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
OWA
1751
Octavia Wealth Advisors
Ohio
$829K +$26.2K +211 +4%
AWM
1752
Accurate Wealth Management
Florida
$827K +$42.7K +344 +6%
SAM
1753
SignalPoint Asset Management
Missouri
$826K -$2.48K -20 -0.3%
ATFA
1754
All Terrain Financial Advisors
Minnesota
$826K
NAMP
1755
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$824K -$99.7K -803 -12%
PAS
1756
Professional Advisory Services
Florida
$823K
LP
1757
LGL Partners
Pennsylvania
$823K +$89.4K +720 +14%
RIP
1758
RAM Investment Partners
Washington
$823K -$77.6K -625 -10%
LI
1759
LRI Investments
Florida
$822K +$199K +1,603 +38%
WWM
1760
Whalen Wealth Management
Nevada
$822K -$2.11K -17 -0.3%
ACA
1761
American Capital Advisory
Idaho
$821K -$110K -882 -10%
SAM
1762
Sompo Asset Management
Japan
$820K -$102K -820 -12%
IP
1763
Interval Partners
New York
$819K +$720K +5,801 New
SGK
1764
Steigerwald Gordon & Koch
Virginia
$819K +$61.6K +496 +9%
SB
1765
Strategic Blueprint
Georgia
$818K +$8.44K +68 +1%
AMBIA
1766
Allen Mooney & Barnes Investment Advisors
Georgia
$817K -$37.5K -302 -5%
MSAM
1767
Moloney Securities Asset Management
Missouri
$815K -$70.3K -566 -9%
DC
1768
DeDora Capital
California
$815K -$3.1K -25 -0.4%
EHC
1769
Everett Harris & Co
California
$815K -$12.4K -100 -2%
BCM
1770
BluePath Capital Management
Georgia
$814K +$716K +5,767 New
BA
1771
Ballast Advisors
Minnesota
$814K -$1.61K -13 -0.2%
BCM
1772
Becker Capital Management
Oregon
$814K
PWM
1773
Prentice Wealth Management
New York
$813K +$24.3K +196 +4%
I2I
1774
Insight 2811 Inc
Illinois
$812K -$24.8K -200 -3%
PC
1775
Prairiewood Capital
North Dakota
$811K

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.