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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.4B +$284M +1,963,886 +1%
BlackRock
2
BlackRock
New York
$22.2B +$227M +1,564,326 +1%
State Street
3
State Street
Massachusetts
$12B +$268M +1,847,561 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$7.13B +$266M +1,836,137 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$6.45B -$318M -2,192,682 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.98B +$128M +885,041 +3%
Morgan Stanley
7
Morgan Stanley
New York
$3.82B +$125M +860,605 +4%
Franklin Resources
8
Franklin Resources
California
$3.37B +$349M +2,407,142 +15%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$3.11B -$114M -788,058 -4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$3.05B +$45M +310,709 +2%
Northern Trust
11
Northern Trust
Illinois
$2.97B -$325K -2,243 -0%
Goldman Sachs
12
Goldman Sachs
New York
$2.74B +$246M +1,697,627 +12%
Bank of America
13
Bank of America
North Carolina
$2.73B +$70.6M +487,524 +3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$2.49B +$7.95M +54,868 +0.4%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$2.4B -$6.54M -45,118 -0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.17B -$21.9M -151,510 -1%
Capital World Investors
17
Capital World Investors
California
$2.16B -$1.98M -13,660 -0.1%
Primecap Management
18
Primecap Management
California
$2.15B -$31.2M -215,170 -2%
Charles Schwab
19
Charles Schwab
California
$2.07B +$2.14M +14,793 +0.1%
Capital Research Global Investors
20
Capital Research Global Investors
California
$2.04B +$54.7M +377,815 +3%
Norges Bank
21
Norges Bank
Norway
$1.96B +$61.2M +422,587 +4%
UBS AM
22
UBS AM
Illinois
$1.96B +$100M +691,193 +6%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.88B +$87.2M +602,322 +6%
Amundi
24
Amundi
France
$1.86B +$125M +860,606 +9%
Polen Capital Management
25
Polen Capital Management
Florida
$1.49B +$1.27B +8,767,967 New

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.