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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
CMS
2226
Capital Market Strategies
Florida
$405K -$1.24K -10 -0.3%
RFG
2227
RFP Financial Group
Georgia
$405K +$9.31K +75 +3%
EL
2228
Essex LLC
Illinois
$405K +$12.7K +102 +4%
IIA
2229
ICW Investment Advisors
Arizona
$404K +$3.97K +32 +1%
RFP
2230
Root Financial Partners
California
$403K +$29.3K +236 +9%
CWM
2231
Campbell Wealth Management
Virginia
$403K +$497 +4 +0.1%
MWA
2232
Meridian Wealth Advisors
Texas
$403K +$5.22K +42 +1%
RWA
2233
Redhawk Wealth Advisors
Minnesota
$402K +$354K +2,848 New
WH
2234
Willner & Heller
California
$401K +$1.12K +9 +0.3%
OFS
2235
Orrstown Financial Services
Pennsylvania
$401K +$37.3K +300 +12%
SGCA
2236
Steel Grove Capital Advisors
Tennessee
$400K +$8.44K +68 +2%
AFAS
2237
Acorn Financial Advisory Services
Virginia
$395K +$2.36K +19 +0.7%
AFT
2238
Alpha Family Trust
California
$395K
FRA
2239
Front Row Advisors
California
$395K +$3.48K +28 +1%
IWP
2240
IAG Wealth Partners
Wisconsin
$395K +$5.22K +42 +2%
ASFA
2241
All Season Financial Advisors
Colorado
$393K +$346K +2,783 New
WPA
2242
West Paces Advisors
Georgia
$393K
TCM
2243
Traynor Capital Management
Pennsylvania
$391K +$42.8K +345 +14%
BWP
2244
Barlow Wealth Partners
Kentucky
$391K -$51.4K -414 -13%
RWMH
2245
Riverpoint Wealth Management Holdings
Illinois
$391K +$1.24K +10 +0.4%
MA
2246
Mezzasalma Advisors
New Jersey
$391K +$82.6K +665 +32%
CAS
2247
Coppell Advisory Solutions
Texas
$391K +$344K +2,767 New
MWP
2248
Meridian Wealth Partners
Pennsylvania
$387K +$18.4K +148 +6%
EWM
2249
Executive Wealth Management
Michigan
$387K -$4.1K -33 -1%
AO
2250
Advisor OS
Illinois
$386K -$373 -3 -0.1%

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.