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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
EFG
1401
Everhart Financial Group
Ohio
$1.53M +$184K +1,483 +16%
SWA
1402
Stratos Wealth Advisors
Ohio
$1.53M +$210K +1,695 +19%
FCP
1403
Fidelis Capital Partners
Florida
$1.53M +$150K +1,207 +11%
TIM
1404
Tevis Investment Management
Texas
$1.52M +$40K +322 +3%
SFI
1405
Susquehanna Fundamental Investments
Pennsylvania
$1.52M +$1.33M +10,740 New
FCA
1406
FinTrust Capital Advisors
South Carolina
$1.51M +$17.8K +143 +1%
GWM
1407
Gibbs Wealth Management
Georgia
$1.51M +$338K +2,720 +34%
CAL
1408
Capital Analysts LLC
Pennsylvania
$1.51M +$101K +816 +8%
CCMG
1409
Clark Capital Management Group
Pennsylvania
$1.5M -$114K -920 -8%
APG
1410
Abacus Planning Group
South Carolina
$1.5M +$195K +1,568 +17%
APW
1411
Austin Private Wealth
Texas
$1.5M +$26.5K +213 +2%
EL
1412
EMFO LLC
Florida
$1.5M -$53.3K -429 -4%
KMWM
1413
Keudell/Morrison Wealth Management
Oregon
$1.5M -$45.8K -369 -3%
V
1414
VeraBank
Texas
$1.49M -$758K -6,100 -37%
FMLI
1415
Fukoku Mutual Life Insurance
Japan
$1.49M +$497K +4,000 +61%
MIM
1416
Miller Investment Management
Pennsylvania
$1.49M
AWA
1417
Aletheian Wealth Advisors
Washington
$1.49M +$27.3K +220 +2%
WPC
1418
White Pine Capital
Minnesota
$1.49M +$9.94K +80 +0.8%
OA
1419
Operose Advisors
Wisconsin
$1.49M
SIAP
1420
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.49M
PWPS
1421
Pinnacle Wealth Planning Services
Ohio
$1.48M +$21.9K +176 +2%
PTP
1422
Platform Technology Partners
New York
$1.48M +$1.3M +10,494 New
Capstone Investment Advisors
1423
Capstone Investment Advisors
New York
$1.48M -$290K -2,332 -18%
PBO
1424
Peoples Bank (Ohio)
Ohio
$1.46M +$45.8K +369 +4%
TCPW
1425
Twin City Private Wealth
North Carolina
$1.46M +$39.7K +320 +3%

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.