1. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders — 119
Value of Holdings — $7.00 billion
AI Infrastructure Growth Brings a Heavy Investment Bill
Oracle Corporation (NYSE: ORCL) reported fiscal first-quarter 2027 revenue of $19.3 billion, up 30%. Cloud revenue increased 62% to $11.6 billion, including cloud infrastructure revenue of $7.4 billion, up 121%, and cloud applications revenue of $4.2 billion, up 10%.
Cloud therefore represented approximately 60% of quarterly sales, calculated from reported figures. The distinction between infrastructure and applications matters because their growth rates and investment requirements differ.
Remaining performance obligations reached $664 billion. That enormous contracted backlog supports the demand narrative, but it should not be mistaken for revenue already earned or cash already collected.
The financial trade-off was visible in cash flow. Operating cash flow reached $23 billion, yet free cash flow was negative $5 billion as infrastructure investment continued. The company also completed a $20 billion common-stock sale during the quarter to support its capital program.
The opportunity is substantial if contracted AI demand converts into profitable utilization. The risk is the funding and execution required before those commitments produce the expected returns.
Ranking Rationale
Oracle Corporation (NYSE: ORCL) takes first place with 119 hedge fund holders, the highest count in the selection. Its $7 billion combined stake reinforces its institutional presence, while the top rank follows ownership breadth rather than a guarantee of superior future performance.
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Disclosure: No material interests to disclose. This article was originally published on Global Market Bulletin.
