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1,050 hedge funds and large institutions have $21.8B invested in Dover in 2024 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 365 increasing their positions, 309 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 67

76% more call options, than puts

Call options by funds: $101M | Put options by funds: $57.6M

18% more repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 309

6% more funds holding

Funds holding: 9891,050 (+61)

0% less ownership

Funds ownership: 84.88%84.87% (-0%)

2% less capital invested

Capital invested by funds: $22.4B → $21.8B (-$517M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
1,050
Holders Change
+61
Holders Change %
+6.17%
% of All Funds
13.83%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
143
Increased
365
Reduced
309
Closed
67
Calls
$101M
Puts
$57.6M
Net Calls
+$43.8M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
801
ORG Partners
Indiana
$214K +$11.3K +58 +5%
PFA
802
Pathway Financial Advisors
Vermont
$214K
GWM
803
GSB Wealth Management
Connecticut
$213K +$587 +3 +0.3%
GA
804
Geller Advisors
New York
$213K +$222K +1,136 New
CTC
805
Central Trust Company
Missouri
$213K
AWM
806
Aberdeen Wealth Management
Illinois
$211K
OCPWS
807
One Charles Private Wealth Services
Massachusetts
$211K
RB
808
Rodgers Brothers
Pennsylvania
$210K
OWA
809
Opal Wealth Advisors
New York
$208K
CAM
810
Claret Asset Management
Quebec, Canada
$208K +$1.37K +7 +0.6%
SHFA
811
SS&H Financial Advisors
Michigan
$207K
MJP
812
Michael J. Puzo
$206K -$137K -700 -39%
AWCI
813
Alpine Woods Capital Investors
New York
$206K
MCM
814
Manchester Capital Management
Vermont
$206K
RCWM
815
Royal Capital Wealth Management
Indiana
$205K -$3.91K -20 -2%
LK
816
Lumbard & Kellner
New Hampshire
$204K
KWAG
817
Kiely Wealth Advisory Group
North Carolina
$204K
DP
818
Dearborn Partners
Illinois
$203K +$211K +1,081 New
FHA
819
Flagship Harbor Advisors
Massachusetts
$201K -$22.3K -114 -10%
TPCW
820
TD Private Client Wealth
New York
$191K +$112K +571 +128%
ETC
821
Exchange Traded Concepts
Oklahoma
$190K -$54.8K -280 -22%
NRG
822
Nemes Rush Group
Michigan
$190K +$45.6K +233 +30%
AT
823
Arlington Trust
Alabama
$188K
RMP
824
Richards, Merrill & Peterson
Washington
$188K +$196K +1,000 New
PCM
825
Penserra Capital Management
California
$184K +$65.3K +334 +51%