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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
KIG
1926
Kowal Investment Group
Wisconsin
$844K +$85K +587 +13%
NFSG
1927
Newbridge Financial Services Group
Florida
$842K +$436K +3,013 +156%
SHGA
1928
Sand Hill Global Advisors
California
$840K -$2.75K -19 -0.4%
TWA
1929
TCI Wealth Advisors
Arizona
$838K +$92.8K +641 +15%
BAM
1930
Byrne Asset Management
New Jersey
$838K +$713K +4,920 New
SFP
1931
Sweet Financial Partners
Minnesota
$838K -$9.41K -65 -1%
FAFN
1932
First Affirmative Financial Network
Colorado
$837K +$103K +709 +17%
LRIA
1933
Leonard Rickey Investment Advisors
Washington
$837K +$15.5K +107 +2%
PMSA
1934
Patrick M. Sweeney & Associates
Illinois
$834K +$5.94K +41 +0.8%
NFC
1935
Northeast Financial Consultants
Connecticut
$833K +$11.4K +79 +2%
RL
1936
Rogco LP
Oklahoma
$829K
IAMOG
1937
Investors Asset Management of Georgia
Georgia
$826K
LAM
1938
Lingohr Asset Management
Germany
$826K
WDG
1939
Wealth Dimensions Group
Ohio
$825K -$34.5K -238 -5%
HC
1940
Hamilton Capital
Ohio
$824K -$1.74K -12 -0.2%
LFG
1941
Larson Financial Group
Missouri
$824K +$279K +1,928 +66%
CCM
1942
Chilton Capital Management
Texas
$819K +$477K +3,295 +218%
RP
1943
Riverbridge Partners
Minnesota
$818K
WCM
1944
Whitener Capital Management
North Carolina
$815K -$7.97K -55 -1%
AFG
1945
Allegheny Financial Group
Pennsylvania
$813K +$5.36K +37 +0.8%
SSWM
1946
Strait & Sound Wealth Management
California
$811K -$45.9K -317 -6%
LCM
1947
LVM Capital Management
Michigan
$810K
BMM
1948
Buffington Mohr McNeal
Idaho
$804K
PA
1949
Promethium Advisors
Maryland
$801K +$681K +4,702 New
WCP
1950
Wick Capital Partners
Pennsylvania
$798K +$150K +1,038 +28%

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.