We are live on ! Find out more
ORCL icon

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
DA
1876
Drake & Associates
Wisconsin
$898K +$136K +942 +22%
BAM
1877
Brave Asset Management
New Jersey
$896K
RIA
1878
Regal Investment Advisors
Michigan
$895K -$1.14M -7,873 -60%
SEIA
1879
Signature Estate & Investment Advisors
California
$894K -$293K -2,023 -28%
AWM
1880
Aries Wealth Management
Maine
$893K +$338K +2,335 +80%
VA
1881
Valmark Advisers
Ohio
$893K +$25.5K +176 +3%
BIP
1882
Blueprint Investment Partners
North Carolina
$892K +$165K +1,140 +28%
GFG
1883
Goldstone Financial Group
Illinois
$889K +$17.7K +122 +2%
RDWM
1884
Red Door Wealth Management
Tennessee
$886K
EB
1885
Exchange Bank
California
$884K
WMA
1886
West Michigan Advisors
Michigan
$883K -$154K -1,060 -17%
CCA
1887
Childress Capital Advisors
Texas
$882K +$75K +518 +11%
YC
1888
Yarbrough Capital
Tennessee
$877K
PFC
1889
Poplar Forest Capital
California
$876K
MW
1890
MBL Wealth
North Carolina
$875K -$290 -2 -0%
BEC
1891
Blue Edge Capital
Virginia
$875K
FOA
1892
Five Oceans Advisors
California
$874K +$197K +1,357 +36%
CIAS
1893
Capital Investment Advisory Services
North Carolina
$873K -$45.6K -315 -6%
CBT
1894
CoreFirst Bank & Trust
Kansas
$873K +$261K +1,800 +54%
AA
1895
Alesco Advisors
New York
$873K
RI
1896
Ridgewood Investments
New Jersey
$873K -$160K -1,108 -18%
GWP
1897
Gen-Wealth Partners
Michigan
$873K +$11.9K +82 +2%
RIA
1898
Realta Investment Advisors
Delaware
$873K +$252K +1,740 +54%
FFA
1899
Founders Financial Alliance
North Carolina
$871K +$9.13K +63 +1%
FPCP
1900
Fort Point Capital Partners
California
$871K +$10.9K +75 +1%

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.