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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
PAMG
2376
Patton Albertson Miller Group
Tennessee
$429K
DWA
2377
Delos Wealth Advisors
Texas
$426K -$14.2K -98 -4%
WCM
2378
Washington Capital Management
Washington
$426K
FL
2379
FreeGulliver LLC
Louisiana
$426K +$2.9K +20 +0.8%
JWA
2380
JFS Wealth Advisors
Pennsylvania
$426K +$1.3K +9 +0.4%
TCM
2381
Towercrest Capital Management
Pennsylvania
$426K
FWP
2382
Falcon Wealth Planning
California
$425K +$12.3K +85 +4%
AIM
2383
Athena Investment Management
California
$424K -$14.5K -100 -4%
EFG
2384
Embree Financial Group
Illinois
$424K -$10.9K -75 -3%
EBA
2385
Eagle Bay Advisors
New York
$424K -$17.4K -120 -5%
DP
2386
Dearborn Partners
Illinois
$423K
SCA
2387
Sandy Cove Advisors
Massachusetts
$423K +$6.95K +48 +2%
CGFA
2388
Colton Groome Financial Advisors
North Carolina
$423K -$10.9K -75 -3%
CIA
2389
Compass Ion Advisors
Pennsylvania
$419K -$869 -6 -0.2%
FCB
2390
First County Bank
Connecticut
$418K -$32.6K -225 -8%
SWA
2391
Strata Wealth Advisors
Texas
$418K +$6.08K +42 +2%
FNWA
2392
Financial Network Wealth Advisors
Utah
$417K +$84.9K +586 +32%
FCMT
2393
Founders Capital Management (Texas)
Texas
$416K
WTA
2394
Washington Trust Advisors
Massachusetts
$416K +$43.5K +300 +14%
RFA
2395
Resurgent Financial Advisors
Georgia
$416K -$33.9K -234 -9%
NAS
2396
NWF Advisory Services
California
$415K +$34.8K +240 +11%
IIC
2397
Ironwood Investment Counsel
Arizona
$415K
RMAM
2398
Raab & Moskowitz Asset Management
New Jersey
$413K +$28.2K +195 +9%
FBB
2399
Fulton Breakefield Broenniman
Maryland
$413K
FFC
2400
First Financial Corp
Indiana
$412K

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.