1,037 hedge funds and large institutions have $21.8B invested in Dover in 2024 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 361 increasing their positions, 308 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+57
Holders Change %
+5.82%
% of All Funds
13.8%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
139
Increased
361
Reduced
308
Closed
67
Calls
$101M
Puts
$57.6M
Net Calls
+$43.8M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
651
Heritage Wealth Advisors
Virginia
$371K
FCI
652
Financial Counselors Inc
Kansas
$370K -$154K -821 -29%
BFS
653
BridgePort Financial Solutions
Iowa
$370K +$370K +1,884 New
TSWM
654
Triangle Securities Wealth Management
North Carolina
$370K
TPI
655
Trust Point Inc
Wisconsin
$367K +$11.1K +59 +3%
RIG
656
Renaissance Investment Group
Massachusetts
$366K
BP
657
Ballentine Partners
Massachusetts
$365K +$15K +80 +4%
HT
658
Heritage Trust
Oklahoma
$363K +$363K +1,933 New
KWM
659
Keebeck Wealth Management
Illinois
$362K +$20.1K +107 +6%
SCA
660
Snowden Capital Advisors
New York
$361K -$1.31K -7 -0.4%
PCM
661
Parsons Capital Management
Rhode Island
$357K +$51.8K +276 +17%
CWM
662
Compass Wealth Management
Connecticut
$356K
WC
663
Wynn Capital
Georgia
$355K
HI
664
Horizon Investments
North Carolina
$353K +$2.81K +15 +0.8%
AG
665
Ascent Group
Virginia
$351K -$41.6K -222 -11%
CC
666
Centiva Capital
New York
$349K +$349K +1,860 New
Empower Advisory Group
667
Empower Advisory Group
Colorado
$347K -$34K -181 -9%
EGA
668
Eagle Global Advisors
Texas
$346K
SI
669
Stephens Inc
Arkansas
$341K
T. Rowe Price Investment Management
670
T. Rowe Price Investment Management
Maryland
$340K -$88.2K -469 -21%
IW
671
IronOak Wealth
Texas
$340K +$340K +1,810 New
PTC
672
Private Trust Company
Ohio
$336K +$1.69K +9 +0.5%
CGL
673
Clarius Group LLC
Washington
$332K +$563 +3 +0.2%
Walleye Capital
674
Walleye Capital
New York
$332K -$182K -970 -35%
EM
675
Excalibur Management
Massachusetts
$331K