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
AIM
1826
Alhambra Investment Management
Florida
$748K
BAM
1827
Brave Asset Management
New Jersey
$743K
FAIM
1828
Financial Advocates Investment Management
Washington
$742K +$141K +1,134 +28%
FAG
1829
Fortitude Advisory Group
Washington
$741K -$1.24K -10 -0.2%
EWM
1830
Elevatus Welath Management
New York
$741K +$1.49K +12 +0.2%
OSNBOA
1831
Old Second National Bank of Aurora
Illinois
$741K +$41.6K +335 +7%
SIM
1832
Stratos Investment Management
Ohio
$739K +$152K +1,221 +30%
TC
1833
Trust Company
Kansas
$737K -$1.14M -9,148 -64%
RDWM
1834
Red Door Wealth Management
Tennessee
$735K +$14.3K +115 +2%
OAM
1835
Occidental Asset Management
California
$734K +$64.2K +517 +11%
WW
1836
Waterfront Wealth
Kansas
$733K -$1.12K -9 -0.2%
EB
1837
Exchange Bank
California
$733K -$6.21K -50 -1%
SIA
1838
SkyView Investment Advisors
New Jersey
$732K +$150K +1,209 +30%
GC
1839
Guidance Capital
Kentucky
$728K +$50.3K +405 +8%
YC
1840
Yarbrough Capital
Tennessee
$727K +$639K +5,149 New
PFC
1841
Poplar Forest Capital
California
$725K
MW
1842
MBL Wealth
North Carolina
$725K -$28.8K -232 -4%
BEC
1843
Blue Edge Capital
Virginia
$725K -$2.73K -22 -0.4%
AA
1844
Alesco Advisors
New York
$724K
RZH
1845
Relyea Zuckerberg Hanson
Connecticut
$722K +$28.4K +229 +5%
TWM
1846
Triton Wealth Management
Arizona
$721K
SOS
1847
Silver Oak Securities
Tennessee
$720K +$27.2K +219 +4%
GFG
1848
Goldstone Financial Group
Illinois
$720K +$20.2K +163 +3%
BHWM
1849
Bar Harbor Wealth Management
New Hampshire
$718K -$10.6K -85 -2%
WDG
1850
Wealth Dimensions Group
Ohio
$717K +$44.3K +357 +8%

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.