1,215 hedge funds and large institutions have $27.2B invested in Dell in 2024 Q3 according to their latest regulatory filings, with 219 funds opening new positions, 572 increasing their positions, 282 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+12
Holders Change %
+1%
% of All Funds
17.57%
Holding in Top 10
17
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-45.16%
% of All Funds
0.25%
New
219
Increased
572
Reduced
282
Closed
194
Calls
$2.4B
Puts
$3.37B
Net Calls
-$976M
Net Calls Change
-$571M
Name Holding Trade Value Shares
Change
Shares
Change %
Fayez Sarofim & Co
626
Fayez Sarofim & Co
Texas
$824K
GFA
627
Gifford Fong Associates
California
$823K
AWM
628
Apollon Wealth Management
South Carolina
$821K +$228K +1,923 +38%
AG
629
Ascent Group
Virginia
$816K -$96.8K -817 -11%
AFG
630
Atomi Financial Group
New York
$815K +$196K +1,650 +32%
MYIA
631
Mount Yale Investment Advisors
Colorado
$806K +$292K +2,466 +57%
AIM
632
Avity Investment Management
Connecticut
$806K +$369K +3,110 +84%
KCM
633
Kanawha Capital Management
Virginia
$793K -$126K -1,065 -14%
WI
634
Wahed Invest
New York
$782K +$782K +6,599 New
PP
635
Patten & Patten
Tennessee
$779K -$474 -4 -0.1%
GIA
636
Guyasuta Investment Advisors
Pennsylvania
$776K +$37.7K +318 +5%
GVAG
637
Great Valley Advisor Group
Delaware
$775K +$112K +942 +17%
BAM
638
BOCHK Asset Management
Hong Kong
$771K -$3.03M -25,558 -80%
RWPA
639
Richard W. Paul & Associates
Michigan
$770K -$8.77K -74 -1%
Jones Financial Companies
640
Jones Financial Companies
Missouri
$762K +$380K +3,164 +99%
IWC
641
Integrated Wealth Concepts
Massachusetts
$760K +$25.8K +218 +4%
CICI
642
Capital Investment Counsel Inc
North Carolina
$750K
NFSG
643
Newbridge Financial Services Group
Florida
$745K -$947K -7,988 -56%
SGI
644
Summit Global Investments
Utah
$744K +$744K +6,277 New
CIC
645
Cornercap Investment Counsel
Georgia
$740K -$143K -1,204 -16%
CWA
646
Clarus Wealth Advisors
Arizona
$740K +$188K +1,578 +34%
PA
647
Profund Advisors
Maryland
$735K +$735K +6,201 New
OTL
648
Oak Thistle LLC
New York
$734K +$734K +6,195 New
HC
649
Hara Capital
Washington
$731K
CF
650
Centaurus Financial
California
$729K +$504K +4,247 +223%