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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
SVCP
1626
Silicon Valley Capital Partners
California
$1.03M +$2.98K +24 +0.3%
NW
1627
Naviter Wealth
Arkansas
$1.03M +$154K +1,240 +20%
TFA
1628
Tranquilli Financial Advisor
New Jersey
$1.03M -$23.1K -186 -3%
BIM
1629
Barton Investment Management
Pennsylvania
$1.03M
SEIA
1630
Signature Estate & Investment Advisors
California
$1.03M +$903K +7,269 New
LIA
1631
LBMC Investment Advisors
Tennessee
$1.03M +$621 +5 +0.1%
AMCA
1632
Arthur M. Cohen & Associates
Illinois
$1.02M +$159K +1,277 +21%
IIM
1633
Ipswich Investment Management
Massachusetts
$1.02M +$373 +3 +0%
ZF
1634
Zega Financial
Florida
$1.02M +$152K +1,227 +20%
VCM
1635
Vivaldi Capital Management
Illinois
$1.02M +$29.4K +237 +3%
NDSI
1636
Newman Dignan & Sheerar Inc
Rhode Island
$1.02M +$17.3K +139 +2%
PFA
1637
Plotkin Financial Advisors
Maryland
$1.02M +$38.2K +308 +4%
ACA
1638
Atlas Capital Advisors
Wyoming
$1.02M -$139K -1,122 -13%
DOA
1639
D'Orazio & Associates
Virginia
$1.02M +$10.4K +84 +1%
RSWM
1640
Robertson Stephens Wealth Management
California
$1.01M -$46.6K -375 -5%
RCM
1641
Radnor Capital Management
Pennsylvania
$1.01M +$71.4K +575 +9%
HCMG
1642
Howard Capital Management Group
California
$1.01M
SBCM
1643
Schwerin Boyle Capital Management
Massachusetts
$1.01M
JFA
1644
JNBA Financial Advisors
Minnesota
$1.01M -$74.5K -600 -8%
SPWM
1645
Schrum Private Wealth Management
Florida
$1M +$373 +3 +0%
FC
1646
Forte Capital
New York
$1M +$24.5K +197 +3%
LCM
1647
Leisure Capital Management
California
$1M
FCAS
1648
First Command Advisory Services
Texas
$1M -$6.21K -50 -0.7%
BST
1649
Bath Savings Trust
Maine
$998K -$31K -250 -3%
PP
1650
Paloma Partners
Connecticut
$994K +$314K +2,531 +56%

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.