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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
AL
1976
ADE LLC
Maryland
$587K
QFA
1977
Quantum Financial Advisors
California
$587K
CD
1978
Chapin Davis
Maryland
$585K +$16.8K +135 +3%
HNW
1979
High Note Wealth
Minnesota
$584K -$4.84K -39 -0.9%
WA
1980
Wealth Architects
California
$583K +$31.3K +252 +7%
KWM
1981
Kaydan Wealth Management
Michigan
$582K
PG
1982
Patten Group
Tennessee
$580K +$29.1K +234 +6%
S
1983
SimplyRich
California
$580K
WCA
1984
Waypoint Capital Advisors
Minnesota
$580K +$10.9K +88 +2%
BA
1985
Bridgewater Associates
Connecticut
$580K -$269K -2,163 -35%
OFA
1986
Onyx Financial Advisors
Idaho
$579K +$1.74K +14 +0.3%
BIP
1987
Blueprint Investment Partners
North Carolina
$578K +$116K +933 +30%
CB
1988
Centennial Bank
Arkansas
$577K +$3.23K +26 +0.6%
CWP
1989
Core Wealth Partners
California
$577K +$102K +823 +25%
NWM
1990
Northcape Wealth Management
New York
$576K
HWMG
1991
Hurlow Wealth Management Group
Indiana
$576K
GAM
1992
GEM Asset Management
Michigan
$574K
SCP
1993
Shorepoint Capital Partners
Massachusetts
$573K +$115K +925 +30%
R
1994
Rebalance
California
$573K
MHR
1995
Matthew Hamilton Rosenberg
$572K -$30.8K -248 -6%
CAGAS
1996
Capital Advisory Group Advisory Services
Minnesota
$572K
SC
1997
Stephens Consulting
Michigan
$572K +$26.9K +217 +6%
NCM
1998
Narwhal Capital Management
Georgia
$570K +$206K +1,657 +70%
WI
1999
Wedgewood Investors
Pennsylvania
$570K +$502K +4,039 New
FWM
2000
FMA Wealth Management
Massachusetts
$569K

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.