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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
MFWP
2401
Mosaic Family Wealth Partners
Missouri
$412K +$4.34K +30 +1%
WCG
2402
Weaver Consulting Group
California
$412K -$13.2K -91 -4%
SWM
2403
Segment Wealth Management
Texas
$412K
Members Trust
2404
Members Trust
Florida
$411K -$38.5K -266 -10%
BLC
2405
Brown, Lisle/Cummings
Rhode Island
$411K
LAM
2406
Lakewood Asset Management
Illinois
$410K -$20.9K -144 -6%
JCM
2407
Jacobsen Capital Management
Utah
$410K +$2.75K +19 +0.8%
HWM
2408
Horizon Wealth Management
Illinois
$409K
NWM
2409
Northwest Wealth Management
Iowa
$409K +$2.03K +14 +0.6%
CB
2410
Community Bank
New York
$409K -$29K -200 -8%
APW
2411
Acima Private Wealth
Virginia
$409K
MIP
2412
Marietta Investment Partners
Wisconsin
$409K
NFW
2413
Noble Family Wealth
Florida
$409K
WIC
2414
Wilkins Investment Counsel
Massachusetts
$409K
MSK
2415
Melissa S. Kampmann
$408K +$347K +2,395 New
LFG
2416
Lazard Frères Gestion
France
$408K
MWP
2417
Meridian Wealth Partners
Pennsylvania
$408K -$50.1K -346 -13%
HTHT
2418
Hemenway Trust Hemenway Trust
New Hampshire
$407K -$29K -200 -8%
BWCS
2419
Beirne Wealth Consulting Services
Connecticut
$407K
FA
2420
FSA Advisors
Michigan
$407K -$1.01K -7 -0.3%
VCM
2421
Virtue Capital Management
Tennessee
$406K -$109K -750 -24%
PAWA
2422
Palo Alto Wealth Advisors
California
$406K -$53.2K -367 -14%
CG
2423
CFO4Life Group
Texas
$405K +$2.61K +18 +0.8%
ODG
2424
O'Dell Group
Ohio
$404K +$724 +5 +0.2%
WSCM
2425
Wellington Shields Capital Management
New York
$403K -$11.2K -77 -3%

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.