Dell
DELL
1,641 hedge funds and large institutions have $40.7B invested in Dell in 2026 Q1 according to their latest regulatory filings, with 292 funds opening new positions, 565 increasing their positions, 581 reducing their positions, and 145 closing their positions.
101% more first-time investments, than exits
New positions opened: 292 | Existing positions closed: 145
88% more funds holding in top 10
Funds holding in top 10: 16 → 30 (+14)
25% more capital invested
Capital invested by funds: $32.4B → $40.7B (+$8.26B)
8% more funds holding
Funds holding: 1,516 → 1,641 (+125)
0.79% more ownership
Funds ownership: 77.04% → 77.83% (+0.79%)
3% less repeat investments, than reductions
Existing positions increased: 565 | Existing positions reduced: 581
27% less call options, than puts
Call options by funds: $3.5B | Put options by funds: $4.76B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$705M |
| 2 |
Goldman Sachs
New York
|
+$355M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$215M |
| 4 |
Two Sigma Investments
New York
|
+$208M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$186M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$698M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$312M |
| 3 |
Janus Henderson Group
London,
|
-$283M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$222M |
| 5 |
Alkeon Capital Management
New York
|
-$134M |
DELL Hedge Fund Activity: Q1 2026 in Review
1,641 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Dell (DELL) for Q1 2026, worth a combined $40.7B — up 25% from $32.4B a quarter earlier.
Buyers outnumbered sellers: 292 funds opened new DELL positions and 145 closed out — a net gain of 147 holders — while 565 added to existing stakes and 581 trimmed.
The largest buyer was Jane Street, adding an estimated $705M. The largest seller was Morgan Stanley, cutting an estimated $698M.
- 1,641 institutional investors held Dell (DELL) as of Q1 2026, up from 1,516 in Q4 2025.
- Funds reported $40.7B of Dell stock for Q1 2026, up 25% quarter-over-quarter.
- 292 funds opened new Dell positions in Q1 2026 and 145 closed out, a net change of +147 holders.
- The largest Dell buyer in Q1 2026 was Jane Street, an estimated $705M added.
- The largest Dell seller in Q1 2026 was Morgan Stanley, an estimated $698M sold.
Based on aggregated 13F filings for Q1 2026.