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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
GS
1351
GTS Securities
New York
$2.11M -$284K -1,963 -14%
KP
1352
Keel Point
Alabama
$2.11M -$2.03K -14 -0.1%
CIM
1353
Chiron Investment Management
New York
$2.1M +$1.79M +12,353 New
DBIA
1354
Dumont & Blake Investment Advisors
New Jersey
$2.1M -$1.81M -12,465 -50%
NB
1355
Nicolet Bankshares
Wisconsin
$2.1M -$66K -456 -4%
WC
1356
Waterloo Capital
Texas
$2.09M +$487K +3,360 +38%
CA
1357
CoreCap Advisors
Michigan
$2.09M +$43.9K +303 +3%
FFA
1358
First Foundation Advisors
California
$2.08M -$30.4K -210 -2%
EFG
1359
Everhart Financial Group
Ohio
$2.08M +$193K +1,330 +12%
WC
1360
Whitney & Co
New York
$2.07M -$21.6K -149 -1%
AWCI
1361
Alpine Woods Capital Investors
New York
$2.06M +$1.18M +8,180 +299%
AA
1362
Auxano Advisors
Washington
$2.06M +$114K +789 +7%
AC
1363
Arjuna Capital
North Carolina
$2.06M -$24.8K -171 -1%
WWM
1364
Western Wealth Management
Colorado
$2.06M +$738K +5,092 +73%
CNBT
1365
Cornerstone National Bank & Trust
Illinois
$2.06M -$59.7K -412 -3%
ACM
1366
Alta Capital Management
Utah
$2.05M +$1.74M +12,029 New
FFS
1367
Founders Financial Securities
Maryland
$2.05M -$34.9K -241 -2%
LIP
1368
Lighthouse Investment Partners
Florida
$2.04M +$1.74M +12,000 New
FHA
1369
Flagship Harbor Advisors
Massachusetts
$2.04M +$30.3K +209 +2%
GC
1370
Grimes & Company
Massachusetts
$2.04M -$16.8K -116 -1%
KA
1371
Kovack Advisors
Florida
$2.03M +$278K +1,919 +19%
MCCP
1372
Mission Creek Capital Partners
California
$2.02M +$105K +727 +7%
CWM
1373
Connecticut Wealth Management
Connecticut
$2.02M -$40K -276 -2%
KFSC
1374
Keystone Financial Services (Colorado)
Colorado
$2.01M +$114K +790 +7%
PFA
1375
Pure Financial Advisors
California
$2M +$22.3K +154 +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.