1,617 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, 559 increasing their positions, 570 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:

0.59% more ownership

Funds ownership: 77.02%77.61% (+0.59%)

2% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 570

27% less call options, than puts

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

Holders
1,617
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
SCA
1026
Stokes Capital Advisors
South Carolina
$419K
HBW
1027
Hazlett, Burt & Watson
West Virginia
$418K
CWG
1028
Cornerstone Wealth Group
North Carolina
$418K
WWA
1029
Wingate Wealth Advisors
Massachusetts
$413K
PFM
1030
Patton Fund Management
Texas
$412K
ET
1031
Equitable Trust
Tennessee
$411K
CTA
1032
Colonial Trust Advisors
South Carolina
$411K
DA
1033
Denali Advisors
California
$410K
DWM
1034
Ducere Wealth Management
California
$409K
GWMR
1035
GC Wealth Management RIA
Massachusetts
$408K
NG
1036
Novem Group
New York
$404K
FWI
1037
Facet Wealth Inc
Maryland
$402K
PD
1038
Planning Directions
Pennsylvania
$402K
MCA
1039
Millennium Capital Advisors
Arkansas
$400K
PSP
1040
Principal Street Partners
Tennessee
$398K
IGAM
1041
iA Global Asset Management
Quebec, Canada
$397K
TF
1042
Trek Financial
Arizona
$397K
MWM
1043
Modera Wealth Management
New Jersey
$396K
WC
1044
Waterloo Capital
Texas
$396K
PFA
1045
Professional Financial Advisors
Nebraska
$393K
MIM
1046
Montgomery Investment Management
Maryland
$393K
ACM
1047
Arlington Capital Management
Illinois
$393K
SW
1048
SVB Wealth
Massachusetts
$391K
KCM
1049
KRS Capital Management
Michigan
$388K
MFIM
1050
Mesirow Financial Investment Management
Illinois
$387K