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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
RPGK
2201
Retirement Planning Group (Kansas)
Kansas
$559K +$39.5K +273 +9%
CWP
2202
Concord Wealth Partners
Virginia
$559K +$13K +90 +3%
CPC
2203
Consolidated Planning Corp
Georgia
$559K -$683K -4,715 -59%
CAC
2204
Core Alternative Capital
Georgia
$558K -$8.69K -60 -2%
RHP
2205
Royal Harbor Partners
Texas
$557K
PA
2206
Probity Advisors
Texas
$557K -$7.24K -50 -2%
GSEP
2207
Golden State Equity Partners
California
$556K -$1.23M -8,515 -72%
HIC
2208
Hartline Investment Corp
Illinois
$554K
MC
2209
Montag & Caldwell
Georgia
$552K
KL
2210
KilterHowling LLC
Colorado
$551K +$290 +2 +0.1%
SP
2211
Stonebrook Private
Michigan
$550K +$24.3K +168 +5%
JWBC
2212
John W. Bristol & Co
New York
$550K
BWA
2213
Burt Wealth Advisors
Maryland
$549K -$26.2K -181 -5%
CFSG
2214
Community Financial Services Group
Vermont
$549K -$1.88K -13 -0.4%
RAM
2215
Riggs Asset Management
Pennsylvania
$549K
WI
2216
Wintrust Investments
Illinois
$548K -$4.45M -30,725 -91%
1WM
2217
1858 Wealth Management
Ohio
$548K +$81.1K +560 +21%
CFG
2218
Copley Financial Group
California
$546K +$464K +3,206 New
NCM
2219
Noesis Capital Mangement
Florida
$545K +$6.81K +47 +1%
BC
2220
Brio Consultants
California
$544K +$28.7K +198 +7%
PNAA
2221
Pictet North America Advisors
Switzerland
$544K
BPFA
2222
Barnes Pettey Financial Advisors
Mississippi
$543K
NWA
2223
New World Advisors
Massachusetts
$542K +$461K +3,183 New
AW
2224
Atlas Wealth
Ohio
$542K -$461K -3,182 -50%
D
2225
Diversified
Delaware
$542K +$869 +6 +0.2%

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.