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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
NIP
2001
Nicholas Investment Partners
California
$569K +$72.8K +586 +17%
KLCM
2002
KG&L Capital Management
Louisiana
$567K -$95.7K -771 -16%
EAM
2003
Eukles Asset Management
Ohio
$567K
OIM
2004
Orca Investment Management
Oregon
$566K -$2.48K -20 -0.5%
SDWMA
2005
Schneider Downs Wealth Management Advisors
Pennsylvania
$566K +$2.98K +24 +0.6%
SCG
2006
Sonata Capital Group
Washington
$565K
HFRG
2007
Houlihan Financial Resource Group
Virginia
$565K +$3.73K +30 +0.8%
CH
2008
Canton Hathaway
Rhode Island
$564K -$43.5K -350 -8%
SMA
2009
Seven Mile Advisory
New Jersey
$562K -$156K -1,259 -24%
DWM
2010
Defined Wealth Management
Oregon
$560K +$3.6K +29 +0.7%
IF
2011
Intrua Financial
Texas
$560K +$4.22K +34 +0.9%
FWM
2012
Focused Wealth Management
New York
$559K -$32.9K -265 -6%
CWM
2013
Cornerstone Wealth Management
Missouri
$558K +$13.4K +108 +3%
MC
2014
McMorgan & Co
California
$556K -$441K -3,550 -47%
TPW
2015
Transatlantique Private Wealth
New York
$556K -$58.1K -468 -11%
FWP
2016
FAS Wealth Partners
Kansas
$556K +$75K +604 +18%
KWM
2017
Keebeck Wealth Management
Illinois
$555K +$4.97K +40 +1%
LWM
2018
Lyell Wealth Management
California
$554K
PHS
2019
Pekin Hardy Strauss
Illinois
$554K -$7.45K -60 -2%
PT
2020
Plimoth Trust
Massachusetts
$554K -$13.4K -108 -3%
FP
2021
Financial Perspectives
Minnesota
$553K
FVWA
2022
Foster Victor Wealth Advisors
South Carolina
$553K +$63.7K +513 +15%
EA
2023
Eclectic Associates
California
$553K
LCWP
2024
Legacy Capital Wealth Partners
Arkansas
$552K +$485K +3,908 New
WHG
2025
Westwood Holdings Group
Texas
$550K

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.