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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
CAM
1976
Chesapeake Asset Management
New York
$769K -$483K -3,338 -43%
TA
1977
TrueWealth Advisors
Alabama
$768K +$112K +771 +21%
CFO
1978
Callan Family Office
Pennsylvania
$768K +$181K +1,250 +38%
CI
1979
Clal Insurance
Israel
$767K -$507K -3,500 -44%
PCA
1980
Prosperity Capital Advisors
Ohio
$766K +$283K +1,952 +77%
MCM
1981
Maple Capital Management
Vermont
$766K +$18.7K +129 +3%
AP
1982
Appleton Partners
Massachusetts
$765K -$267K -1,840 -29%
LPAM
1983
Lodestar Private Asset Management
California
$764K -$37.8K -261 -5%
CWA
1984
Clarity Wealth Advisors
California
$764K +$29.5K +204 +5%
FCG
1985
Fielder Capital Group
Tennessee
$763K -$290 -2 -0%
ACM
1986
Armbruster Capital Management
New York
$763K -$343K -2,371 -35%
CH
1987
Cromwell Holdings
Wyoming
$763K +$13.5K +93 +2%
HC
1988
Hara Capital
Washington
$761K -$1.45K -10 -0.2%
CCIA
1989
Campbell & Co Investment Adviser
Maryland
$760K -$173K -1,194 -21%
PWA
1990
Phoenix Wealth Advisors
North Carolina
$759K -$7.24K -50 -1%
4WM
1991
49 Wealth Management
Texas
$758K +$310K +2,142 +93%
TCWM
1992
Total Clarity Wealth Management
Illinois
$757K +$110K +762 +21%
OWA
1993
Opal Wealth Advisors
New York
$754K -$5.79K -40 -0.9%
BI
1994
Ballast Inc
Kentucky
$754K +$290 +2 +0%
WDA
1995
Wendell David Associates
New Hampshire
$752K
BWM
1996
Birchcreek Wealth Management
Ohio
$752K
AA
1997
Alta Advisers
United Kingdom
$750K
BEW
1998
Burton Enright Welch
California
$750K -$12.5K -86 -2%
TC
1999
Trilogy Capital
California
$749K +$3.19K +22 +0.5%
HWA
2000
Heartwood Wealth Advisors
Virginia
$749K

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.