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
13.81%
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 %
OCPWS
801
One Charles Private Wealth Services
Massachusetts
$211K
RB
802
Rodgers Brothers
Pennsylvania
$210K
OWA
803
Opal Wealth Advisors
New York
$208K
CAM
804
Claret Asset Management
Quebec, Canada
$208K +$1.32K +7 +0.6%
SHFA
805
SS&H Financial Advisors
Michigan
$207K
MJP
806
Michael J. Puzo
$206K -$131K -700 -39%
AWCI
807
Alpine Woods Capital Investors
New York
$206K
MCM
808
Manchester Capital Management
Vermont
$206K
RCWM
809
Royal Capital Wealth Management
Indiana
$205K -$3.75K -20 -2%
LK
810
Lumbard & Kellner
New Hampshire
$204K
KWAG
811
Kiely Wealth Advisory Group
North Carolina
$204K
DP
812
Dearborn Partners
Illinois
$203K +$203K +1,081 New
FHA
813
Flagship Harbor Advisors
Massachusetts
$201K -$21.4K -114 -10%
TPCW
814
TD Private Client Wealth
New York
$191K +$107K +571 +128%
ETC
815
Exchange Traded Concepts
Oklahoma
$190K -$52.5K -280 -22%
NRG
816
Nemes Rush Group
Michigan
$190K +$43.7K +233 +30%
AT
817
Arlington Trust
Alabama
$188K
RMP
818
Richards, Merrill & Peterson
Washington
$188K +$188K +1,000 New
PCM
819
Penserra Capital Management
California
$184K +$62.2K +334 +51%
WTC
820
WhitTier Trust Company
Nevada
$181K +$34K +181 +23%
GTAM
821
Global Trust Asset Management
Florida
$172K -$46.9K -250 -21%
GRP
822
Global Retirement Partners
California
$166K -$612K -3,263 -79%
1IA
823
1620 Investment Advisors
Massachusetts
$147K -$5.25K -28 -3%
T
824
TOBAM
France
$147K +$80.7K +431 +122%
CT
825
Colonial Trust
South Carolina
$135K +$13.5K +72 +11%