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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
BWM
2426
BlackDiamond Wealth Management
New York
$403K +$41K +283 +15%
ACP
2427
Aveo Capital Partners
Colorado
$403K +$73.1K +505 +27%
CAM
2428
Claret Asset Management
Quebec, Canada
$402K -$18.1K -125 -5%
JC
2429
Jentner Corp
Ohio
$402K +$10.1K +70 +3%
IAS
2430
Investment Advisory Services
Texas
$401K +$8.69K +60 +3%
TI
2431
TTP Investments
California
$400K +$724 +5 +0.2%
UWM
2432
USAdvisors Wealth Management
Minnesota
$400K -$29.4K -203 -8%
BFA
2433
Buttonwood Financial Advisors
Maryland
$400K +$2.46K +17 +0.7%
AGC
2434
Aspen Grove Capital
Colorado
$399K -$37.4K -258 -10%
EWM
2435
Endowment Wealth Management
Wisconsin
$398K -$11.7K -81 -3%
RA
2436
Riverstone Advisors
Texas
$397K
GWM
2437
Greenhouse Wealth Management
Connecticut
$397K
LG
2438
LaFleur & Godfrey
Michigan
$396K
WAM
2439
Werlinich Asset Management
Connecticut
$396K
PCA
2440
Peddock Capital Advisors
Massachusetts
$394K
CWM
2441
Centurion Wealth Management
Virginia
$394K +$335K +2,314 New
CWA
2442
CJM Wealth Advisers
Virginia
$393K
CAM
2443
CPA Asset Management
Florida
$392K
AFA
2444
American Financial Advisors
Georgia
$392K +$290 +2 +0.1%
FDS
2445
First Dallas Securities
Texas
$392K
AWM
2446
Aprio Wealth Management
Georgia
$392K +$30.3K +209 +10%
FWM
2447
ForthRight Wealth Management
Georgia
$392K
SF
2448
Safeguard Financial
Wisconsin
$391K -$1.01K -7 -0.3%
WFS
2449
Widmann Financial Services
Maryland
$390K -$4.78K -33 -1%
LA
2450
LexAurum Advisors
Kansas
$389K +$45.6K +315 +16%

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.