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1,024 hedge funds and large institutions have $23B invested in Dell in 2024 Q1 according to their latest regulatory filings, with 263 funds opening new positions, 314 increasing their positions, 304 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 68

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

52% more capital invested

Capital invested by funds: $15.1B → $23B (+$7.91B)

36% more call options, than puts

Call options by funds: $1.15B | Put options by funds: $842M

22% more funds holding

Funds holding: 8421,024 (+182)

3% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 304

5.18% less ownership

Funds ownership: 73.95%68.77% (-5.2%)

Holders
1,024
Holders Change
+182
Holders Change %
+21.62%
% of All Funds
14.75%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.43%
New
263
Increased
314
Reduced
304
Closed
68
Calls
$1.15B
Puts
$842M
Net Calls
+$303M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
776
Pinpoint Asset Management
Hong Kong
$228K +$187K +2,000 New
SIM
777
Sandia Investment Management
Massachusetts
$228K +$187K +2,000 New
WTG
778
West Tower Group
Virginia
$228K +$187K +2,000 New
MFA
779
Mayflower Financial Advisors
Massachusetts
$228K +$186K +1,998 New
BSHC
780
Breed's Hill Capital
Massachusetts
$228K +$186K +1,996 New
AWM
781
Axxcess Wealth Management
California
$227K +$186K +1,993 New
LWM
782
Liberty Wealth Management
California
$226K +$185K +1,983 New
LC
783
Lindbrook Capital
California
$225K -$1.59K -17 -0.9%
ORG
784
Optimist Retirement Group
Washington
$225K +$184K +1,976 New
DC
785
Davenport & Co
Virginia
$225K -$106K -1,140 -37%
PCIA
786
Prime Capital Investment Advisors
Kansas
$224K +$184K +1,967 New
PCP
787
Proficio Capital Partners
Massachusetts
$224K +$183K +1,960 New
HH
788
Hilltop Holdings
Texas
$224K +$183K +1,960 New
PSCM
789
Per Stirling Capital Management
Texas
$221K +$181K +1,941 New
SWA
790
SFMG Wealth Advisors
Texas
$220K +$180K +1,927 New
CAL
791
Capital Analysts LLC
Pennsylvania
$218K -$16.6K -178 -9%
CRC
792
Curi RMB Capital
Illinois
$217K +$178K +1,903 New
VCWA
793
Vanguard Capital Wealth Advisors
Colorado
$217K +$177K +1,900 New
MHR
794
Matthew Hamilton Rosenberg
$216K +$8.77K +94 +5%
TC
795
Truvestments Capital
Florida
$214K -$15.6K -167 -8%
FWI
796
Facet Wealth Inc
Maryland
$213K +$154K +1,649 New
NI
797
NDVR Inc
Massachusetts
$212K +$173K +1,857 New
HSA
798
HBK Sorce Advisory
Pennsylvania
$206K +$168K +1,803 New
CGIM
799
Cannon Global Investment Management
Florida
$205K +$168K +1,800 New
EH
800
Equitable Holdings
New York
$205K +$168K +1,796 New

DELL Hedge Fund Activity: Q1 2024 in Review

1,024 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q1 2024, worth a combined $23B — up 52% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new DELL positions and 68 closed out — a net gain of 195 holders — while 314 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $684M. The largest seller was Michael & Susan Dell Foundation, exiting entirely with an estimated $484M sold.

  • 1,024 institutional investors held Dell (DELL) as of Q1 2024, up from 842 in Q4 2023.
  • Funds reported $23B of Dell stock for Q1 2024, up 52% quarter-over-quarter.
  • 263 funds opened new Dell positions in Q1 2024 and 68 closed out, a net change of +195 holders.
  • The largest Dell buyer in Q1 2024 was Capital World Investors, an estimated $684M added.
  • The largest Dell seller in Q1 2024 was Michael & Susan Dell Foundation, an estimated $484M sold.

Based on aggregated 13F filings for Q1 2024.