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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
PPH
1951
Pure Portfolios Holdings
Oregon
$798K +$679K +4,685 New
SIA
1952
SkyView Investment Advisors
New Jersey
$797K -$73.4K -507 -10%
LWM
1953
Lodestone Wealth Management
Washington
$796K -$10.4K -72 -2%
DS
1954
DRW Securities
Illinois
$796K -$11M -75,840 -94%
MIM
1955
Macroview Investment Management
Maryland
$795K +$2.03K +14 +0.3%
CW
1956
Channel Wealth
California
$793K
APS
1957
American Planning Services
Florida
$792K +$7.24K +50 +1%
DFCM
1958
Dark Forest Capital Management
Puerto Rico
$789K -$207K -1,432 -24%
BHPW
1959
Beverly Hills Private Wealth
California
$787K +$28.5K +197 +4%
SW
1960
SMART Wealth
Nebraska
$786K +$668K +4,611 New
RA
1961
Ransom Advisory
Rhode Island
$783K
ABLA
1962
Alan B. Lancz & Associates
Ohio
$783K
BTC
1963
Bank & Trust Company
Illinois
$782K
HAFG
1964
Hansen & Associates Financial Group
California
$782K +$646K +4,460 New
ETC
1965
Exchange Traded Concepts
Oklahoma
$782K +$406K +2,802 +157%
AA
1966
Aire Advisors
California
$781K -$57.4K -396 -8%
CPA
1967
Cardiff Park Advisors
California
$779K +$11K +76 +2%
SFS
1968
Security Financial Services
Indiana
$779K -$28.1K -194 -4%
BHWM
1969
Bar Harbor Wealth Management
New Hampshire
$777K -$75.8K -523 -10%
CMF
1970
Counterpoint Mutual Funds
California
$777K +$660K +4,558 New
JEST
1971
JTC Employer Solutions Trustee
Jersey
$776K
MSWM
1972
McGlone Suttner Wealth Management
Wisconsin
$775K +$131K +907 +25%
IWP
1973
Invenio Wealth Partners
Florida
$773K +$15.9K +110 +2%
CAC
1974
Certified Advisory Corp
Florida
$770K +$180K +1,241 +38%
SHA
1975
Seneca House Advisors
Virginia
$770K +$7.24K +50 +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.