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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
CCA
1901
Childress Capital Advisors
Texas
$658K +$7.95K +64 +1%
CW
1902
Channel Wealth
California
$657K
MIM
1903
Macroview Investment Management
Maryland
$657K +$1.99K +16 +0.3%
SFP
1904
Shepherd Financial Partners
Massachusetts
$650K +$19.9K +160 +4%
APS
1905
American Planning Services
Florida
$650K
RA
1906
Ransom Advisory
Rhode Island
$649K +$70.5K +568 +14%
ABLA
1907
Alan B. Lancz & Associates
Ohio
$649K +$570K +4,594 New
PSCM
1908
Per Stirling Capital Management
Texas
$649K +$373 +3 +0.1%
BTC
1909
Bank & Trust Company
Illinois
$648K +$570K +4,589 New
EWM
1910
Evermay Wealth Management
Virginia
$647K
CAM
1911
Campion Asset Management
Virginia
$646K -$9.31K -75 -2%
OFS
1912
OneAscent Financial Services
Alabama
$645K -$36.1K -291 -6%
JEST
1913
JTC Employer Solutions Trustee
Jersey
$642K
LAM
1914
LifePro Asset Management
California
$642K -$8.82K -71 -2%
RIS
1915
Retirement Income Solutions
Michigan
$640K +$28.8K +232 +5%
FFG
1916
Frisch Financial Group
New York
$637K -$869 -7 -0.2%
JCM
1917
Janney Capital Management
Pennsylvania
$636K -$102K -822 -15%
PWA
1918
Phoenix Wealth Advisors
North Carolina
$636K +$39.1K +315 +8%
BWM
1919
Buckley Wealth Management
Nevada
$635K +$1.37K +11 +0.2%
CPA
1920
Cardiff Park Advisors
California
$635K
IF
1921
Ironwood Financial
Arizona
$634K
BEW
1922
Burton Enright Welch
California
$633K
JWM
1923
JPL Wealth Management
Colorado
$633K +$3.73K +30 +0.7%
FCG
1924
Fielder Capital Group
Tennessee
$633K +$2.11K +17 +0.4%
HC
1925
Hara Capital
Washington
$632K

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.