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
SCM
1126
Shelton Capital Management
Colorado
$321K
ACM
1127
Allred Capital Management
Texas
$320K
JWM
1128
Jeppson Wealth Management
California
$320K
TL
1129
Tradewinds LLC
North Carolina
$318K
CSPIA
1130
Cary Street Partners Investment Advisory
Virginia
$316K
CWA
1131
Carolina Wealth Advisors
South Carolina
$313K
MWM
1132
Meridian Wealth Management
Kentucky
$310K
AWM
1133
Aries Wealth Management
Maine
$309K
MWM
1134
Manske Wealth Management
Texas
$307K
NI
1135
Natural Investments
California
$307K
HFM
1136
Harvest Fund Management
China
$307K
PWM
1137
Purus Wealth Management
California
$306K
SAM
1138
Smartleaf Asset Management
Massachusetts
$306K
SCM
1139
SCS Capital Management
Massachusetts
$306K
CCA
1140
Childress Capital Advisors
Texas
$304K
SAM
1141
SP Asset Management
California
$304K
AAS
1142
Ameritas Advisory Services
Nebraska
$303K
CNB
1143
Camden National Bank
Maine
$303K
LI
1144
LRI Investments
Florida
$301K
CAAS
1145
Capital Asset Advisory Services
Michigan
$301K
QPWM
1146
Quadrant Private Wealth Management
Pennsylvania
$300K
AC
1147
Annandale Capital
Texas
$300K
OP
1148
Oslo Pensjonsforsikring
$299K
WIP
1149
WealthCare Investment Partners
Rhode Island
$299K
CA
1150
CoreCap Advisors
Michigan
$298K