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1,510 hedge funds and large institutions have $32.4B invested in Dell in 2025 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 613 increasing their positions, 464 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $33.1B → $32.4B (-$666M)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

40% less call options, than puts

Call options by funds: $2.64B | Put options by funds: $4.39B

Holders
1,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.64B
Puts
$4.39B
Net Calls
Net Calls Change

Top Buyers

1 +$1.19B
2 +$345M
3 +$318M
4
Citadel Advisors
Citadel Advisors
Florida
+$225M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$191M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
501
Kingswood Wealth Advisors
California
$2.32M
FB
502
Fulton Bank
Pennsylvania
$2.31M
PCA
503
Pallas Capital Advisors
Massachusetts
$2.31M
VT
504
Vise Technologies
New York
$2.3M
JPMIA
505
J.P. Marvel Investment Advisors
Massachusetts
$2.3M
HIMS
506
Hager Investment Management Services
New Hampshire
$2.27M
PA
507
Pinnacle Associates
New York
$2.24M
RWM
508
Ritholtz Wealth Management
New York
$2.22M
MMG
509
Monetary Management Group
Missouri
$2.22M
FRA
510
Front Row Advisors
California
$2.22M
STA
511
Summit Trail Advisors
New York
$2.21M
MCM
512
Mengis Capital Management
Oregon
$2.21M
FDP
513
Financiere des Professionnels
Quebec, Canada
$2.21M
IC
514
Inscription Capital
Texas
$2.19M
HIMCH
515
Hartford Investment Management Co (HIMCO)
Connecticut
$2.19M
S
516
Steadtrust
Texas
$2.19M
IFWM
517
Institute for Wealth Management
Colorado
$2.16M
SIA
518
Sit Investment Associates
Minnesota
$2.16M
VF
519
Vest Financial
Virginia
$2.14M
LSA
520
Leonteq Securities AG
Switzerland
$2.13M
ZIG
521
Zurich Insurance Group
Switzerland
$2.13M
EFS
522
Econ Financial Services
Pennsylvania
$2.13M
NPT
523
National Philanthropic Trust
Pennsylvania
$2.12M
SIG
524
Sky Investment Group
Connecticut
$2.1M
WCAMG
525
Woodard & Company Asset Management Group
North Carolina
$2.1M