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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
SOS
1826
Silver Oak Securities
Tennessee
$959K +$113K +778 +15%
TNA
1827
True North Advisors
Texas
$959K
OAM
1828
Occidental Asset Management
California
$957K +$60.5K +418 +8%
JCM
1829
Janney Capital Management
Pennsylvania
$956K +$159K +1,100 +24%
SI
1830
Seeds Investor
New York
$956K +$190K +1,314 +31%
MCP
1831
Mirador Capital Partners
California
$956K +$25.2K +174 +3%
RRCM
1832
Rappaport Reiches Capital Management
Illinois
$955K +$12.6K +87 +2%
ZB
1833
Zions Bancorporation
Utah
$955K +$135K +935 +20%
S
1834
Sunpointe
Missouri
$950K +$91.5K +632 +13%
CFD
1835
Creative Financial Designs
Indiana
$948K +$10.6K +73 +1%
OPTFSNA
1836
Old Point Trust & Financial Services N A
Virginia
$947K
GIP
1837
Greatmark Investment Partners
Georgia
$945K
BWP
1838
Balboa Wealth Partners
Arizona
$944K +$162K +1,117 +25%
LC
1839
LCNB Corp
Ohio
$943K -$14.5K -100 -2%
RFA
1840
Register Financial Advisors
Georgia
$943K +$290 +2 +0%
EBT
1841
Enterprise Bank & Trust
Massachusetts
$940K +$239K +1,647 +43%
MAWCM
1842
Mine & Arao Wealth Creation & Management
California
$939K +$1.45K +10 +0.2%
MW
1843
Maia Wealth
Colorado
$938K +$183K +1,261 +31%
AA
1844
Addison Advisors
Vermont
$937K -$10.1K -70 -1%
MWM
1845
Modern Wealth Management
Kansas
$934K +$101K +699 +15%
FA
1846
Fiducient Advisors
Illinois
$931K -$6.37K -44 -0.8%
MI
1847
Motiv8 Investments
Florida
$931K +$791K +5,463 New
EWM
1848
Elevatus Welath Management
New York
$929K +$29.4K +203 +4%
CWP
1849
Core Wealth Partners
California
$928K +$198K +1,364 +33%
GC
1850
Guidance Capital
Kentucky
$928K +$13.3K +92 +2%

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.