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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
GA
2151
Greenspring Advisors
Maryland
$598K +$183K +1,261 +56%
CFCI
2152
Comprehensive Financial Consultants Institutional
Indiana
$597K
JBA
2153
Johnson Bixby & Associates
Washington
$596K +$14.5K +100 +3%
B
2154
Bellecapital
Switzerland
$596K
PWMG
2155
Pinnacle Wealth Management Group
Michigan
$596K
TDC
2156
Thompson Davis & Co
Virginia
$595K +$195K +1,344 +63%
PA
2157
PFG Advisors
Arizona
$594K -$48.1K -332 -9%
VIM
2158
Vista Investment Management
Pennsylvania
$594K -$55.2K -381 -10%
PPP
2159
Private Portfolio Partners
New Jersey
$593K +$504K +3,481 New
GRQ
2160
Gardner Russo & Quinn
Pennsylvania
$592K
GAM
2161
Gould Asset Management
California
$592K -$57.1K -394 -10%
MCM
2162
MV Capital Management
Maryland
$591K +$227K +1,566 +82%
NCTC
2163
New Covenant Trust Company
Indiana
$590K
PCMC
2164
Private Capital Management (Colorado)
Colorado
$589K +$114K +788 +30%
WCM
2165
Windsor Capital Management
Arizona
$589K +$435 +3 +0.1%
EL
2166
EWA LLC
Pennsylvania
$589K +$11.2K +77 +3%
CPIA
2167
Cornell Pochily Investment Advisors
New York
$588K -$14.5K -100 -3%
RRA
2168
Round Rock Advisors
Connecticut
$587K
OPA
2169
Old Port Advisors
Maine
$586K +$31.6K +218 +7%
ERIM
2170
Eagle Ridge Investment Management
Connecticut
$584K +$4.34K +30 +0.9%
SWA
2171
Sax Wealth Advisors
New Jersey
$584K +$114K +787 +30%
GJCM
2172
Grand Jean Capital Management
California
$582K
SWM
2173
Salvus Wealth Management
New Jersey
$582K +$494K +3,413 New
SFI
2174
SPC Financial Inc
Maryland
$578K +$192K +1,328 +64%
TAM
2175
Townsend Asset Management
North Carolina
$578K

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.