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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
OCM
2351
Objective Capital Management
Ohio
$444K +$378K +2,607 New
OCBCO
2352
Oversea-Chinese Banking Corp (OCBC)
Singapore
$443K +$377K +2,603 New
BCMLT
2353
Beacon Capital Management LLC (Tennessee)
Tennessee
$443K +$46.9K +324 +14%
UOTTAIMCU
2354
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$442K -$697K -4,811 -65%
JHCP
2355
Jackson Hole Capital Partners
Oklahoma
$442K
SWIM
2356
Smallwood Wealth Investment Management
New Jersey
$442K -$14.9K -103 -4%
FC
2357
Financial Council
Maryland
$441K
SC
2358
Shearwater Capital
Colorado
$440K
SLG
2359
Stanley-Laman Group
Pennsylvania
$440K +$113K +783 +44%
TAM
2360
Titleist Asset Management
Texas
$439K -$246K -1,697 -40%
KFS
2361
Kelly Financial Services
Massachusetts
$439K
UB
2362
Umpqua Bank
Oregon
$438K +$9.99K +69 +3%
DI
2363
DDFG Inc
California
$438K +$290 +2 +0.1%
TAM
2364
Taurus Asset Management
New York
$438K +$67.8K +468 +22%
RB
2365
Rodgers Brothers
Pennsylvania
$437K
JCM
2366
Jag Capital Management
Missouri
$437K
SCM
2367
Stonehearth Capital Management
Massachusetts
$437K
HP
2368
Hyperion Partners
Pennsylvania
$436K -$1.01K -7 -0.3%
SGI
2369
Summit Global Investments
Utah
$436K +$370K +2,557 New
CHA
2370
Carmichael Hill & Associates
Maryland
$435K +$14.1K +97 +4%
IWA
2371
Inspirion Wealth Advisors
Illinois
$434K
SAM
2372
Seelaus Asset Management
New Jersey
$433K -$124K -855 -25%
LA
2373
Latitude Advisors
Florida
$433K +$10.4K +72 +3%
AA
2374
Apriem Advisors
California
$432K -$2.9K -20 -0.8%
BO
2375
Bank OZK
Arkansas
$432K +$66.8K +461 +22%

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.