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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
WA
1276
Win Advisors
Florida
$228K +$185K +1,387 New
AWM
1277
Accel Wealth Management
Iowa
$227K +$184K +1,382 New
RFP
1278
Root Financial Partners
California
$227K +$22.5K +169 +14%
SFC
1279
SYM Financial Corp
Indiana
$226K +$184K +1,379 New
WPA
1280
West Paces Advisors
Georgia
$226K +$183K +1,376 New
TCM
1281
Triumph Capital Management
Colorado
$225K +$64.8K +486 +55%
PFT
1282
Providence First Trust
Arizona
$225K +$183K +1,370 New
SVWAG
1283
Sound View Wealth Advisors Group
Georgia
$224K +$181K +1,362 New
PFA
1284
Pure Financial Advisors
California
$223K +$181K +1,360 New
AWM
1285
Avondale Wealth Management
Texas
$222K +$180K +1,354 New
FCM
1286
Fortis Capital Management
Washington
$222K +$180K +1,351 New
TBA
1287
Tower Bridge Advisors
Pennsylvania
$222K +$180K +1,350 New
KFP
1288
Kerr Financial Planning
California
$221K -$6.93K -52 -5%
VA
1289
Valmark Advisers
Ohio
$221K +$179K +1,344 New
CA
1290
Claro Advisors
Massachusetts
$220K +$179K +1,342 New
KP
1291
Keel Point
Alabama
$220K -$83.5K -627 -32%
PTP
1292
Platform Technology Partners
New York
$219K +$178K +1,336 New
1C
1293
111 Capital
France
$219K -$72.5K -544 -29%
ME
1294
McIlrath & Eck
Washington
$219K -$26.8K -201 -13%
BC
1295
Bayforest Capital
United Kingdom
$218K -$86.9K -652 -33%
FSWA
1296
Financial Synergies Wealth Advisors
Texas
$217K +$176K +1,324 New
WAM
1297
Walker Asset Management
Missouri
$216K +$175K +1,315 New
SW
1298
Simplicity Wealth
New Jersey
$215K +$175K +1,311 New
TCP
1299
TMB Capital Partners
Arkansas
$215K +$175K +1,310 New
4WM
1300
49 Wealth Management
Texas
$215K -$817K -6,130 -82%