1,620 hedge funds and large institutions have $40.5B invested in Dell in 2026 Q1 according to their latest regulatory filings, with 288 funds opening new positions, 560 increasing their positions, 572 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.6% more ownership

Funds ownership: 77.02%77.62% (+0.6%)

2% less repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 572

27% less call options, than puts

Call options by funds: $3.5B | Put options by funds: $4.76B

Holders
1,620
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.5B
Puts
$4.76B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1026
Grimes & Company
Massachusetts
$419K
AMG
1027
Asset Management Group
Connecticut
$419K
SCA
1028
Stokes Capital Advisors
South Carolina
$419K
HBW
1029
Hazlett, Burt & Watson
West Virginia
$418K
CWG
1030
Cornerstone Wealth Group
North Carolina
$418K
WWA
1031
Wingate Wealth Advisors
Massachusetts
$413K
PFM
1032
Patton Fund Management
Texas
$412K
ET
1033
Equitable Trust
Tennessee
$411K
CTA
1034
Colonial Trust Advisors
South Carolina
$411K
DA
1035
Denali Advisors
California
$410K
DWM
1036
Ducere Wealth Management
California
$409K
GWMR
1037
GC Wealth Management RIA
Massachusetts
$408K
NG
1038
Novem Group
New York
$404K
FWI
1039
Facet Wealth Inc
Maryland
$402K
PD
1040
Planning Directions
Pennsylvania
$402K
MCA
1041
Millennium Capital Advisors
Arkansas
$400K
PSP
1042
Principal Street Partners
Tennessee
$398K
IGAM
1043
iA Global Asset Management
Quebec, Canada
$397K
TF
1044
Trek Financial
Arizona
$397K
MWM
1045
Modera Wealth Management
New Jersey
$396K
WC
1046
Waterloo Capital
Texas
$396K
PFA
1047
Professional Financial Advisors
Nebraska
$393K
MIM
1048
Montgomery Investment Management
Maryland
$393K
ACM
1049
Arlington Capital Management
Illinois
$393K
SW
1050
SVB Wealth
Massachusetts
$391K