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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
VCM
976
Versant Capital Management
Arizona
$6.85K
PCFFS
977
Pacific Center for Financial Services
California
$6.73K
GI
978
Gradient Investments
Minnesota
$6.05K -$3.45K -37 -41%
CSB
979
City State Bank
Iowa
$6K
VNA
980
Valley National Advisers
Pennsylvania
$6K +$3.92K +42 +221%
HDIM
981
Hanson & Doremus Investment Management
Vermont
$6K +$4.85K +52 New
GGI
982
Godsey & Gibb Inc
Virginia
$5.71K +$4.67K +50 New
DAM
983
Delta Asset Management
Tennessee
$5.59K
FGAM
984
Financial Gravity Asset Management
Texas
$5.33K +$3.73K +40 +667%
HCM
985
Hollencrest Capital Management
California
$5.13K +$4.2K +45 New
FCA
986
FinTrust Capital Advisors
South Carolina
$4.79K -$4.2K -45 -52%
CIA
987
Cape Investment Advisory
Georgia
$4.68K -$6.16K -66 -62%
PG
988
Proffitt & Goodson
Tennessee
$4.45K
FP
989
Financial Perspectives
Minnesota
$4.45K
FWM
990
FSA Wealth Management
Massachusetts
$4.45K
AWM
991
Abound Wealth Management
Tennessee
$4.31K -$93 -1 -3%
AF
992
Arrow Financial
New York
$3.77K
PCWA
993
Pacific Capital Wealth Advisors
California
$3.65K +$2.99K +32 New
WWP
994
WR Wealth Planners
Missouri
$3.65K +$2.99K +32 New
NECFA
995
New England Capital Financial Advisors
Connecticut
$3.62K
JWM
996
Janiczek Wealth Management
Colorado
$3.54K
SC
997
Stephens Consulting
Michigan
$3.42K
FGA
998
Fortis Group Advisors
New Jersey
$3.19K -$2.61K -28 -50%
CAL
999
Capital Advisors Ltd
Ohio
$3K
AW
1000
Avion Wealth
Texas
$3K +$1.03K +11 +138%

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.