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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
ZIC
201
ZWJ Investment Counsel
Georgia
$89.1M -$1.03M -7,086 -1%
RAM
202
Resona Asset Management
Japan
$88.8M -$774K -5,346 -1%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$88.5M -$953K -6,577 -1%
CS
204
Cannell & Spears
New York
$85.8M -$4.37M -30,139 -6%
CS
205
Clear Street
New York
$85.2M
HNB
206
Huntington National Bank
Ohio
$85.1M +$15.2M +104,769 +27%
BCIM
207
British Columbia Investment Management
British Columbia, Canada
$84.9M -$3.94M -27,170 -5%
CIBC World Market
208
CIBC World Market
Ontario, Canada
$84.6M +$29.7M +205,073 +70%
NA
209
NewEdge Advisors
Louisiana
$84.6M +$246K +1,700 +0.3%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$83.3M -$4.25M -29,311 -6%
APG Asset Management
211
APG Asset Management
Netherlands
$83.2M -$175M -1,211,489 -69%
MIM
212
MetLife Investment Management
New Jersey
$82.9M -$1.59M -10,965 -2%
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$82.5M -$21.4M -147,881 -23%
PCH
214
Polar Capital Holdings
United Kingdom
$82.3M +$48.2M +332,831 +221%
ASRS
215
Arizona State Retirement System
Arizona
$80.9M -$503K -3,472 -0.7%
PI
216
PineBridge Investments
New York
$80.4M -$35.8M -246,879 -34%
UM
217
UniSuper Management
Australia
$74.3M +$3.07M +21,187 +5%
SOMRS
218
State of Michigan Retirement System
Michigan
$74.2M -$188K -1,300 -0.3%
BTCPP
219
Border to Coast Pensions Partnership
United Kingdom
$73.7M +$2.68M +18,495 +4%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$73.6M +$1.93M +13,347 +3%
SSM
221
Sound Shore Management
Connecticut
$72.3M -$36.2M -250,009 -37%
Vontobel Holding
222
Vontobel Holding
Switzerland
$72.3M -$4.26M -29,436 -6%
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$72M +$961K +6,633 +2%
CF
224
Corebridge Financial
Texas
$71.9M -$1.89M -13,068 -3%
PW
225
Peninsula Wealth
California
$71.7M +$11.6M +80,040 +24%

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.