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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
NFA
2101
Northwest Financial Advisors
Virginia
$633K -$8.55K -59 -2%
SAF
2102
Smith Anglin Financial
Texas
$633K +$10.7K +74 +2%
RP
2103
Rowlandmiller & Partners
Georgia
$631K
EGA
2104
E&G Advisors
Texas
$630K -$14.5K -100 -3%
CWA
2105
Canvas Wealth Advisors
Kansas
$629K +$67.1K +463 +14%
SDWMA
2106
Schneider Downs Wealth Management Advisors
Pennsylvania
$628K -$46.2K -319 -8%
XSC
2107
X-Square Capital
Puerto Rico
$628K +$534K +3,685 New
DPW
2108
DiNuzzo Private Wealth
Pennsylvania
$627K +$396K +2,733 +288%
WDC
2109
Woodward Diversified Capital
California
$627K +$22.2K +153 +4%
FI
2110
Financial Insights
Washington
$626K
PP
2111
Patron Partners
Texas
$625K
OCPWS
2112
One Charles Private Wealth Services
Massachusetts
$624K +$145 +1 +0%
VV
2113
Verity & Verity
South Carolina
$624K +$32.7K +226 +7%
CPM
2114
Connective Portfolio Management
New York
$624K +$159K +1,100 New
MPWS
2115
McCarter Private Wealth Services
Massachusetts
$624K +$530K +3,660 New
EAM
2116
Eukles Asset Management
Ohio
$623K -$51.3K -354 -9%
SFG
2117
Sovereign Financial Group
Connecticut
$622K -$2.03K -14 -0.4%
AIA
2118
Alera Investment Advisors
Illinois
$622K +$32.6K +225 +7%
CCG
2119
Ceeto Capital Group
Florida
$619K -$1.72M -11,900 -77%
BC
2120
Bridgefront Capital
Texas
$619K +$526K +3,630 New
IFA
2121
Index Fund Advisors
California
$618K
OIM
2122
Orca Investment Management
Oregon
$617K -$55.3K -382 -10%
TWM
2123
TriaGen Wealth Management
California
$617K
RP
2124
Riverwater Partners
Wisconsin
$617K -$2.9K -20 -0.5%
CFA
2125
Cahill Financial Advisors
Minnesota
$616K +$49.5K +342 +10%

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.