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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
WP
1376
WMS Partners
Maryland
$2M -$487K -3,362 -22%
SW
1377
Simplicity Wealth
New Jersey
$2M -$5.38M -37,121 -76%
CBT
1378
Central Bank & Trust
Kentucky
$2M +$29K +200 +2%
EFMC
1379
Empire Financial Management Company
New York
$2M +$45.6K +315 +3%
PHIC
1380
Pine Haven Investment Counsel
Massachusetts
$1.99M
EA
1381
Everpar Advisors
Oklahoma
$1.99M -$101K -696 -6%
SIG
1382
Sargent Investment Group
Maryland
$1.99M -$141K -970 -8%
GI
1383
GLOBALT Investments
Georgia
$1.99M +$1.69M +11,680 New
EIM
1384
Ervin Investment Management
Washington
$1.99M -$52.1K -360 -3%
MFC
1385
Mechanics Financial Corp
Ohio
$1.98M +$20.3K +140 +1%
HA
1386
Heartland Advisors
Wisconsin
$1.97M -$59.4K -410 -3%
VWA
1387
Visionary Wealth Advisors
Illinois
$1.97M -$62.6K -432 -4%
PC
1388
Pecaut & Co
Iowa
$1.97M +$1.45K +10 +0.1%
FMLI
1389
Fukoku Mutual Life Insurance
Japan
$1.97M +$145K +1,000 +9%
WG
1390
Winton Group
United Kingdom
$1.96M +$173K +1,196 +12%
RGI
1391
River Global Investors
United Kingdom
$1.96M +$60K +414 +4%
PCMH
1392
Polymer Capital Management (HK)
Hong Kong
$1.96M +$1.17M +8,100 +238%
KA
1393
Klingman & Associates
New York
$1.96M +$4.2K +29 +0.3%
PCM
1394
Prelude Capital Management
New York
$1.95M +$1.66M +11,470 New
BCM
1395
Boltwood Capital Management
California
$1.95M -$125K -861 -7%
UBG
1396
United Bank (Georgia)
Georgia
$1.95M +$75.2K +519 +5%
CI
1397
Conning Inc
Connecticut
$1.95M -$13.5K -93 -0.8%
CFMC
1398
Curbstone Financial Management Corp
New Hampshire
$1.94M -$26.1K -180 -2%
CAG
1399
Csenge Advisory Group
Florida
$1.94M +$105K +723 +7%
WAM
1400
Weatherly Asset Management
California
$1.94M +$176K +1,213 +12%

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.