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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
NG
1551
Norden Group
Utah
$1.17M -$90.2K -726 -8%
SS
1552
Sunbelt Securities
Texas
$1.17M +$67.3K +542 +7%
FTIS
1553
First Trust Investment Solutions
Florida
$1.17M -$9.74M -78,465 -90%
RIM
1554
RW Investment Management
Idaho
$1.17M -$9.94K -80 -1%
KC
1555
Knuff & Co
California
$1.17M
AIM
1556
AMI Investment Management
Indiana
$1.16M -$47.3K -381 -4%
MCM
1557
Morton Capital Management
California
$1.16M
BW
1558
BIP Wealth
Georgia
$1.16M -$35.4K -285 -3%
AR
1559
Advisory Research
Illinois
$1.16M +$123K +994 +14%
RCG
1560
Regatta Capital Group
California
$1.15M -$21.5K -173 -2%
DA
1561
Dover Advisors
Virginia
$1.15M -$31K -250 -3%
JC
1562
Jacobs & Co
California
$1.15M -$149K -1,203 -13%
ABC
1563
Associated Banc-Corp
Wisconsin
$1.15M -$54.8K -441 -5%
FCFC
1564
First Commonwealth Financial Corp
Pennsylvania
$1.14M -$18.6K -150 -2%
ECM
1565
Element Capital Management
New York
$1.14M +$118K +949 +13%
MWM
1566
Meritas Wealth Management
California
$1.14M
ESB
1567
Essex Savings Bank
Connecticut
$1.13M +$21.6K +174 +2%
MBT
1568
Montecito Bank & Trust
California
$1.13M -$18.4K -148 -2%
CI
1569
Clal Insurance
Israel
$1.13M
CPC
1570
Consolidated Planning Corp
Georgia
$1.13M +$130K +1,050 +15%
VCWA
1571
Vanguard Capital Wealth Advisors
Colorado
$1.12M +$8.44K +68 +0.9%
EAM
1572
Empirical Asset Management
Massachusetts
$1.11M +$1.44M +11,588 +308%
WA
1573
WealthTrust Axiom
Pennsylvania
$1.11M -$2.48K -20 -0.3%
ZIG
1574
Zuckerman Investment Group
Illinois
$1.11M
BHBT
1575
Burke & Herbert Bank & Trust
Virginia
$1.11M +$426K +3,433 +77%

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.