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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
NIP
1901
Nicholas Investment Partners
California
$869K +$155K +1,072 +27%
TWM
1902
Tradition Wealth Management
Minnesota
$869K +$14.1K +97 +2%
AF
1903
Affiance Financial
Minnesota
$869K +$187K +1,293 +34%
RG
1904
Renaissance Group
Kentucky
$869K -$41.6K -287 -5%
TWM
1905
Triton Wealth Management
Arizona
$867K +$18.7K +129 +3%
OFS
1906
OneAscent Financial Services
Alabama
$866K +$74.6K +515 +11%
AFC
1907
AFT Forsyth & Company
Florida
$866K +$450K +3,110 +158%
GWAG
1908
Garrett Wealth Advisory Group
Texas
$866K +$173K +1,194 +31%
HB
1909
Horizon Bancorp
Indiana
$865K -$64.3K -444 -8%
SFP
1910
Shepherd Financial Partners
Massachusetts
$865K +$68.1K +470 +10%
SJL
1911
Shayne & Jacobs LLC
Tennessee
$864K +$145 +1 +0%
CP
1912
Castleview Partners
Texas
$860K +$461K +3,183 +171%
HR
1913
Howe & Rusling
New York
$858K +$25.9K +179 +4%
ZF
1914
Zega Financial
Florida
$856K -$318K -2,196 -30%
FAG
1915
Fortitude Advisory Group
Washington
$856K -$32.4K -224 -4%
RWP
1916
Revolve Wealth Partners
New Jersey
$854K -$6.52K -45 -0.9%
4WM
1917
4J Wealth Management
Virginia
$850K
NCM
1918
Novare Capital Management
North Carolina
$850K
AWM
1919
Angeles Wealth Management
California
$850K -$10.9K -75 -1%
PEA
1920
Park Edge Advisors
Ohio
$850K +$439K +3,033 +155%
LWM
1921
LJI Wealth Management
Indiana
$849K +$18.1K +125 +3%
OCM
1922
Orser Capital Management
Texas
$849K
WAG
1923
Winthrop Advisory Group
Massachusetts
$847K +$29.4K +203 +4%
M
1924
MOTCO
Texas
$846K -$5.79K -40 -0.8%
LAM
1925
LifePro Asset Management
California
$845K +$59.7K +412 +9%

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.