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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
DA
1951
Drake & Associates
Wisconsin
$611K -$39.4K -317 -7%
EAM
1952
Evanson Asset Management
California
$610K +$621 +5 +0.1%
GHA
1953
GW Henssler & Associates
Georgia
$609K -$2.23K -18 -0.4%
BSHC
1954
Breed's Hill Capital
Massachusetts
$609K
RTL
1955
Red Tortoise LLC
Georgia
$608K
AF
1956
Apexium Financial
Texas
$607K +$6.46K +52 +1%
WI
1957
WrapManager Inc
California
$607K +$80.1K +645 +18%
SI
1958
Seeds Investor
New York
$607K +$3.1K +25 +0.6%
CWA
1959
Clarity Wealth Advisors
California
$605K +$14.4K +116 +3%
TWA
1960
TCI Wealth Advisors
Arizona
$604K +$10.1K +81 +2%
AWM
1961
Arista Wealth Management
Nevada
$604K +$531K +4,275 New
TAM
1962
Titleist Asset Management
Texas
$603K -$33.2K -267 -6%
ECM
1963
Exchange Capital Management
Michigan
$601K -$21.5K -173 -4%
CCFCSB
1964
Cape Cod Five Cents Savings Bank
Massachusetts
$601K -$12.4K -100 -2%
WG
1965
Wealth Group
North Carolina
$599K +$1.99K +16 +0.4%
SRCM
1966
Signature Resources Capital Management
California
$598K
TWP
1967
Tyche Wealth Partners
Texas
$598K +$39.9K +321 +8%
FPGK
1968
Financial Partners Group (Kansas)
Kansas
$597K +$993 +8 +0.2%
VC
1969
Vicus Capital
Pennsylvania
$596K -$3.35K -27 -0.6%
LGW
1970
Leslie Global Wealth
Illinois
$596K +$524K +4,220 New
FAFN
1971
First Affirmative Financial Network
Colorado
$594K +$7.58K +61 +1%
SCM
1972
Stevens Capital Management
Pennsylvania
$592K -$418K -3,370 -45%
OL
1973
OneFund LLC
Florida
$589K +$4.72K +38 +0.9%
MW
1974
Maia Wealth
Colorado
$589K +$511K +4,117 New
WF
1975
WoodTrust Financial
Wisconsin
$589K +$518K +4,174 New

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.