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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.6B +$241M +1,938,104 +1%
BlackRock
2
BlackRock
New York
$18.2B +$561M +4,516,032 +4%
State Street
3
State Street
Massachusetts
$9.69B +$122M +983,822 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.65B +$1.51B +12,120,223 +43%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.65B +$76.3M +614,714 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.83B +$130M +1,047,465 +3%
Morgan Stanley
7
Morgan Stanley
New York
$3.04B +$185M +1,493,751 +7%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$2.69B +$13.3M +107,442 +0.6%
Fisher Asset Management
9
Fisher Asset Management
Washington
$2.48B -$41.5M -334,021 -2%
Northern Trust
10
Northern Trust
Illinois
$2.46B -$2.04M -16,418 -0.1%
Franklin Resources
11
Franklin Resources
California
$2.27B -$263M -2,116,317 -12%
Bank of America
12
Bank of America
North Carolina
$2.2B +$43.7M +351,649 +2%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$2.06B +$209M +1,681,783 +13%
Goldman Sachs
14
Goldman Sachs
New York
$2.03B +$178M +1,433,980 +11%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$1.99B -$8.5M -68,415 -0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.82B -$40.4M -325,531 -2%
Primecap Management
17
Primecap Management
California
$1.81B -$29.2M -234,981 -2%
Capital World Investors
18
Capital World Investors
California
$1.79B -$717M -5,775,257 -31%
Charles Schwab
19
Charles Schwab
California
$1.72B +$20.7M +166,594 +1%
Capital Research Global Investors
20
Capital Research Global Investors
California
$1.63B +$1.44B +11,571,987 New
Norges Bank
21
Norges Bank
Norway
$1.57B +$46.5M +374,517 +3%
UBS AM
22
UBS AM
Illinois
$1.52B +$157M +1,261,539 +13%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.47B -$15.6M -125,541 -1%
Amundi
24
Amundi
France
$1.42B +$596M +4,795,431 +95%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.24B -$32.8M -264,232 -3%

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.