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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
BBPWM
2276
Blue Bell Private Wealth Management
Pennsylvania
$373K +$621 +5 +0.2%
SWA
2277
Sax Wealth Advisors
New Jersey
$373K +$94.8K +763 +41%
MWM
2278
Marietta Wealth Management
Georgia
$372K +$327K +2,634 New
FC
2279
Family CFO
California
$372K
AIFAIM
2280
American Institute for Advanced Investment Management
Arizona
$370K
IP
2281
Ignite Planners
California
$369K +$5.22K +42 +2%
6F
2282
626 Financial
Michigan
$368K +$248 +2 +0.1%
EBA
2283
Eagle Bay Advisors
New York
$368K -$1.37K -11 -0.4%
AGC
2284
Aspen Grove Capital
Colorado
$367K -$14.4K -116 -4%
CB
2285
Community Bank
New York
$367K -$24.8K -200 -7%
SRC
2286
Shufro Rose & Co
New York
$367K
DWA
2287
Delos Wealth Advisors
Texas
$367K +$310K +2,500 +2,551%
SIS
2288
Sound Income Strategies
Florida
$367K -$119K -962 -27%
JHCP
2289
Jackson Hole Capital Partners
Oklahoma
$366K
HTHT
2290
Hemenway Trust Hemenway Trust
New Hampshire
$366K +$621 +5 +0.2%
FC
2291
Financial Council
Maryland
$366K
AIM
2292
Athena Investment Management
California
$366K -$11.4K -92 -3%
SC
2293
Shearwater Capital
Colorado
$365K +$36.6K +295 +13%
AWA
2294
Alta Wealth Advisors
Massachusetts
$364K +$497 +4 +0.2%
KFS
2295
Kelly Financial Services
Massachusetts
$364K +$248 +2 +0.1%
PRWA
2296
Platte River Wealth Advisors
Colorado
$364K -$62.1K -500 -16%
UWM
2297
USAdvisors Wealth Management
Minnesota
$363K -$3.1K -25 -1%
DI
2298
DDFG Inc
California
$363K +$248 +2 +0.1%
HP
2299
Hyperion Partners
Pennsylvania
$362K +$15.3K +123 +5%
RB
2300
Rodgers Brothers
Pennsylvania
$362K +$21.6K +174 +7%

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.