1,287 hedge funds and large institutions have $27.9B invested in Dell in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 555 increasing their positions, 358 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+72
Holders Change %
+5.93%
% of All Funds
17.13%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.15%
New
221
Increased
555
Reduced
358
Closed
126
Calls
$2.65B
Puts
$3.68B
Net Calls
-$1.04B
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
876
Kingsview Wealth Management
Oregon
$335K -$112K -976 -25%
TC
877
Truvestments Capital
Florida
$334K +$576 +5 +0.2%
PCG
878
Prosperity Consulting Group
Maryland
$334K +$334K +2,898 New
EW
879
Enzi Wealth
Texas
$332K +$82.8K +719 +33%
CI
880
Cigna Investments
Connecticut
$330K +$8.53K +74 +3%
FMP
881
Financial Management Professionals
Texas
$330K -$11.5K -100 -3%
LFAS
882
Level Four Advisory Services
Texas
$329K +$19.9K +173 +6%
GWP
883
Gateway Wealth Partners
Wisconsin
$329K -$1.04K -9 -0.3%
GSWM
884
Golden State Wealth Management
California
$329K +$329K +2,853 New
SSWG
885
Seven Springs Wealth Group
Tennessee
$328K
Fuller & Thaler Asset Management
886
Fuller & Thaler Asset Management
California
$327K +$42.1K +365 +15%
BFS
887
Bradley Foster & Sargent
Connecticut
$326K
ICP
888
Interchange Capital Partners
Pennsylvania
$325K -$7.72K -67 -2%
UB
889
Umpqua Bank
Oregon
$324K -$982 -9 -0.3%
CCM
890
Coldstream Capital Management
Washington
$323K +$46.2K +401 +17%
CWP
891
CFM Wealth Partners
Texas
$323K
AI
892
Accredited Investors
Minnesota
$322K +$322K +2,796 New
WWM
893
Western Wealth Management
Colorado
$321K +$6.22K +54 +2%
PFGIA
894
Patriot Financial Group Insurance Agency
Massachusetts
$321K -$28K -243 -8%
QCG
895
Quadrant Capital Group
Ohio
$320K -$14.4K -125 -4%
GC
896
Grimes & Company
Massachusetts
$319K -$14.1K -122 -4%
WA
897
Wealth Alliance
New York
$319K -$498K -4,322 -61%
IWA
898
IBEX Wealth Advisors
New Jersey
$319K +$319K +2,766 New
SHJ
899
Sharkey, Howes & Javer
Colorado
$317K
JAFL
900
Jay A. Fishman Ltd
Michigan
$314K +$13.7K +119 +5%