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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
SP
1501
Symmetry Partners
Connecticut
$1.3M -$114K -917 -9%
JSW
1502
Journey Strategic Wealth
New Jersey
$1.3M -$4.47K -36 -0.4%
MW
1503
Members Wealth
Pennsylvania
$1.3M +$686K +5,525 New
RPC
1504
Rossmore Private Capital
Connecticut
$1.29M +$4.22K +34 +0.4%
CA
1505
Cambridge Advisors
Nebraska
$1.29M
FSA
1506
Financial Security Advisor
Virginia
$1.29M +$60.8K +490 +6%
TBNY
1507
Trustco Bank (New York)
New York
$1.29M -$112K -900 -9%
AOWM
1508
Alpha Omega Wealth Management
Virginia
$1.29M -$31K -250 -3%
H
1509
HoyleCohen
California
$1.29M +$194K +1,560 +21%
GIM
1510
Guild Investment Management
California
$1.28M +$1.13M +9,100 New
EM
1511
Excalibur Management
Massachusetts
$1.28M +$76.4K +615 +7%
SPL
1512
Smart Portfolios LLC
Washington
$1.28M +$53.4K +430 +5%
RT
1513
Rockland Trust
Massachusetts
$1.27M -$71.5K -576 -6%
GSB
1514
Greenfield Savings Bank
Massachusetts
$1.27M +$29.2K +235 +3%
NFP
1515
Narus Financial Partners
Utah
$1.27M +$4.35K +35 +0.4%
WC
1516
Waterloo Capital
Texas
$1.26M +$63.3K +510 +6%
EFSCE
1517
Enterprise Financial Services Corp (EFSC)
Missouri
$1.26M -$7.2K -58 -0.6%
EIA
1518
Edgemoor Investment Advisors
Maryland
$1.25M
DCM
1519
Dimension Capital Management
Florida
$1.25M +$1.1M +8,881 New
AT
1520
Arlington Trust
Alabama
$1.25M -$191K -1,535 -15%
LGA
1521
Lebenthal Global Advisors
New York
$1.25M +$1.1M +8,834 New
CWM
1522
Castle Wealth Management
Florida
$1.25M +$119K +957 +12%
VSQM
1523
V-Square Quantitative Management
Illinois
$1.24M -$894K -7,198 -45%
CST
1524
Charles Schwab Trust
Nevada
$1.24M +$1.37K +11 +0.1%
LCM
1525
LCM Capital Management
Illinois
$1.24M +$7.82K +63 +0.7%

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.