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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
DWM
1876
Destination Wealth Management
California
$693K -$2.73K -22 -0.4%
GP
1877
Girard Partners
Pennsylvania
$692K -$5.96K -48 -1%
PCH
1878
PGIM Custom Harvest
New Jersey
$689K +$9.94K +80 +2%
RL
1879
Rogco LP
Oklahoma
$687K +$6.95K +56 +1%
LWM
1880
LJI Wealth Management
Indiana
$686K +$403K +3,248 +202%
HR
1881
Howe & Rusling
New York
$686K +$3.73K +30 +0.6%
PMSA
1882
Patrick M. Sweeney & Associates
Illinois
$685K +$52.9K +426 +10%
IAMOG
1883
Investors Asset Management of Georgia
Georgia
$685K
LAM
1884
Lingohr Asset Management
Germany
$684K +$603K +4,856 New
WCM
1885
Whitener Capital Management
North Carolina
$683K
FWCM
1886
Ferguson Wellman Capital Management
Oregon
$681K +$57.4K +462 +11%
NFC
1887
Northeast Financial Consultants
Connecticut
$679K +$77.6K +625 +15%
LRIA
1888
Leonard Rickey Investment Advisors
Washington
$678K +$125K +1,007 +27%
RP
1889
Riverbridge Partners
Minnesota
$678K
MWM
1890
Modern Wealth Management
Kansas
$675K +$21.6K +174 +4%
WAG
1891
Winthrop Advisory Group
Massachusetts
$673K +$46.7K +376 +9%
SFS
1892
Security Financial Services
Indiana
$673K +$248 +2 +0%
LPAM
1893
Lodestar Private Asset Management
California
$670K -$4.97K -40 -0.8%
LWM
1894
Lodestone Wealth Management
Washington
$669K -$2.11K -17 -0.4%
AFG
1895
Allegheny Financial Group
Pennsylvania
$669K +$1.12K +9 +0.2%
BMM
1896
Buffington Mohr McNeal
Idaho
$666K
VAM
1897
Verity Asset Management
North Carolina
$665K +$18.4K +148 +3%
BBNA
1898
Bremer Bank National Association
Minnesota
$662K +$97.7K +787 +20%
OAM
1899
Oxford Asset Management
United Kingdom
$659K +$580K +4,670 New
ZB
1900
Zions Bancorporation
Utah
$659K -$59.1K -476 -9%

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.