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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
SSWM
1851
Strait & Sound Wealth Management
California
$717K -$13.5K -109 -2%
SJL
1852
Shayne & Jacobs LLC
Tennessee
$716K
VA
1853
Valmark Advisers
Ohio
$715K +$49.9K +402 +9%
WSWA
1854
Warren Street Wealth Advisors
California
$715K +$11.8K +95 +2%
AWM
1855
Angeles Wealth Management
California
$715K +$193K +1,551 +44%
RWP
1856
Revolve Wealth Partners
New Jersey
$714K +$5.46K +44 +0.9%
FFA
1857
Founders Financial Alliance
North Carolina
$713K -$3.97K -32 -0.6%
FPCP
1858
Fort Point Capital Partners
California
$711K -$45.3K -365 -7%
M
1859
MOTCO
Texas
$706K +$4.97K +40 +0.8%
TWM
1860
Tradition Wealth Management
Minnesota
$706K +$32.9K +265 +6%
GCM
1861
Glaxis Capital Management
Florida
$706K +$621K +5,000 New
NAAA
1862
New Age Alpha Advisors
New York
$706K +$621K +5,000 New
4WM
1863
4J Wealth Management
Virginia
$705K
NCM
1864
Novare Capital Management
North Carolina
$704K
SFP
1865
Sweet Financial Partners
Minnesota
$704K +$1.86K +15 +0.3%
AA
1866
Aire Advisors
California
$703K +$497 +4 +0.1%
OCM
1867
Orser Capital Management
Texas
$703K
BAM
1868
Byrne Asset Management
New Jersey
$699K
SHGA
1869
Sand Hill Global Advisors
California
$699K -$172K -1,388 -22%
SQA
1870
Simon Quick Advisors
New Jersey
$698K -$506K -4,071 -45%
S
1871
Sunpointe
Missouri
$698K +$19.4K +156 +3%
ST
1872
Sabal Trust
Florida
$697K -$253K -2,040 -29%
CA
1873
CGN Advisors
Kansas
$696K -$4.35K -35 -0.7%
HC
1874
Hamilton Capital
Ohio
$695K -$219K -1,767 -26%
GWP
1875
Gen-Wealth Partners
Michigan
$694K +$53.9K +434 +10%

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.