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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
PL
1651
Parthenon LLC
Kentucky
$993K +$1.61K +13 +0.2%
SIC
1652
Sigma Investment Counselors
Michigan
$992K -$45.1K -363 -5%
AAB
1653
ABN AMRO Bank
Netherlands
$991K
WWM
1654
Western Wealth Management
Colorado
$987K +$101K +813 +13%
PPWP
1655
Premier Path Wealth Partners
New Jersey
$986K +$34.6K +279 +4%
BFG
1656
Berger Financial Group
Minnesota
$982K +$2.36K +19 +0.3%
LFA
1657
Laraway Financial Advisors
Minnesota
$980K +$1.24K +10 +0.1%
ANBT
1658
American National Bank & Trust
Texas
$980K +$5.34K +43 +0.6%
WE
1659
Wealth Effects
Massachusetts
$978K -$15.5K -125 -2%
CA
1660
Centerpoint Advisors
Massachusetts
$977K +$54.4K +438 +7%
GWMR
1661
GC Wealth Management RIA
Massachusetts
$977K -$68.5K -552 -7%
TIA
1662
Traphagen Investment Advisors
New Jersey
$976K -$53K -427 -6%
DIP
1663
Davis Investment Partners
North Carolina
$974K +$1.12K +9 +0.1%
MCCA
1664
Mill Creek Capital Advisors
Pennsylvania
$973K +$140K +1,126 +20%
SIM
1665
Studio Investment Management
Illinois
$970K +$143K +1,149 +20%
LWMNY
1666
Landmark Wealth Management (New York)
New York
$969K
PGCM
1667
Prescott Group Capital Management
Oklahoma
$969K
GPW
1668
Gray Private Wealth
Massachusetts
$968K -$144K -1,156 -14%
ACM
1669
Armbruster Capital Management
New York
$967K +$33.4K +269 +4%
ACM
1670
Arcataur Capital Management
Wisconsin
$965K -$5.84K -47 -0.7%
MME
1671
Meag Munich Ergo
Germany
$964K +$848K +6,828 New
BEI
1672
Benjamin Edwards Inc
Missouri
$963K -$13.7K -110 -2%
ICP
1673
Interchange Capital Partners
Pennsylvania
$961K +$557K +4,489 +193%
OP
1674
ORG Partners
Indiana
$961K +$719K +5,791 +624%
LF
1675
Lee Financial
Texas
$958K

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.