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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
BBW
2051
Blue Barn Wealth
Utah
$689K +$325K +2,244 +125%
WI
2052
Wedgewood Investors
Pennsylvania
$688K
FWM
2053
FMA Wealth Management
Massachusetts
$687K
CFG
2054
Clayton Financial Group
Missouri
$686K
CCFCSB
2055
Cape Cod Five Cents Savings Bank
Massachusetts
$684K -$35.1K -242 -6%
SCG
2056
Sonata Capital Group
Washington
$682K
HFRG
2057
Houlihan Financial Resource Group
Virginia
$682K +$145 +1 +0%
BI
2058
Bramshill Investments
Florida
$682K +$579K +4,000 New
WW
2059
Waterfront Wealth
Kansas
$682K -$182K -1,254 -24%
UF
2060
Univest Financial
Pennsylvania
$681K +$579K +3,998 New
DWM
2061
Defined Wealth Management
Oregon
$681K +$4.49K +31 +0.8%
CH
2062
Canton Hathaway
Rhode Island
$681K
CA
2063
CGN Advisors
Kansas
$678K -$138K -950 -19%
MCM
2064
Mengis Capital Management
Oregon
$678K -$664K -4,587 -54%
KAS
2065
KPP Advisory Services
Kentucky
$678K +$19.4K +134 +3%
IF
2066
Intrua Financial
Texas
$677K +$1.74K +12 +0.3%
WEG
2067
World Equity Group
Illinois
$677K -$1.86M -12,839 -76%
LCM
2068
Lazari Capital Management
California
$677K +$15.6K +108 +3%
WWP
2069
Waypoint Wealth Partners
California
$677K +$28.8K +199 +5%
QFA
2070
Quantum Financial Advisors
California
$676K -$27.7K -191 -5%
GHA
2071
GW Henssler & Associates
Georgia
$675K -$51.1K -353 -8%
FWM
2072
Focused Wealth Management
New York
$674K +$290 +2 +0.1%
VCM
2073
Versant Capital Management
Arizona
$674K +$9.41K +65 +2%
SAW
2074
Signal Advisors Wealth
Michigan
$674K +$573K +3,956 New
EA
2075
Eclectic Associates
California
$672K +$4.34K +30 +0.8%

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.