1,203 hedge funds and large institutions have $29.8B invested in Dell in 2024 Q2 according to their latest regulatory filings, with 293 funds opening new positions, 437 increasing their positions, 329 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+190
Holders Change %
+18.76%
% of All Funds
17.5%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
293
Increased
437
Reduced
329
Closed
91
Calls
$2.52B
Puts
$2.92B
Net Calls
-$405M
Net Calls Change
-$708M
Name Holding Trade Value Shares
Change
Shares
Change %
V
801
ViaWealth
Kansas
$380K +$380K +2,756 New
IWA
802
IBEX Wealth Advisors
New Jersey
$379K +$379K +2,751 New
SHJ
803
Sharkey, Howes & Javer
Colorado
$379K
AWM
804
Avior Wealth Management
Nebraska
$378K -$19.5K -141 -5%
CG
805
Cynosure Group
Utah
$373K +$373K +2,704 New
DC
806
Davenport & Co
Virginia
$373K +$101K +733 +37%
PL
807
Perpetual Ltd
Australia
$372K -$1.16M -8,423 -76%
GCIA
808
Gabelli & Co Investment Advisers
New York
$372K
CWS
809
Confluence Wealth Services
Pennsylvania
$370K +$41.4K +300 +13%
PS
810
Principal Securities
Iowa
$369K +$13.4K +97 +4%
WPW
811
Waldron Private Wealth
Pennsylvania
$366K
AW
812
Apricus Wealth
South Carolina
$365K -$1.28M -9,263 -78%
AO
813
Advisor OS
Illinois
$363K +$363K +2,634 New
KA
814
Kovack Advisors
Florida
$362K +$362K +2,622 New
MFA
815
Mayflower Financial Advisors
Massachusetts
$360K +$85K +616 +31%
OFS
816
OneAscent Financial Services
Alabama
$360K -$92.2K -669 -20%
WAM
817
Wakefield Asset Management
Colorado
$358K -$282K -2,047 -44%
ACM
818
Ashford Capital Management
Delaware
$358K +$358K +2,597 New
CI
819
Cigna Investments
Connecticut
$358K +$358K +2,595 New
GCM
820
Gables Capital Management
Florida
$352K +$352K +2,550 New
ALAM
821
Asahi Life Asset Management
Japan
$350K -$201K -1,460 -37%
Fuller & Thaler Asset Management
822
Fuller & Thaler Asset Management
California
$345K +$283K +2,050 +451%
AMG
823
Asset Management Group
Connecticut
$342K +$1.24K +9 +0.4%
CFO
824
Collective Family Office
Pennsylvania
$341K +$41.4K +300 +14%
HPIA
825
Hamilton Point Investment Advisors
North Carolina
$341K