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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
FL
2326
FreeGulliver LLC
Louisiana
$350K +$308K +2,480 New
LA
2327
Latitude Advisors
Florida
$348K -$4.59K -37 -1%
CHA
2328
Carmichael Hill & Associates
Maryland
$347K +$1.24K +10 +0.4%
TCWA
2329
Turtle Creek Wealth Advisors
Texas
$347K +$64.3K +518 +27%
WSCM
2330
Wellington Shields Capital Management
New York
$345K +$130K +1,049 +75%
CMTU
2331
Capital Markets Trading (UK)
United Kingdom
$345K -$457K -3,680 -60%
FCMT
2332
Founders Capital Management (Texas)
Texas
$345K
SCA
2333
Sandy Cove Advisors
Massachusetts
$344K +$6.58K +53 +2%
IIC
2334
Ironwood Investment Counsel
Arizona
$344K -$41.2K -332 -12%
NI
2335
Nepsis Inc
Minnesota
$343K
FBB
2336
Fulton Breakefield Broenniman
Maryland
$342K -$2.36K -19 -0.8%
BI
2337
Berkeley Inc
Idaho
$342K
FFC
2338
First Financial Corp
Indiana
$342K -$31.7K -255 -10%
PI
2339
Pachira Investments
California
$342K -$25.1K -202 -8%
SWM
2340
Segment Wealth Management
Texas
$341K
EWM
2341
Endowment Wealth Management
Wisconsin
$341K +$124 +1 +0%
FA
2342
FSA Advisors
Michigan
$341K +$1.86K +15 +0.6%
BLC
2343
Brown, Lisle/Cummings
Rhode Island
$340K +$46.6K +375 +18%
SWA
2344
Strata Wealth Advisors
Texas
$340K +$99.3K +800 +50%
FWP
2345
Falcon Wealth Planning
California
$340K +$299K +2,408 New
HWM
2346
Horizon Wealth Management
Illinois
$339K -$21.6K -174 -7%
APW
2347
Acima Private Wealth
Virginia
$339K
MIP
2348
Marietta Investment Partners
Wisconsin
$339K
NFW
2349
Noble Family Wealth
Florida
$339K
WIC
2350
Wilkins Investment Counsel
Massachusetts
$339K

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.