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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
SAM
2176
Summit Asset Management
Tennessee
$577K +$26.1K +180 +6%
MWM
2177
Merriman Wealth Management
Washington
$576K +$18.1K +125 +4%
CWA
2178
Consilio Wealth Advisors
Washington
$575K +$42.6K +294 +10%
SWP
2179
Summit Wealth Partners
Florida
$575K
SG
2180
Sienna Gestion
France
$574K +$489K +3,379 New
EFG
2181
Ethos Financial Group
Pennsylvania
$574K -$17.4K -120 -3%
WFA
2182
Wade Financial Advisory
California
$574K
BB
2183
Bell Bank
North Dakota
$574K
AP
2184
Atwood & Palmer
Missouri
$573K
NRC
2185
New Republic Capital
North Carolina
$572K +$290 +2 +0.1%
HI
2186
Hudock Inc
Pennsylvania
$571K
AWM
2187
AllSquare Wealth Management
New York
$570K
SCP
2188
Sivia Capital Partners
California
$569K +$7.97K +55 +2%
MF
2189
Montis Financial
Massachusetts
$569K
CP
2190
Canopy Partners
Ohio
$568K -$3.48K -24 -0.7%
QPW
2191
Quantum Private Wealth
Florida
$568K +$90.5K +625 +23%
MCWA
2192
Meadow Creek Wealth Advisors
Georgia
$568K +$44.8K +309 +10%
FWI
2193
Facet Wealth Inc
Maryland
$567K +$29.7K +205 +7%
RW
2194
REDW Wealth
New Mexico
$566K
AWM
2195
Aberdeen Wealth Management
Illinois
$566K -$47.1K -325 -9%
WSC
2196
Wellington Shields & Co
New York
$564K -$72.4K -500 -13%
VWM
2197
Vigilare Wealth Management
Arizona
$563K +$290 +2 +0.1%
PH
2198
Pinnacle Holdings
Oklahoma
$563K -$17.4K -120 -4%
MAM
2199
Mainsail Asset Management
Alabama
$562K
PT
2200
Plimoth Trust
Massachusetts
$562K -$90.5K -625 -16%

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.