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
17.83%
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 %
AG
1201
AmeriFlex Group
Nevada
$22K -$31.5K -250 -59%
TIM
1202
Thompson Investment Management
Wisconsin
$20.7K +$20.7K +169 New
PWA
1203
Physician Wealth Advisors
Utah
$20.4K +$4.17K +34 +26%
NEWAS
1204
N.E.W. Advisory Services
Wisconsin
$20.3K -$14.2K -116 -41%
MPW
1205
MASECO Private Wealth
$19.6K +$19.6K +160 New
CWM
1206
Consultiva Wealth Management
Puerto Rico
$18.4K
EWM
1207
Evolution Wealth Management
Florida
$18.4K +$18.4K +150 New
SIS
1208
Strategic Investment Solutions
Illinois
$18.4K +$14.4K +550 +367%
UIA
1209
Ulland Investment Advisors
Minnesota
$18K -$4.68K -39 -21%
RMC
1210
Resources Management Corp
Connecticut
$17K
CB
1211
CNB Bank
Pennsylvania
$16.8K
DWM
1212
Darwin Wealth Management
Florida
$16.6K
WA
1213
WPG Advisers
Maryland
$16.4K +$3.19K +26 +24%
CIM
1214
Contravisory Investment Management
Massachusetts
$14.8K
SRCM
1215
Signature Resources Capital Management
California
$14.7K
HWA
1216
HHM Wealth Advisors
Tennessee
$14.1K -$981 -8 -7%
BCMLT
1217
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.9K +$1.6K +13 +13%
ATC
1218
Advantage Trust Company
Kansas
$13.9K
OP
1219
ORG Partners
Indiana
$13.6K +$1.95K +16 +17%
ACA
1220
American Capital Advisory
Idaho
$13.6K +$1.35K +11 +11%
VWA
1221
VSM Wealth Advisory
Maryland
$13K
FMTCOCP
1222
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K -$50.5K -400 -80%
FFA
1223
Frazier Financial Advisors
Ohio
$12.4K +$12.4K +101 New
LB
1224
Legacy Bridge
Iowa
$12.3K +$12.3K +100 New
AEPWM
1225
Atlantic Edge Private Wealth Management
Florida
$12.3K +$12.3K +100 New