Oracle(US:ORCL) Hua Er Jie Jian Wen·2025-11-15 03:48Core Insights - Oracle has become a key point of divergence among top investment institutions in Q3, driven by the AI hype that led to a historic surge in its stock price [1] - Hedge fund billionaire David Tepper's Appaloosa completely liquidated its Oracle holdings, while Japanese investment giant SoftBank also exited its investment in the company [1][3] - Conversely, two family offices from Sweden's Rausing family chose to increase their stakes in Oracle during the same period, indicating a belief in the company's AI-driven growth story [4] Institutional Actions - Appaloosa LP not only sold all its Oracle shares but also divested its entire Intel holdings and a significant portion of its UnitedHealth Group position, while establishing new positions in American Airlines Group and KeyCorp [3] - SoftBank similarly cleared its Oracle and Cipher Mining holdings, while building new positions in Intel and Klarna, purchasing approximately 87 million shares of Intel and 15.4 million shares of Klarna [3] Investment Sentiment - Some long-term investors, including family offices and an investment firm managing part of Microsoft co-founder Paul Allen's estate, increased their investments in Oracle, suggesting confidence in the company's future prospects [4] - Oracle's stock experienced its largest single-day gain since 1992, leading to a significant increase in Chairman Ellison's wealth, which surged by $89 billion in a single day, marking the largest single-day increase in Bloomberg Billionaires Index history [1]