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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
MIA
1376
MainStreet Investment Advisors
Illinois
$1.6M +$1.17M +9,408 +493%
AA
1377
Auxano Advisors
Washington
$1.6M +$39.6K +319 +3%
GFS
1378
GYL Financial Synergies
Connecticut
$1.59M -$10.8K -87 -0.8%
BW
1379
Bison Wealth
Georgia
$1.58M
GD
1380
Grandfield & Dodd
New York
$1.58M
AB
1381
Atlas Brown
Kentucky
$1.58M -$4.59K -37 -0.3%
CWM
1382
Certus Wealth Management
California
$1.58M
MCCP
1383
Mission Creek Capital Partners
California
$1.57M +$844K +6,795 +156%
CCMT
1384
CMT Capital Markets Trading
Germany
$1.57M -$673K -5,422 -33%
PWAM
1385
Pinnacle West Asset Management
Wyoming
$1.57M
IAS
1386
Insigneo Advisory Services
Florida
$1.57M +$19.7K +159 +1%
TF
1387
Tompkins Financial
New York
$1.57M -$51.8K -417 -4%
RGI
1388
River Global Investors
United Kingdom
$1.57M -$18K -145 -1%
BFA
1389
Beaumont Financial Advisors
Massachusetts
$1.56M -$9.81K -79 -0.7%
BWL
1390
Bogart Wealth LLC
Virginia
$1.56M +$20.4K +164 +2%
KCM
1391
KRS Capital Management
Michigan
$1.56M +$51.7K +416 +4%
BWM
1392
Boyd Wealth Management
California
$1.56M
RGC
1393
Roberts, Glore & Co
Illinois
$1.56M -$55.9K -450 -4%
MLL
1394
Moody Lynn & Lieberson
Massachusetts
$1.56M -$4.36M -35,098 -76%
KFSC
1395
Keystone Financial Services (Colorado)
Colorado
$1.55M +$117K +943 +9%
C
1396
Certuity
Florida
$1.55M +$96.7K +779 +8%
WIC
1397
Woodmont Investment Counsel
Tennessee
$1.55M +$77.9K +627 +6%
PWMAG
1398
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M +$6.58K +53 +0.5%
UBG
1399
United Bank (Georgia)
Georgia
$1.54M +$72.5K +584 +6%
SAM
1400
Secure Asset Management
Michigan
$1.53M +$1.35M +10,868 New

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.