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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
WMWM
2426
Whitaker-Myers Wealth Managers
Ohio
$304K +$267K +2,153 New
TDC
2427
Thompson Davis & Co
Virginia
$304K +$59K +475 +28%
AOG
2428
Alpha Omega Group
Virginia
$303K +$266K +2,146 New
CT
2429
ClearAlpha Technologies
Connecticut
$303K -$602K -4,845 -69%
DA
2430
DSC Advisors
Illinois
$303K -$21.9K -176 -8%
KFS
2431
Kurt F. Somerville
$303K
1IA
2432
1620 Investment Advisors
Massachusetts
$303K +$257K +2,068 +2,757%
WTA
2433
Washington Trust Advisors
Massachusetts
$302K
CL
2434
CIM LLC
New York
$300K
GGA
2435
Granite Group Advisors
Connecticut
$300K -$321K -2,585 -55%
FNC
2436
First National Corp
Massachusetts
$300K
HNWAG
2437
High Net Worth Advisory Group
Florida
$300K
TCOTS
2438
Trust Company of the South
North Carolina
$298K
SWG
2439
Summit Wealth Group
Vermont
$298K +$2.48K +20 +1%
AHL
2440
Abel Hall LLC
Louisiana
$298K +$14.4K +116 +6%
TC
2441
Truvestments Capital
Florida
$298K +$3.6K +29 +1%
ODG
2442
O'Dell Group
Ohio
$297K
KPPF
2443
Klein Pavlis & Peasley Financial
California
$297K -$10.8K -87 -4%
TAM
2444
Taurus Asset Management
New York
$297K
BPWM
2445
Black Point Wealth Management
Florida
$297K +$261K +2,100 New
AA
2446
AlphaMark Advisors
Kentucky
$296K +$24.8K +200 +11%
AWAG
2447
ARS Wealth Advisors Group
Florida
$296K +$248 +2 +0.1%
JWS
2448
Juncture Wealth Strategies
Arizona
$296K
WAL
2449
W Advisors LLC
Tennessee
$296K +$1.74K +14 +0.7%
AWM
2450
Aprio Wealth Management
Georgia
$295K -$15.3K -123 -6%

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.