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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
DAM
1851
Delta Asset Management
Tennessee
$924K -$7.39K -51 -0.9%
TA
1852
TFB Advisors
Kansas
$924K +$1.59K +11 +0.2%
WAM
1853
Walker Asset Management
Missouri
$923K +$724 +5 +0.1%
NPT
1854
Nixon Peabody Trust
Massachusetts
$922K
FI
1855
Finivi Inc
Massachusetts
$921K +$10.6K +73 +1%
MAM
1856
McLean Asset Management
Virginia
$920K +$1.3K +9 +0.2%
NPF
1857
Norris Perne & French
Michigan
$919K -$39.7K -274 -5%
AIA
1858
Affinity Investment Advisors
California
$916K -$111K -767 -12%
ST
1859
Sabal Trust
Florida
$916K +$63.7K +440 +9%
SCA
1860
Southern Capital Advisors
Tennessee
$915K +$2.17K +15 +0.3%
WSWA
1861
Warren Street Wealth Advisors
California
$909K +$39.3K +271 +5%
SFPG
1862
Stonebridge Financial Planning Group
Florida
$907K
HA
1863
Herold Advisors
New York
$905K +$435 +3 +0.1%
SIM
1864
Stratos Investment Management
Ohio
$904K +$10.7K +74 +1%
AMBIA
1865
Allen Mooney & Barnes Investment Advisors
Georgia
$904K -$69.5K -480 -8%
BEAM
1866
Baker Ellis Asset Management
Washington
$904K
SWM
1867
Seed Wealth Management
Illinois
$903K
AIM
1868
Alhambra Investment Management
Florida
$903K
MSFS
1869
Main Street Financial Solutions
Pennsylvania
$903K -$121K -836 -14%
SLWA
1870
San Luis Wealth Advisors
California
$903K +$768K +5,300 New
SB
1871
Strategic Blueprint
Georgia
$902K -$72K -497 -9%
RZH
1872
Relyea Zuckerberg Hanson
Connecticut
$901K +$25.3K +175 +3%
TWM
1873
Thrive Wealth Management
Pennsylvania
$899K -$3.77K -26 -0.5%
LP
1874
LGL Partners
Pennsylvania
$899K -$80.2K -554 -10%
EWM
1875
Evermay Wealth Management
Virginia
$898K +$100K +693 +15%

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.