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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
AL
2026
ADE LLC
Maryland
$709K
MC
2027
Middleton & Co
Massachusetts
$708K +$65.5K +452 +12%
FFG
2028
Frisch Financial Group
New York
$706K -$53.6K -370 -8%
CD
2029
Chapin Davis
Maryland
$706K
MHR
2030
Matthew Hamilton Rosenberg
$703K +$18.8K +130 +3%
KWM
2031
Kaydan Wealth Management
Michigan
$702K
OFA
2032
Onyx Financial Advisors
Idaho
$700K +$1.74K +12 +0.3%
SSWM
2033
Smith Salley Wealth Management
North Carolina
$700K +$71.7K +495 +14%
WG
2034
Wealth Group
North Carolina
$700K -$19.6K -135 -3%
S
2035
SimplyRich
California
$700K
ECM
2036
Exchange Capital Management
Michigan
$699K -$22.5K -155 -4%
WHG
2037
Westwood Holdings Group
Texas
$699K +$29.7K +205 +5%
CCP
2038
Clough Capital Partners
Massachusetts
$699K +$594K +4,100 New
TWP
2039
Tyche Wealth Partners
Texas
$698K -$19.8K -137 -3%
FWM
2040
Forza Wealth Management
Florida
$698K +$117K +809 +25%
BSHC
2041
Breed's Hill Capital
Massachusetts
$696K -$32.4K -224 -5%
HWMG
2042
Hurlow Wealth Management Group
Indiana
$695K
IC
2043
Iconiq Capital
California
$695K +$591K +4,078 New
EWS
2044
Eagle Wealth Strategies
New Jersey
$695K +$273K +1,886 +86%
CB
2045
Centennial Bank
Arkansas
$692K -$3.77K -26 -0.6%
GAM
2046
GEM Asset Management
Michigan
$691K
R
2047
Rebalance
California
$691K
NWM
2048
Northcape Wealth Management
New York
$690K -$4.34K -30 -0.7%
MFT
2049
Moisand Fitzgerald Tamayo
Florida
$690K +$107K +737 +22%
HNW
2050
High Note Wealth
Minnesota
$689K -$13.9K -96 -2%

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.