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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
WCM
2301
Wedge Capital Management
North Carolina
$487K -$12K -83 -3%
FCFC
2302
First Citizens Financial Corp
Iowa
$487K -$6.23K -43 -1%
WH
2303
Willner & Heller
California
$485K +$1.3K +9 +0.3%
ME
2304
McIlrath & Eck
Washington
$485K -$52.9K -365 -11%
HFP
2305
Holistic Financial Partners
Indiana
$485K -$78.8K -544 -16%
CG
2306
Cynosure Group
Utah
$482K -$72K -497 -15%
BWP
2307
Barlow Wealth Partners
Kentucky
$479K
OAS
2308
Optivise Advisory Services
Tennessee
$479K -$62.6K -432 -13%
AFT
2309
Alpha Family Trust
California
$477K
WMWM
2310
Whitaker-Myers Wealth Managers
Ohio
$477K +$93.4K +645 +30%
KWM
2311
Kolinsky Wealth Management
New Jersey
$476K +$42K +290 +12%
TCMP
2312
Thrive Capital Management (Pennsylvania)
Pennsylvania
$476K -$40.3K -278 -9%
OTPPB
2313
Ontario Teachers' Pension Plan Board
Ontario, Canada
$476K -$814K -5,622 -67%
RWMH
2314
Riverpoint Wealth Management Holdings
Illinois
$473K +$1.16K +8 +0.3%
AFAS
2315
Acorn Financial Advisory Services
Virginia
$471K -$5.07K -35 -1%
NEWAS
2316
N.E.W. Advisory Services
Wisconsin
$471K +$7.82K +54 +2%
IWP
2317
IAG Wealth Partners
Wisconsin
$469K -$6.08K -42 -2%
PHS
2318
Pekin Hardy Strauss
Illinois
$468K -$171K -1,180 -30%
TBC
2319
Ted Buchan & Co
California
$466K
LSC
2320
Lesa Sroufe & Co
Washington
$466K
VCWA
2321
Vanguard Capital Wealth Advisors
Colorado
$466K -$750K -5,178 -65%
ASFA
2322
All Season Financial Advisors
Colorado
$465K -$7.53K -52 -2%
SCA
2323
Stokes Capital Advisors
South Carolina
$465K +$395K +2,728 New
BBPWM
2324
Blue Bell Private Wealth Management
Pennsylvania
$464K +$12K +83 +3%
GWSG
2325
GPS Wealth Strategies Group
Colorado
$464K +$10.4K +72 +3%

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.