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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
DA
2376
Dash Acquisitions
California
$325K -$6.95K -56 -2%
FWM
2377
ForthRight Wealth Management
Georgia
$324K
IAS
2378
Investment Advisory Services
Texas
$324K +$8.07K +65 +3%
JC
2379
Jentner Corp
Ohio
$323K +$993 +8 +0.4%
JE
2380
JMAC Enterprises
Pennsylvania
$323K -$1.74K -14 -0.6%
RFG
2381
Range Financial Group
Oregon
$322K +$25.1K +202 +10%
MA
2382
MBA Advisors
Pennsylvania
$321K -$17.4K -140 -6%
W
2383
Wealthquest
Ohio
$321K +$6.21K +50 +2%
BCMLT
2384
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K -$1.86K -15 -0.7%
MLFP
2385
MPS Loria Financial Planners
Illinois
$321K +$621 +5 +0.2%
CWM
2386
Compass Wealth Management
Connecticut
$320K +$86.9K +700 +45%
FMP
2387
Financial Management Professionals
Texas
$320K +$1.86K +15 +0.7%
T
2388
TCWP
Ohio
$320K -$248 -2 -0.1%
SC
2389
Seldon Capital
California
$320K
RI
2390
Rinkey Investments
California
$319K
TWM
2391
Tanager Wealth Management
United Kingdom
$318K +$16.9K +136 +6%
NF
2392
NavPoint Financial
Minnesota
$317K
VCG
2393
Vantage Consulting Group
Virginia
$317K -$71K -572 -20%
GA
2394
Greenspring Advisors
Maryland
$317K
CVM
2395
Cheviot Value Management
California
$316K
AWS
2396
Arkfeld Wealth Strategies
Nebraska
$316K
SSWG
2397
Seven Springs Wealth Group
Tennessee
$316K
FPGT
2398
Financial Partners Group (Tennessee)
Tennessee
$316K +$32.5K +262 +13%
RMAM
2399
Raab & Moskowitz Asset Management
New Jersey
$315K
FUBT
2400
First United Bank & Trust
Maryland
$314K

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.