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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
ZF
1701
Zhang Financial
Michigan
$901K -$67.2K -541 -8%
FC
1702
FCA Corp
Texas
$896K
AP
1703
Appleton Partners
Massachusetts
$894K -$53.9K -434 -6%
SDWIA
1704
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$894K -$10.8K -87 -1%
NPT
1705
National Philanthropic Trust
Pennsylvania
$891K -$34.3K -276 -4%
GBT
1706
Grove Bank & Trust
Florida
$891K +$118K +950 +18%
CAM
1707
Cidel Asset Management
Ontario, Canada
$890K
GIM
1708
Goelzer Investment Management
Indiana
$890K -$147K -1,187 -16%
AR
1709
Apeiron RIA
Texas
$890K +$16.9K +136 +2%
RIA
1710
Richwood Investment Advisors
Ohio
$888K -$12.4K -100 -2%
ACM
1711
Altrius Capital Management
North Carolina
$882K
WMA
1712
West Michigan Advisors
Michigan
$881K +$118K +948 +18%
RI
1713
Ridgewood Investments
New Jersey
$880K -$23.1K -186 -3%
MA
1714
MCF Advisors
Kentucky
$873K +$16.4K +132 +2%
CFG
1715
Cooper Financial Group
California
$872K +$212K +1,705 +38%
PO
1716
Private Ocean
California
$871K +$120K +968 +19%
KFGK
1717
Keystone Financial Group (Kentucky)
Kentucky
$869K +$69.4K +559 +10%
AIA
1718
Affinity Investment Advisors
California
$868K -$30.2K -243 -4%
BWA
1719
Bordeaux Wealth Advisors
California
$868K +$11.9K +96 +2%
CCP
1720
Clarkston Capital Partners
Michigan
$867K
HCM
1721
Hollencrest Capital Management
California
$867K +$4.35K +35 +0.6%
MSFS
1722
Main Street Financial Solutions
Pennsylvania
$866K +$10.9K +88 +1%
AT
1723
Avalon Trust
New Mexico
$866K
SWM
1724
Stockman Wealth Management
Montana
$866K +$3.73K +30 +0.5%
BFA
1725
Brown Financial Advisors
Ohio
$864K +$760K +6,121 New

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.