1347
Trek Financial
Arizona
$2.11M -$5.52M -38,122 -75%
TFS
1348
Thoroughbred Financial Services
Tennessee
$2.11M -$98.9K -683 -5%
FG
1349
Foster Group
Iowa
$2.11M -$575K -3,968 -24%
DFG
1350
Delta Financial Group
New Jersey
$2.11M +$579 +4 +0%

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.