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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
CWS
1401
Confluence Wealth Services
Pennsylvania
$1.94M -$363K -2,505 -18%
KJWM
1402
Kiley Juergens Wealth Management
Washington
$1.94M -$290 -2 -0%
OWA
1403
One Wealth Advisors
California
$1.93M -$174K -1,200 -10%
KMWM
1404
Keudell/Morrison Wealth Management
Oregon
$1.93M +$105K +726 +7%
GFS
1405
GYL Financial Synergies
Connecticut
$1.92M +$2.03K +14 +0.1%
SWA
1406
Stratos Wealth Advisors
Ohio
$1.92M +$57.4K +396 +4%
MLL
1407
Moody Lynn & Lieberson
Massachusetts
$1.91M +$31K +214 +2%
PWMG
1408
Prestige Wealth Management Group
New Jersey
$1.91M -$312K -2,152 -16%
OFG
1409
OmniStar Financial Group
North Carolina
$1.91M +$1.62M +11,196 New
GD
1410
Grandfield & Dodd
New York
$1.91M -$1.3K -9 -0.1%
TIM
1411
Tevis Investment Management
Texas
$1.91M +$61.4K +424 +4%
AB
1412
Atlas Brown
Kentucky
$1.9M -$8.26K -57 -0.5%
CWM
1413
Certus Wealth Management
California
$1.9M -$3.19K -22 -0.2%
QIM
1414
Quantitative Investment Management
Virginia
$1.89M -$4.01M -27,670 -71%
BFA
1415
Beaumont Financial Advisors
Massachusetts
$1.89M +$3.62K +25 +0.2%
BHCM
1416
Brevan Howard Capital Management
Jersey
$1.89M +$1.6M +11,074 New
BWM
1417
Boyd Wealth Management
California
$1.88M
LA
1418
Legacy Advisors
Pennsylvania
$1.88M +$195K +1,348 +14%
AWC
1419
Abundance Wealth Counselors
Pennsylvania
$1.88M -$286K -1,973 -15%
MWM
1420
Moran Wealth Management
Florida
$1.88M +$1.6M +11,047 New
PWAM
1421
Pinnacle West Asset Management
Wyoming
$1.88M -$14.5K -100 -0.9%
OWG
1422
Oxford Wealth Group
Florida
$1.88M -$860K -5,939 -35%
BWL
1423
Bogart Wealth LLC
Virginia
$1.87M -$10.1K -70 -0.6%
CCMG
1424
Clark Capital Management Group
Pennsylvania
$1.87M +$42.4K +293 +3%
WIC
1425
Woodmont Investment Counsel
Tennessee
$1.86M -$1.01K -7 -0.1%

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.