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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
SAA
2251
Southeast Asset Advisors
Georgia
$525K +$145 +1 +0%
AIM
2252
Aspen Investment Management
Michigan
$524K +$145 +1 +0%
WA
2253
WP Advisors
California
$524K -$2.17M -14,991 -83%
ODIJL
2254
One Day In July LLC
Vermont
$524K +$7.1K +49 +2%
HNWA
2255
Henrickson Nauta Wealth Advisors
Michigan
$524K +$2.46K +17 +0.6%
OWP
2256
ORG Wealth Partners
Texas
$523K +$445K +3,069 New
AO
2257
Advisor OS
Illinois
$523K +$47.8K +330 +12%
IP
2258
Ignite Planners
California
$522K +$74.6K +515 +20%
BFA
2259
Brown Financial Advisors
Ohio
$522K -$443K -3,060 -50%
AIA
2260
Arbor Investment Advisors
North Carolina
$521K
TFG
2261
Tilson Financial Group
New Jersey
$521K
SWM
2262
Silverlake Wealth Management
Vermont
$521K -$1.01K -7 -0.2%
CSC
2263
Caldwell Sutter Capital
California
$519K
DCM
2264
Donaldson Capital Management
Indiana
$519K -$11K -76 -2%
UL
2265
Unionview LLC
Washington
$516K -$11.4K -79 -3%
LA
2266
LVW Advisors
New York
$515K +$95.2K +657 +28%
IIA
2267
ICW Investment Advisors
Arizona
$514K +$22.3K +154 +5%
CP
2268
Creekside Partners
California
$513K
CBA
2269
Coastal Bridge Advisors
Connecticut
$512K +$2.46K +17 +0.6%
TWA
2270
Talisman Wealth Advisors
New Jersey
$511K +$3.62K +25 +0.8%
AAM
2271
AR Asset Management
California
$511K
CFS
2272
CGC Financial Services
Oregon
$510K -$4.34K -30 -1%
HCP
2273
Hexagon Capital Partners
Arkansas
$510K -$21.3K -147 -5%
FA
2274
Fermata Advisors
California
$510K +$39.4K +272 +10%
CMS
2275
Capital Market Strategies
Florida
$510K +$17.4K +120 +4%

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.