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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
TBC
2251
Ted Buchan & Co
California
$386K
LSC
2252
Lesa Sroufe & Co
Washington
$386K
AWCI
2253
Alpine Woods Capital Investors
New York
$386K -$2.58M -20,751 -88%
HGA
2254
Hobbs Group Advisors
South Carolina
$386K +$339K +2,731 New
FA
2255
Fermata Advisors
California
$384K -$39.4K -317 -10%
MSWM
2256
McGlone Suttner Wealth Management
Wisconsin
$384K -$22.9K -184 -5%
SIC
2257
Shoker Investment Counsel
Ohio
$383K +$8.57K +69 +3%
NEWAS
2258
N.E.W. Advisory Services
Wisconsin
$383K -$6.58K -53 -2%
QPW
2259
Quantum Private Wealth
Florida
$383K +$30.4K +245 +10%
PAWA
2260
Palo Alto Wealth Advisors
California
$381K +$1.12K +9 +0.3%
SWIM
2261
Smallwood Wealth Investment Management
New Jersey
$380K +$373 +3 +0.1%
OWA
2262
ORBA Wealth Advisors
Illinois
$379K +$60K +483 +22%
LWCFA
2263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$379K +$17.9K +144 +6%
THL
2264
Tillman Hartley LLC
Colorado
$379K
FCB
2265
First County Bank
Connecticut
$378K -$16.4K -132 -5%
Members Trust
2266
Members Trust
Florida
$378K -$51.9K -418 -14%
RFA
2267
Resurgent Financial Advisors
Georgia
$378K +$1.24K +10 +0.4%
ICM
2268
IMS Capital Management
Oregon
$377K +$124 +1 +0%
PCMC
2269
Private Capital Management (Colorado)
Colorado
$377K +$17.5K +141 +6%
CWM
2270
Cahaba Wealth Management
Georgia
$377K -$43.8K -353 -12%
OA
2271
Oxbow Advisors
Texas
$376K
VAM
2272
Vienna Asset Management
California
$376K -$37.9K -305 -10%
PHAM
2273
Palisades Hudson Asset Management
Florida
$375K -$66.3K -534 -17%
1WM
2274
1858 Wealth Management
Ohio
$375K -$100K -805 -23%
GWSG
2275
GPS Wealth Strategies Group
Colorado
$374K +$3.85K +31 +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.