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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: 1,0241,217 (+193)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1026
Mather Group
Illinois
$79.9K +$42.5K +317 +83%
FAIM
1027
Financial Advocates Investment Management
Washington
$79.7K -$487K -3,631 -86%
IBOK
1028
Independence Bank of Kentucky
Kentucky
$79.3K -$23.5K -175 -23%
LS
1029
Livforsakringsbolaget Skandia
Sweden
$78.4K -$40.2K -300 -35%
SWA
1030
SOA Wealth Advisors
New York
$77.3K +$37K +276 +97%
GJWM
1031
Gilliland Jeter Wealth Management
Arkansas
$76.4K
SIC
1032
Salem Investment Counselors
North Carolina
$75.9K +$46.9K +350 +175%
CCM
1033
Chilton Capital Management
Texas
$72.4K
PP
1034
Paloma Partners
Connecticut
$70.7K +$68.8K +513 New
BTI
1035
Blue Trust Inc
Georgia
$69.3K +$67.8K +506 +501%
CFG
1036
CKW Financial Group
Hawaii
$69K
FMTCOCP
1037
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K
WTG
1038
West Tower Group
Virginia
$69K -$201K -1,500 -75%
FFA
1039
Farther Finance Advisors
California
$68.8K +$3.22K +24 +5%
PWMG
1040
Prestige Wealth Management Group
New Jersey
$68.8K -$4.02K -30 -6%
CFFP
1041
Center for Financial Planning
Michigan
$66.7K
OIA
1042
Optimum Investment Advisors
Illinois
$66.3K +$26.8K +200 +71%
AIM
1043
Anchor Investment Management
South Carolina
$64.7K +$43.6K +325 +226%
TCA
1044
Trifecta Capital Advisors
Illinois
$63.3K +$61.5K +459 New
CHA
1045
Carmichael Hill & Associates
Maryland
$62.6K +$134 +1 +0.2%
KFI
1046
Key Financial Inc
Pennsylvania
$61K
HI
1047
Hoey Investments
Pennsylvania
$60.7K -$5.36K -40 -8%
TIM
1048
Tortoise Investment Management
New York
$58.8K
BF
1049
BOK Financial
Oklahoma
$56K -$26.5K -198 -33%
JGIA
1050
Jackson Grant Investment Advisers
Connecticut
$55.3K

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.