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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
ATI
1526
Act Two Investors
California
$1.24M +$313K +2,520 +40%
DCM
1527
Davis Capital Management
Florida
$1.23M -$2.98K -24 -0.3%
RIM
1528
Rockbridge Investment Management
New York
$1.23M -$37.3K -300 -3%
APA
1529
Astoria Portfolio Advisors
New York
$1.23M +$124 +1 +0%
FA
1530
Faithward Advisors
Pennsylvania
$1.22M +$5.71K +46 +0.5%
LWANC
1531
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.22M
DSC
1532
Duncker Streett & Co
Missouri
$1.21M +$1.86K +15 +0.2%
AWAU
1533
Alliance Wealth Advisors (Utah)
Utah
$1.21M +$46.3K +373 +5%
BAM
1534
Blueshift Asset Management
New Jersey
$1.21M +$299K +2,408 +39%
ATC
1535
Adirondack Trust Company
New York
$1.21M -$8.69K -70 -0.8%
MCM
1536
Mengis Capital Management
Oregon
$1.21M -$621 -5 -0.1%
MAWA
1537
Moss Adams Wealth Advisors
Washington
$1.21M +$97.7K +787 +10%
BIA
1538
Bigelow Investment Advisors
Maine
$1.21M -$4.97K -40 -0.5%
SIA
1539
Strategic Investment Advisors
Michigan
$1.2M -$82.2K -662 -7%
LD
1540
Lipe & Dalton
New York
$1.19M -$79.5K -640 -7%
IC
1541
Inscription Capital
Texas
$1.19M +$124 +1 +0%
PG
1542
Proffitt & Goodson
Tennessee
$1.19M +$869 +7 +0.1%
OTPPB
1543
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.19M -$674K -5,428 -39%
OPCM
1544
Osborne Partners Capital Management
California
$1.19M -$17.5K -141 -2%
TCB
1545
Texas Capital Bancshares
Texas
$1.19M -$4.22K -34 -0.4%
1WA
1546
180 Wealth Advisors
Washington
$1.19M +$51.2K +412 +5%
RCA
1547
Roberts Capital Advisors
Colorado
$1.18M
GTAM
1548
Global Trust Asset Management
Florida
$1.18M -$24.8K -200 -2%
HCM
1549
Howland Capital Management
Massachusetts
$1.18M +$12.4K +100 +1%
CIM
1550
CIM Investment Management
Pennsylvania
$1.17M -$8.07K -65 -0.8%

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.