We are live on ! Find out more
ORCL icon

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
SIC
2326
Shoker Investment Counsel
Ohio
$463K +$869 +6 +0.2%
ICM
2327
IMS Capital Management
Oregon
$462K
OA
2328
Oxbow Advisors
Texas
$462K +$6.95K +48 +2%
GFA
2329
Gallagher Fiduciary Advisors
Illinois
$460K -$57.9K -400 -13%
CWM
2330
Cahaba Wealth Management
Georgia
$459K +$3.62K +25 +0.9%
SL
2331
Summitry LLC
California
$458K +$389K +2,687 New
OWA
2332
ORBA Wealth Advisors
Illinois
$457K
THL
2333
Tillman Hartley LLC
Colorado
$457K
EC
2334
EdgeRock Capital
Colorado
$456K +$287K +1,983 +287%
CPA
2335
Capital Performance Advisors
California
$455K +$175K +1,208 +82%
HIA
2336
HTG Investment Advisors
Connecticut
$455K -$77.9K -538 -17%
PB
2337
Pinnacle Bancorp
Nebraska
$455K +$24.2K +167 +7%
WPA
2338
West Paces Advisors
Georgia
$454K -$17.1K -118 -4%
TCWA
2339
Turtle Creek Wealth Advisors
Texas
$454K +$30.3K +209 +9%
PHAM
2340
Palisades Hudson Asset Management
Florida
$453K
TFIPS
2341
Towarzystwo Funduszy Inwestycyjnych PZU SA
$452K +$17.4K +120 +5%
MWM
2342
Marietta Wealth Management
Georgia
$449K
COCM
2343
Charter Oak Capital Management
New Hampshire
$449K +$150K +1,033 +65%
FC
2344
Family CFO
California
$448K
AIFAIM
2345
American Institute for Advanced Investment Management
Arizona
$447K
CJH
2346
Christopher J. Hasenberg
Wisconsin
$447K
RWM
2347
RKL Wealth Management
Pennsylvania
$446K +$86.3K +596 +29%
LWCFA
2348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$446K -$14.2K -98 -4%
HCM
2349
Hilton Capital Management
New York
$446K -$7.24M -50,007 -95%
6F
2350
626 Financial
Michigan
$445K +$145 +1 +0%

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.