We are live on ! Find out more

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
OPTFSNA
926
Old Point Trust & Financial Services N A
Virginia
$20.8K
OIAM
927
OFI Invest Asset Management
France
$19.8K +$17.4K +187 New
WWM
928
Wolff Wiese Magana
California
$19.3K +$14K +150 +789%
S
929
Sachetta
Massachusetts
$18.8K
GWM
930
Geneos Wealth Management
Colorado
$18.7K +$280 +3 +2%
CFO
931
CVA Family Office
Colorado
$18.5K +$467 +5 +3%
FFA
932
Frazier Financial Advisors
Ohio
$18K +$8.4K +90 +132%
CWM
933
CarsonAllaria Wealth Management
Illinois
$17.7K +$11K +118 +328%
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.2K +$14.1K +151 New
CWP
935
Concord Wealth Partners
Virginia
$17K
CA
936
Centerpoint Advisors
Massachusetts
$17K
AIM
937
Anchor Investment Management
South Carolina
$16.4K -$18.7K -200 -58%
BSB
938
Bangor Savings Bank
Maine
$16.1K -$653 -7 -5%
PFBT
939
Parkside Financial Bank & Trust
Missouri
$16K +$1.59K +17 +14%
SS
940
Sunbelt Securities
Texas
$14.5K
CIM
941
Contravisory Investment Management
Massachusetts
$13.8K
WIM
942
Westside Investment Management
California
$13.5K
MCM
943
MV Capital Management
Maryland
$13K -$47K -504 -82%
ATC
944
Advantage Trust Company
Kansas
$12.9K
KFS
945
Kelly Financial Services
Massachusetts
$12.9K
FFL
946
Financial Freedom LLC
Ohio
$12.8K
BBPWM
947
Blue Bell Private Wealth Management
Pennsylvania
$12.7K
CFD
948
Creative Financial Designs
Indiana
$12.2K
BGAI
949
Bruce G. Allen Investments
Colorado
$12K -$4.38K -47 -31%
ANBT
950
American National Bank & Trust
Texas
$12K

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.