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 %
LWM
976
Liberty Wealth Management
California
$233K +$1.15K +10 +0.5%
TCA
977
Transcend Capital Advisors
New Jersey
$233K -$24K -208 -9%
CI Investments Inc
978
CI Investments Inc
Ontario, Canada
$232K -$766K -6,654 -77%
JSAM
979
J. Safra Asset Management
New York
$232K +$162K +1,408 +231%
BAM
980
BOCHK Asset Management
Hong Kong
$230K -$519K -4,502 -69%
AWM
981
Ameliora Wealth Management
Switzerland
$230K -$11.5K -100 -5%
CCM
982
Conway Capital Management
California
$230K
MFFIA
983
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$230K
TCM
984
Tradewinds Capital Management
Washington
$230K +$230K +2,000 New
HSA
985
HBK Sorce Advisory
Pennsylvania
$230K +$13.6K +118 +6%
CA
986
Claro Advisors
Massachusetts
$229K -$127K -1,099 -36%
AC
987
ASB Consultores
Florida
$229K
QPW
988
Quantum Private Wealth
Florida
$226K +$226K +1,965 New
DFG
989
Delta Financial Group
New Jersey
$226K -$42.3K -367 -16%
SCM
990
Shelton Capital Management
Colorado
$225K
ETC
991
Exchange Traded Concepts
Oklahoma
$225K -$360K -3,122 -62%
CAI
992
Capital Advisors Inc
Oklahoma
$225K -$202K -1,754 -47%
JWM
993
Jeppson Wealth Management
California
$224K
VHAM
994
Van Hulzen Asset Management
California
$223K -$9.22K -80 -4%
PFP
995
Pinnacle Financial Partners
Tennessee
$221K +$221K +1,920 New
CFS
996
Coordinated Financial Services
Colorado
$219K +$219K +1,900 New
MMG
997
Monetary Management Group
Missouri
$218K +$196K +1,700 +876%
VSQM
998
V-Square Quantitative Management
Illinois
$218K -$27.8K -241 -11%
VC
999
Veracity Capital
Georgia
$217K +$217K +1,884 New
AWM
1000
Aries Wealth Management
Maine
$217K