1,330 hedge funds and large institutions have $28.8B invested in Dell in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 502 increasing their positions, 436 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
+74
Holders Change %
+5.89%
% of All Funds
17.82%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
236
Increased
502
Reduced
436
Closed
142
Calls
$3.22B
Puts
$4.12B
Net Calls
-$904M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TPI
1051
Trust Point Inc
Wisconsin
$208K +$208K +1,693 New
1WA
1052
180 Wealth Advisors
Washington
$207K +$207K +1,688 New
FIM
1053
Freedom Investment Management
Connecticut
$207K +$207K +1,686 New
DWM
1054
Drive Wealth Management
Utah
$206K +$206K +1,680 New
SIG
1055
Stonegate Investment Group
Alabama
$205K +$205K +1,675 New
CFG
1056
Carr Financial Group
Massachusetts
$205K +$205K +1,675 New
BFS
1057
Bard Financial Services
Connecticut
$205K +$205K +1,675 New
LIM
1058
Leavell Investment Management
Alabama
$205K +$205K +1,673 New
CIA
1059
Capital Investment Advisors
Georgia
$203K +$203K +1,654 New
ACS
1060
Archford Capital Strategies
Illinois
$203K +$203K +1,654 New
A
1061
Allianz
Germany
$203K -$598K -4,876 -75%
CSP
1062
Cary Street Partners
Virginia
$202K -$329K -2,685 -62%
TWM
1063
Tanager Wealth Management
United Kingdom
$201K -$242K -1,975 -55%
NFSG
1064
Newbridge Financial Services Group
Florida
$201K -$2.18M -17,800 -92%
VCM
1065
Virtue Capital Management
Tennessee
$200K -$154K -1,254 -43%
SOAMC
1066
Spirit of America Management Corp
New York
$199K
PTC
1067
Private Trust Company
Ohio
$199K -$246K -2,003 -55%
SAM
1068
Shell Asset Management
Netherlands
$198K +$78.1K +639 +65%
CTA
1069
Colonial Trust Advisors
South Carolina
$193K +$80.7K +658 +72%
CSPIA
1070
Cary Street Partners Investment Advisory
Virginia
$189K +$26.1K +213 +16%
EP
1071
Elkhorn Partners
Nebraska
$184K -$218K -1,780 -54%
TFGT
1072
TS Financial Group (TSFG)
Illinois
$183K
BWL
1073
Bogart Wealth LLC
Virginia
$179K +$20.1K +164 +13%
AF
1074
Advisornet Financial
Minnesota
$176K -$7.11K -58 -4%
MHR
1075
Matthew Hamilton Rosenberg
$172K -$42.4K -346 -20%