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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
MLFP
2451
MPS Loria Financial Planners
Illinois
$388K +$724 +5 +0.2%
SC
2452
Seldon Capital
California
$386K
RI
2453
Rinkey Investments
California
$385K
NF
2454
NavPoint Financial
Minnesota
$383K
CFS
2455
Commonwealth Financial Services
West Virginia
$382K +$331K +2,286 New
CVM
2456
Cheviot Value Management
California
$382K
NA
2457
Navellier & Associates
Nevada
$381K -$44.6K -308 -12%
HIIFS
2458
Harel Insurance Investments & Financial Services
Israel
$381K +$3.19K +22 +1%
CCAM
2459
Cascades Capital Asset Management
North Carolina
$381K +$324K +2,236 New
SSWG
2460
Seven Springs Wealth Group
Tennessee
$381K
W
2461
Wealthquest
Ohio
$380K
JE
2462
JMAC Enterprises
Pennsylvania
$379K -$8.4K -58 -3%
MA
2463
MBA Advisors
Pennsylvania
$378K -$8.11K -56 -2%
BFWA
2464
Benchmark Financial Wealth Advisors
Florida
$378K +$322K +2,220 New
GC
2465
Gibson Capital
Pennsylvania
$377K
GA
2466
GSG Advisors
New Jersey
$377K +$32.6K +225 +11%
HBS
2467
Howard Bailey Securities
Indiana
$377K +$320K +2,210 New
BFC
2468
Blue Fin Capital
Rhode Island
$376K
FMP
2469
Financial Management Professionals
Texas
$375K -$9.71K -67 -3%
WHCI
2470
W.H. Cornerstone Investments
Massachusetts
$375K +$869 +6 +0.3%
SWM
2471
Shelton Wealth Management
Texas
$375K +$869 +6 +0.3%
ODFS
2472
O'Donnell Financial Services
California
$374K
PBF
2473
Petix & Botte Financial
California
$374K
GPI
2474
General Partner Inc
Pennsylvania
$373K
CG
2475
Clifford Group
Massachusetts
$373K +$290 +2 +0.1%

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.