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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
CVA
2276
Central Valley Advisors
California
$509K +$433K +2,990 New
SFG
2277
Snider Financial Group
Washington
$508K +$5.94K +41 +1%
PGA
2278
Portland Global Advisors
Maine
$507K -$3.62K -25 -0.8%
SC
2279
Stephens Consulting
Michigan
$507K -$156K -1,075 -27%
PWM
2280
Paulson Wealth Management
Illinois
$505K
HGA
2281
Hobbs Group Advisors
South Carolina
$504K +$32.7K +226 +8%
SGCA
2282
Steel Grove Capital Advisors
Tennessee
$501K +$20.1K +139 +5%
CSPAM
2283
Cary Street Partners Asset Management
Virginia
$499K -$9.85K -68 -2%
MA
2284
Mezzasalma Advisors
New Jersey
$499K +$23.3K +161 +6%
CA
2285
CWC Advisors
Oregon
$497K +$423K +2,917 New
JF
2286
JSF Financial
California
$497K +$4.2K +29 +1%
TCM
2287
Traynor Capital Management
Pennsylvania
$496K +$20K +138 +5%
HCC
2288
Hirtle Callaghan & Co
Pennsylvania
$494K +$420K +2,900 New
CF
2289
Cantor Fitzgerald
New York
$494K +$420K +2,897 New
GSIS
2290
Global Strategic Investment Solutions
Arizona
$493K -$29.7K -205 -7%
SSW
2291
Stone Summit Wealth
Florida
$492K -$22K -152 -5%
I
2292
INVST
Indiana
$492K -$70.1K -484 -14%
AFG
2293
ABLE Financial Group
Arizona
$491K +$290 +2 +0.1%
Wolverine Trading
2294
Wolverine Trading
Illinois
$491K -$2.26M -15,575 -84%
PI
2295
Pachira Investments
California
$490K +$66.3K +458 +19%
PRWA
2296
Platte River Wealth Advisors
Colorado
$490K +$43.5K +300 +12%
EL
2297
Essex LLC
Illinois
$489K +$145 +1 +0%
FCG
2298
Financial Connections Group
California
$488K -$5.79K -40 -1%
EWM
2299
Executive Wealth Management
Michigan
$488K +$18K +124 +5%
CIS
2300
Custom Index Systems
New York
$487K +$414K +2,860 New

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.