Monitor for potential catalysts driving sovereign and quant interest—such as cloud growth, AI infrastructure positioning, or valuation appeal—while assessing why active value managers abandoned the stock. Watch for follow-on moves from other institutions in next quarter’s 13Fs.
Executive Summary
Three institutional investors initiated or expanded positions in Oracle Corp during 2025-Q4, led by a massive $4.34B new stake from Norges Bank, while two active value managers fully exited their holdings. The cluster shows divergent views, with sovereign and quant funds accumulating while traditional active managers departed.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.4B
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Norges Bank | NEW | +0% | $4.3B | $4.3B |
| Two Sigma | DOUBLED | +1369.6% | $151.7M | $136.8M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Causeway | EXIT | -100% | $46.8M | -$46.8M |
Key Facts
- Norges Bank established a new $4.34B position in ORCL, representing 22.25M shares.
- RenTech initiated a small new position of 1.6K shares worth $323K; Two Sigma doubled its stake from 53K to 778.4K shares, increasing value by $136.8M to $151.7M.
- Causeway Capital and Mawer Investment Management fully exited their positions, selling $46.8M and $239K in holdings respectively.
- Net institutional flow: +$4.47B in new buying vs -$47.0M in selling.
Financial Impact
3 institutions accumulated $4.47B in net new positions while 2 exited with $47.0M in sales
Risk Factors
- Divergence between active value managers and passive/quant buyers may signal disagreement on fundamentals or valuation.
- Concentration risk if large sovereign positions reduce responsiveness to price changes.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ORCL-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $144.79 $148.56 | ▲ +2.60% | ▲ +2.50% | — |
Aug 25, 2026 5w ago | GOVT-CONTRACT | $144.76 $141.32 | ▼ −2.38% | ▼ −1.84% | — |
Jul 20, 2026 10w ago | ANALYST-UPGRADE | $121.38 $114.99 | ▲ +5.26% | ▲ +4.84% | — |
Jun 24, 2026 14w ago | 144 | $152.46 $142.50 | ▼ −6.53% | ▼ −8.09% | — |
Jun 10, 2026 16w ago | 8-K | $54.86 $54.20 | ▼ −1.20% | ▼ −2.42% | — |
May 12, 2026 20w ago | 8-K | $56.38 $54.07 | ▼ −4.10% | ▼ −2.94% | — |
Apr 24, 2026 22w ago | ANALYST-UPGRADE | $173.27 $161.39 | ▼ −6.85% | ▼ −7.76% | — |
Apr 21, 2026 23w ago | Court Ruling | $181.17 $165.96 | ▼ −8.40% | ▼ −9.48% | — |
Apr 6, 2026 25w ago | 8-K | $45.02 $47.84 | ▲ +6.26% | ▲ +2.13% | — |
Mar 30, 2026 26w ago | Court Ruling | $138.79 $142.81 | ▲ +2.90% | ▼ −1.40% | — |
US Market Status
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