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1,632 hedge funds and large institutions have $40.6B invested in Dell in 2026 Q1 according to their latest regulatory filings, with 290 funds opening new positions, 561 increasing their positions, 579 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 145

88% more funds holding in top 10

Funds holding in top 10: 1630 (+14)

25% more capital invested

Capital invested by funds: $32.4B → $40.6B (+$8.24B)

8% more funds holding

Funds holding: 1,5111,632 (+121)

0.77% more ownership

Funds ownership: 77.03%77.8% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 579

27% less call options, than puts

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

Holders
1,632
Holders Change
+121
Holders Change %
+8.01%
% of All Funds
20.09%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.37%
New
290
Increased
561
Reduced
579
Closed
145
Calls
$3.5B
Puts
$4.76B
Net Calls
-$1.26B
Net Calls Change
+$490M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1051
Modera Wealth Management
New Jersey
$396K +$322K +2,415 New
WC
1052
Waterloo Capital
Texas
$396K +$321K +2,410 New
PFA
1053
Professional Financial Advisors
Nebraska
$393K +$1.33K +10 +0.4%
MIM
1054
Montgomery Investment Management
Maryland
$393K +$1.47K +11 +0.5%
ACM
1055
Arlington Capital Management
Illinois
$393K -$43.3K -325 -12%
SW
1056
SVB Wealth
Massachusetts
$391K -$7.33K -55 -2%
KCM
1057
KRS Capital Management
Michigan
$388K -$207K -1,552 -40%
MFIM
1058
Mesirow Financial Investment Management
Illinois
$387K +$28.4K +213 +10%
MEAC
1059
M.E. Allison & Co
Texas
$387K
WA
1060
Waddell & Associates
Tennessee
$387K -$77.7K -583 -20%
RG
1061
Rathbones Group
United Kingdom
$386K -$40K -300 -11%
BWP
1062
Balboa Wealth Partners
Arizona
$386K -$107K -806 -26%
CA
1063
Cornerstone Advisory
Maryland
$385K +$313K +2,346 New
LS
1064
Livforsakringsbolaget Skandia
Sweden
$381K -$16.5M -123,600 -98%
SCM
1065
Stevens Capital Management
Pennsylvania
$381K -$563K -4,222 -65%
HFS
1066
Howard Financial Services
Texas
$380K -$17.1K -128 -5%
NWA
1067
Navis Wealth Advisors
New York
$378K +$307K +2,302 New
MWM
1068
Maridea Wealth Management
New York
$378K +$4.13K +31 +1%
AWM
1069
Aprio Wealth Management
Georgia
$377K +$61.6K +462 +25%
RBFC
1070
Roman Butler Fullerton & Co
Missouri
$376K +$270K +2,026 New
WDL
1071
Well Done LLC
Michigan
$375K +$305K +2,286 New
RMCM
1072
Reynders McVeigh Capital Management
Massachusetts
$374K -$3.73K -28 -1%
MA
1073
MCF Advisors
Kentucky
$374K +$18.5K +139 +7%
C
1074
Certuity
Florida
$372K +$54.1K +406 +22%
LL
1075
LPWM LLC
Minnesota
$372K -$40.6K -305 -12%