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Oracle

3,067 hedge funds and large institutions have $206B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 283 funds opening new positions, 1,218 increasing their positions, 1,102 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 99

22% more capital invested

Capital invested by funds: $169B → $206B (+$37.2B)

14% more funds holding in top 10

Funds holding in top 10: 147167 (+20)

11% more repeat investments, than reductions

Existing positions increased: 1,218 | Existing positions reduced: 1,102

5% more funds holding

Funds holding: 2,9163,067 (+151)

4% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $4.51B

0.26% more ownership

Funds ownership: 43.47%43.73% (+0.26%)

Holders
3,067
Holders Change
+151
Holders Change %
+5.18%
% of All Funds
44.03%
Holding in Top 10
167
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.61%
% of All Funds
2.4%
New
283
Increased
1,218
Reduced
1,102
Closed
99
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1801
Cypress Wealth Services
California
$980K +$18.4K +127 +2%
PC
1802
Prairiewood Capital
North Dakota
$979K
SFG
1803
Shum Financial Group
California
$978K +$824K +5,691 New
BCM
1804
Birch Capital Management
Texas
$978K
SG
1805
StoneX Group
New York
$977K -$47.5K -328 -5%
NCFG
1806
New Century Financial Group
New Jersey
$976K -$29K -200 -3%
PWM
1807
Prentice Wealth Management
New York
$975K -$5.36K -37 -0.6%
ALAM
1808
Asahi Life Asset Management
Japan
$975K +$829K +5,720 New
CIS
1809
Capital International Sarl
California
$975K +$267K +1,843 +48%
MCCA
1810
Mill Creek Capital Advisors
Pennsylvania
$972K -$171K -1,183 -17%
FNBTCON
1811
First National Bank & Trust Co of Newtown
Pennsylvania
$971K
NWAG
1812
Net Worth Advisory Group
Utah
$969K +$823K +5,685 New
WFI
1813
West Family Investments
California
$968K +$177K +1,224 +27%
MCWS
1814
McKinley Carter Wealth Services
West Virginia
$967K -$37.5K -259 -4%
BA
1815
Ballast Advisors
Minnesota
$967K -$13.2K -91 -2%
KWM
1816
Keebeck Wealth Management
Illinois
$967K +$252K +1,741 +44%
EHC
1817
Everett Harris & Co
California
$966K -$14.5K -100 -2%
OSNBOA
1818
Old Second National Bank of Aurora
Illinois
$965K +$61K +421 +8%
GG
1819
Greenwood Gearhart
Arkansas
$965K
AC
1820
ASB Consultores
Florida
$965K +$16.9K +117 +2%
SIM
1821
Studio Investment Management
Illinois
$965K -$175K -1,208 -18%
PCH
1822
PGIM Custom Harvest
New Jersey
$964K +$113K +777 +16%
NAMP
1823
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$964K -$25.3K -175 -3%
SFG
1824
SNS Financial Group
Minnesota
$960K +$3.62K +25 +0.4%
SGA
1825
Seaport Global Advisors
Massachusetts
$960K

ORCL Hedge Fund Activity: Q3 2024 in Review

3,067 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2024, worth a combined $206B — up 22% from $169B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new ORCL positions and 99 closed out — a net gain of 184 holders — while 1,218 added to existing stakes and 1,102 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.27B. The largest seller was Massachusetts Financial Services, cutting an estimated $429M.

  • 3,067 institutional investors held Oracle (ORCL) as of Q3 2024, up from 2,916 in Q2 2024.
  • Funds reported $206B of Oracle stock for Q3 2024, up 22% quarter-over-quarter.
  • 283 funds opened new Oracle positions in Q3 2024 and 99 closed out, a net change of +184 holders.
  • The largest Oracle buyer in Q3 2024 was Polen Capital Management, an estimated $1.27B added.
  • The largest Oracle seller in Q3 2024 was Massachusetts Financial Services, an estimated $429M sold.

Based on aggregated 13F filings for Q3 2024.