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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
SIM
2076
SSI Investment Management
California
$510K -$497 -4 -0.1%
ECM
2077
Estabrook Capital Management
New York
$509K -$69.5K -560 -13%
CFG
2078
Clayton Financial Group
Missouri
$506K
NL
2079
Navalign LLC
California
$505K -$49.5K -399 -10%
LWM
2080
Laidlaw Wealth Management
New York
$504K -$64.9K -523 -13%
MMHP
2081
Murphy Middleton Hinkle & Parker
Georgia
$503K
HWMC
2082
Heritage Wealth Management (California)
California
$503K -$6.46K -52 -1%
WPW
2083
Warther Private Wealth
Ohio
$502K +$442K +3,558 New
CPIA
2084
Cornell Pochily Investment Advisors
New York
$501K
KIM
2085
Karpus Investment Management
New York
$501K
MPM
2086
Meritage Portfolio Management
Kansas
$500K +$16.1K +130 +4%
SWA
2087
SFMG Wealth Advisors
Texas
$500K -$44.2K -356 -9%
CWM
2088
Concentrum Wealth Management
California
$500K -$6.08K -49 -1%
IPW
2089
Invictus Private Wealth
Colorado
$500K -$7.58K -61 -2%
WDC
2090
Woodward Diversified Capital
California
$498K +$37.8K +304 +9%
SFC
2091
SYM Financial Corp
Indiana
$498K +$41.2K +332 +10%
CFCI
2092
Comprehensive Financial Consultants Institutional
Indiana
$495K -$29.1K -234 -6%
KC
2093
Kingfisher Capital
North Carolina
$495K +$22.6K +182 +5%
B
2094
Bellecapital
Switzerland
$494K
PWMG
2095
Pinnacle Wealth Management Group
Michigan
$494K
EFG
2096
Ethos Financial Group
Pennsylvania
$493K -$433K -3,486 -50%
MCM
2097
Monarch Capital Management
Indiana
$492K
GRQ
2098
Gardner Russo & Quinn
Pennsylvania
$491K
WCM
2099
Windsor Capital Management
Arizona
$488K +$497 +4 +0.1%
RRA
2100
Round Rock Advisors
Connecticut
$487K +$76.2K +614 +22%

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.