We are live on ! Find out more
ORCL icon

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
RCM
1726
Raleigh Capital Management
North Carolina
$863K +$17.8K +143 +2%
BWG
1727
Beta Wealth Group
California
$862K +$25K +201 +3%
IGAM
1728
iA Global Asset Management
Quebec, Canada
$861K -$6.96M -56,014 -90%
SW
1729
SlateStone Wealth
Florida
$860K -$37K -298 -5%
PIA
1730
Perennial Investment Advisors
California
$860K +$5.71K +46 +0.8%
DCM
1731
DGS Capital Management
New Jersey
$859K +$17.5K +141 +2%
UCB
1732
United Community Bank
South Carolina
$859K -$36.9K -297 -5%
NG
1733
Northstar Group
New York
$859K
MWM
1734
Mosley Wealth Management
California
$858K +$185K +1,493 +33%
ACA
1735
Anchor Capital Advisors
Massachusetts
$858K +$174K +1,400 +30%
DFCM
1736
Dark Forest Capital Management
Puerto Rico
$856K +$753K +6,061 New
SG
1737
StoneX Group
New York
$856K +$93.6K +754 +14%
LAM
1738
Lewis Asset Management
California
$855K +$76.6K +617 +11%
ACS
1739
Archford Capital Strategies
Illinois
$851K +$91.4K +736 +14%
WFAG
1740
Worth Financial Advisory Group
North Carolina
$850K +$114K +921 +18%
DTC
1741
Davidson Trust Company
Washington
$846K -$60.2K -485 -7%
SCM
1742
Sitrin Capital Management
California
$842K
NAM
1743
NTV Asset Management
West Virginia
$840K
MCWS
1744
McKinley Carter Wealth Services
West Virginia
$838K +$1.49K +12 +0.2%
NCFG
1745
New Century Financial Group
New Jersey
$837K +$57.1K +460 +8%
WCWM
1746
Willow Creek Wealth Management
California
$834K +$1.49K +12 +0.2%
BCM
1747
Brown Capital Management
Maryland
$832K -$328K -2,645 -31%
BTWM
1748
Brass Tax Wealth Management
Ohio
$831K +$145K +1,170 +25%
SCA
1749
Sippican Capital Advisors
Massachusetts
$830K
CFP
1750
Catalyst Financial Partners
Massachusetts
$829K +$59.2K +477 +9%

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.