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Dell
DELL

1,217 hedge funds and large institutions have $29.9B invested in Dell in 2024 Q2 according to their latest regulatory filings, with 297 funds opening new positions, 440 increasing their positions, 333 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 92

32% more repeat investments, than reductions

Existing positions increased: 440 | Existing positions reduced: 333

30% more capital invested

Capital invested by funds: $23B → $29.9B (+$6.85B)

19% more funds holding

Funds holding: 1,024 → 1,217 (+193)

3% more funds holding in top 10

Funds holding in top 10: 30 → 31 (+1)

1.31% less ownership

Funds ownership: 68.77% → 67.47% (-1.3%)

14% less call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.92B

Holders
1,217
Holders Change
+193
Holders Change %
+18.85%
% of All Funds
17.58%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
297
Increased
440
Reduced
333
Closed
92
Calls
$2.52B
Puts
$2.92B
Net Calls
-$405M
Net Calls Change
-$708M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$822M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$491M
3
Morgan Stanley
Morgan Stanley
New York
+$420M
4
Coatue Management
Coatue Management
New York
+$414M
5
BlackRock
BlackRock
New York
+$369M

Top Sellers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
-$855M
2
Alkeon Capital Management
Alkeon Capital Management
New York
-$530M
3
Boston Partners
Boston Partners
Massachusetts
-$391M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$332M
5
Goldman Sachs
Goldman Sachs
New York
-$231M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
901
Per Stirling Capital Management
Texas
$268K – – –
SWA
902
SFMG Wealth Advisors
Texas
$267K +$938 +7 +0.4%
FAFN
903
First Affirmative Financial Network
Colorado
$264K +$257K +1,916 New
C
904
Certuity
Florida
$264K +$256K +1,913 New
AC
905
ASB Consultores
Florida
$262K -$234K -1,745 -48%
CF
906
Centaurus Financial
California
$262K +$255K +1,901 New
BFWM
907
Bright Futures Wealth Management
New York
$261K +$343K +2,556 New
HSA
908
HBK Sorce Advisory
Pennsylvania
$261K +$11.7K +87 +5%
AA
909
Apriem Advisors
California
$261K +$253K +1,889 New
WWM
910
Western Wealth Management
Colorado
$260K +$253K +1,887 New
EFS
911
Essex Financial Services
Connecticut
$259K +$108K +802 +39%
MHR
912
Matthew Hamilton Rosenberg
$258K – – –
BCI
913
Brinker Capital Investments
Pennsylvania
$258K +$251K +1,870 New
OPS
914
Orion Portfolio Solutions
Nebraska
$258K +$251K +1,870 New
CWS
915
Cypress Wealth Services
California
$258K +$251K +1,869 New
FIM
916
Freedom Investment Management
Connecticut
$256K -$200K -1,493 -45%
NI
917
NDVR Inc
Massachusetts
$256K -$536 -4 -0.2%
PGWM
918
Parisi Gray Wealth Management
New Jersey
$254K +$247K +1,844 New
FFN
919
Focus Financial Network
Minnesota
$254K -$36.9K -275 -12%
CIA
920
Choate Investment Advisors
Massachusetts
$253K +$246K +1,837 New
SEIA
921
Signature Estate & Investment Advisors
California
$253K +$246K +1,836 New
SWM
922
Spire Wealth Management
Virginia
$253K -$43.6K -325 -15%
SAG
923
SageView Advisory Group
California
$251K +$244K +1,819 New
ONB
924
Old National Bancorp
Indiana
$250K -$197K -1,466 -45%
Axa
925
Axa
France
$249K -$246K -1,838 -50%
35 36
37
38 39

DELL Hedge Fund Activity: Q2 2024 in Review

1,217 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q2 2024, worth a combined $29.9B — up 30% from $23B a quarter earlier.

Buyers outnumbered sellers: 297 funds opened new DELL positions and 92 closed out — a net gain of 205 holders — while 440 added to existing stakes and 333 trimmed.

The largest buyer was Capital World Investors, adding an estimated $822M. The largest seller was DZ Bank, cutting an estimated $855M.

  • 1,217 institutional investors held Dell (DELL) as of Q2 2024, up from 1,024 in Q1 2024.
  • Funds reported $29.9B of Dell stock for Q2 2024, up 30% quarter-over-quarter.
  • 297 funds opened new Dell positions in Q2 2024 and 92 closed out, a net change of +205 holders.
  • The largest Dell buyer in Q2 2024 was Capital World Investors, an estimated $822M added.
  • The largest Dell seller in Q2 2024 was DZ Bank, an estimated $855M sold.

Based on aggregated 13F filings for Q2 2024.