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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
CPBTD
1351
Central Pacific Bank - Trust Division
Hawaii
$1.68M +$1.48M +11,899 +34,997%
VAG
1352
VisionPoint Advisory Group
Texas
$1.67M +$1.25M +10,091 +581%
GSEP
1353
Golden State Equity Partners
California
$1.66M +$1.46M +11,779 New
CFGS
1354
Concourse Financial Group Securities
Alabama
$1.66M -$71.2K -573 -5%
KP
1355
Keel Point
Alabama
$1.66M +$480K +3,862 +45%
FHA
1356
Flagship Harbor Advisors
Massachusetts
$1.66M +$21.4K +172 +1%
OWA
1357
One Wealth Advisors
California
$1.65M -$137K -1,104 -8%
PHIC
1358
Pine Haven Investment Counsel
Massachusetts
$1.65M
LSPW
1359
Lake Street Private Wealth
Illinois
$1.65M +$271K +2,182 +23%
RVPG
1360
Relative Value Partners Group
$1.65M +$1.45M +11,661 New
BIG
1361
Brooklyn Investment Group
New York
$1.64M
PFA
1362
Pure Financial Advisors
California
$1.64M +$38K +306 +3%
CFMC
1363
Curbstone Financial Management Corp
New Hampshire
$1.64M -$8.44K -68 -0.6%
VF
1364
Vest Financial
Virginia
$1.63M +$176K +1,421 +14%
JFGIW
1365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63M +$658K +5,298 +85%
PC
1366
Pecaut & Co
Iowa
$1.63M
CBT
1367
Central Bank & Trust
Kentucky
$1.63M -$30.3K -244 -2%
CI
1368
Conning Inc
Connecticut
$1.63M +$39.2K +316 +3%
MFC
1369
Mechanics Financial Corp
Ohio
$1.62M +$99.1K +798 +7%
GLR
1370
Great Lakes Retirement
Ohio
$1.62M +$1.43M +11,494 New
KA
1371
Klingman & Associates
New York
$1.62M +$32.8K +264 +2%
SAG
1372
SageView Advisory Group
California
$1.62M +$1.42M +11,446 New
EFMC
1373
Empire Financial Management Company
New York
$1.61M -$16.3K -131 -1%
CPWA
1374
Cerro Pacific Wealth Advisors
California
$1.61M +$1.41M +11,391 New
KJWM
1375
Kiley Juergens Wealth Management
Washington
$1.6M +$19.1K +154 +1%

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.