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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
CP
2126
Canopy Partners
Ohio
$474K +$7.45K +60 +2%
NRC
2127
New Republic Capital
North Carolina
$474K +$91.9K +740 +28%
HI
2128
Hudock Inc
Pennsylvania
$473K +$248 +2 +0.1%
AWM
2129
AllSquare Wealth Management
New York
$473K
MF
2130
Montis Financial
Massachusetts
$471K -$24.8K -200 -6%
CAC
2131
Core Alternative Capital
Georgia
$471K
CBT
2132
CoreFirst Bank & Trust
Kansas
$470K -$4.97K -40 -1%
CG
2133
Cynosure Group
Utah
$469K +$21.4K +172 +5%
RW
2134
REDW Wealth
New Mexico
$469K +$37.3K +300 +10%
PA
2135
Probity Advisors
Texas
$468K -$9.06K -73 -2%
MKA
2136
M. Kulyk & Associates
Georgia
$468K -$26.7K -215 -6%
MFT
2137
Moisand Fitzgerald Tamayo
Florida
$468K
VWM
2138
Vigilare Wealth Management
Arizona
$467K -$19.7K -159 -5%
VNA
2139
Valley National Advisers
Pennsylvania
$466K +$3.48K +28 +0.9%
MAM
2140
Mainsail Asset Management
Alabama
$466K
FWM
2141
Forza Wealth Management
Florida
$464K
SSA
2142
Sierra Summit Advisors
Nevada
$464K +$144K +1,161 +55%
SCP
2143
Sivia Capital Partners
California
$464K +$67.8K +546 +20%
HPM
2144
Hoxton Planning & Management
West Virginia
$463K +$10.2K +82 +3%
CAC
2145
Certified Advisory Corp
Florida
$463K +$5.46K +44 +1%
CFA
2146
Cahill Financial Advisors
Minnesota
$462K -$37.3K -300 -8%
RHP
2147
Royal Harbor Partners
Texas
$462K -$9.81K -79 -2%
CFO
2148
Callan Family Office
Pennsylvania
$460K +$74.1K +597 +22%
MWM
2149
Merriman Wealth Management
Washington
$460K -$18.6K -150 -4%
HIC
2150
Hartline Investment Corp
Illinois
$459K -$1.73M -13,920 -81%

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.