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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
DE
2226
Diversified Enterprises
Delaware
$542K +$461K +3,182 New
GC
2227
Gilbert & Cook
Iowa
$541K +$724 +5 +0.2%
MKA
2228
M. Kulyk & Associates
Georgia
$540K -$20.9K -144 -4%
CIM
2229
Contravisory Investment Management
Massachusetts
$539K +$455K +3,144 +14,291%
SDH
2230
Sloy Dahl & Holst
Washington
$538K
MWA
2231
Meridian Wealth Advisors
Texas
$538K +$44.6K +308 +11%
SIS
2232
Sound Income Strategies
Florida
$538K +$81.3K +561 +22%
AA
2233
Advisory Alpha
Michigan
$538K +$196K +1,354 +75%
DTL
2234
Dynamic Technology Lab
Singapore
$538K -$495K -3,418 -52%
WCF
2235
West Coast Financial
California
$537K
WP
2236
WealthPLAN Partners
Nebraska
$537K -$41.3K -285 -8%
MHIC
2237
Marble Harbor Investment Counsel
Massachusetts
$537K
GEA
2238
Glen Eagle Advisors
New Jersey
$536K +$145 +1 +0%
MAG
2239
M3 Advisory Group
Massachusetts
$534K +$3.19K +22 +0.7%
GJIA
2240
Glass Jacobson Investment Advisors
Maryland
$533K +$140K +968 +45%
HPM
2241
Hoxton Planning & Management
West Virginia
$533K -$22.2K -153 -5%
FBT
2242
First Bank & Trust
South Dakota
$533K -$8.98K -62 -2%
WF
2243
WoodTrust Financial
Wisconsin
$532K -$152K -1,052 -25%
CPRC
2244
Consolidated Portfolio Review Corp
New York
$532K -$11.6K -80 -2%
MWP
2245
Madison Wealth Partners
Wisconsin
$530K
RFP
2246
Root Financial Partners
California
$530K +$37.1K +256 +9%
IPW
2247
Impact Partnership Wealth
Georgia
$530K +$17.4K +120 +4%
BFA
2248
Brendel Financial Advisors
New Hampshire
$530K
IA
2249
Insight Advisors
Pennsylvania
$529K -$5.36K -37 -1%
WPP
2250
Whalerock Point Partners
Rhode Island
$526K +$3.04K +21 +0.7%

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.