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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
FWP
2076
FAS Wealth Partners
Kansas
$671K +$435 +3 +0.1%
MC
2077
McMorgan & Co
California
$671K
LWM
2078
Lyell Wealth Management
California
$669K
FP
2079
Financial Perspectives
Minnesota
$668K
IWA
2080
IBEX Wealth Advisors
New Jersey
$666K -$3.99M -27,544 -60%
MGAM
2081
McGowan Group Asset Management
Texas
$663K +$145 +1 +0%
SCP
2082
Shorepoint Capital Partners
Massachusetts
$663K -$24.6K -170 -4%
LWMM
2083
Legacy Wealth Management (Mississippi)
Mississippi
$661K +$313K +2,160 +126%
TWM
2084
TCFG Wealth Management
California
$659K +$560K +3,865 New
MCM
2085
Monarch Capital Management
Indiana
$658K +$54.5K +376 +11%
CAGAS
2086
Capital Advisory Group Advisory Services
Minnesota
$656K -$29K -200 -5%
SB
2087
Sunflower Bank
Texas
$656K -$4.63K -32 -0.8%
V
2088
ViaWealth
Kansas
$655K +$435 +3 +0.1%
KA
2089
KLCM Advisors
Wisconsin
$654K +$25.1K +173 +5%
RBC
2090
Roble Belko & Company
Pennsylvania
$652K
MMHP
2091
Murphy Middleton Hinkle & Parker
Georgia
$652K +$38K +262 +7%
SLC
2092
Second Line Capital
Louisiana
$650K +$8.4K +58 +2%
AWA
2093
Alta Wealth Advisors
Massachusetts
$645K +$174K +1,203 +47%
MSF
2094
Mustard Seed Financial
Arkansas
$644K +$145 +1 +0%
HFA
2095
High Falls Advisors
New York
$643K +$2.46K +17 +0.5%
PA
2096
Parkside Advisors
California
$642K
GMFG
2097
Greater Midwest Financial Group
Minnesota
$641K -$1.16K -8 -0.2%
VBFG
2098
Vishria Bird Financial Group
Tennessee
$640K +$544K +3,753 New
SA
2099
Strategic Advisors
New York
$638K +$290 +2 +0.1%
FIBT
2100
First International Bank & Trust
North Dakota
$636K +$9.71K +67 +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.