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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
CAM
1601
Columbia Asset Management
Michigan
$1.07M +$4.47K +36 +0.5%
MFA
1602
Mayflower Financial Advisors
Massachusetts
$1.07M +$19.5K +157 +2%
IPAM
1603
Investment Partners Asset Management
New Jersey
$1.07M -$127K -1,024 -12%
CB
1604
Cadence Bank
Mississippi
$1.07M +$869 +7 +0.1%
WA
1605
Waddell & Associates
Tennessee
$1.06M +$31.9K +257 +4%
DWM
1606
Dogwood Wealth Management
Kansas
$1.06M +$82.1K +661 +10%
MFS
1607
Monetta Financial Services
Illinois
$1.06M +$931K +7,500 New
RWPA
1608
Richard W. Paul & Associates
Michigan
$1.06M +$7.2K +58 +0.8%
LC
1609
Landaas & Company
Wisconsin
$1.05M
TW
1610
TrinityPoint Wealth
Connecticut
$1.05M +$56.3K +453 +6%
SA
1611
SRN Advisors
Pennsylvania
$1.05M -$585K -4,710 -39%
GLLW
1612
Graves Light Lenhart Wealth
Virginia
$1.05M -$7.08K -57 -0.8%
HIG
1613
Heritage Investment Group
Florida
$1.05M
HH
1614
Hilltop Holdings
Texas
$1.05M +$2.73K +22 +0.3%
UOTTAIMCU
1615
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.05M +$919K +7,404 New
GL
1616
Gerber LLC
Ohio
$1.05M +$248 +2 +0%
CFO
1617
CVA Family Office
Colorado
$1.04M +$20.9K +168 +2%
BMC
1618
Beaton Management Company
Massachusetts
$1.04M
FWA
1619
FSM Wealth Advisors
Ohio
$1.04M +$5.59K +45 +0.6%
BFIM
1620
Beese Fulmer Investment Management
Ohio
$1.04M +$40.4K +325 +5%
LCGC
1621
Legacy Capital Group California
California
$1.04M +$66.3K +534 +8%
PFWA
1622
Paces Ferry Wealth Advisors
Georgia
$1.04M -$19.6K -158 -2%
NIM
1623
Northeast Investment Management
Massachusetts
$1.04M -$15.8K -127 -2%
PCM
1624
Pointe Capital Management
Michigan
$1.03M
PCM
1625
Perritt Capital Management
Illinois
$1.03M -$104K -836 -10%

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.