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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
TCA
926
Trifecta Capital Advisors
Illinois
$18.8K
FDW
927
Fourth Dimension Wealth
Ohio
$18.8K +$19.6K +100 New
PAM
928
Parvin Asset Management
South Dakota
$18.8K +$19.6K +100 New
VWM
929
Vermillion Wealth Management
Minnesota
$18.8K +$19.6K +100 New
RA
930
Rise Advisors
New York
$17.6K
ZB
931
Zions Bancorporation
Utah
$17.3K -$3.71K -19 -17%
MTC
932
Matrix Trust Company
Colorado
$17K -$391 -2 -2%
GKIM
933
GW&K Investment Management
Massachusetts
$17K
BCMLT
934
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.9K +$17.6K +90 New
CA
935
CoreCap Advisors
Michigan
$16.7K -$391 -2 -2%
SC
936
Stephens Consulting
Michigan
$16.3K
DWM
937
Darwin Wealth Management
Florida
$15.8K +$16.4K +84 New
CSWM
938
Cassady Schiller Wealth Management
Ohio
$15.8K +$6.26K +32 +62%
CFO
939
CVA Family Office
Colorado
$15.6K +$10.4K +53 +177%
JWA
940
JFS Wealth Advisors
Pennsylvania
$15.2K
SIS
941
Sound Income Strategies
Florida
$15K
AAP
942
Arax Advisory Partners
Colorado
$14.8K
SO
943
Sierra Ocean
California
$14.2K +$14.7K +75 New
TF
944
Tompkins Financial
New York
$14.1K
CAL
945
Capital Analysts LLC
Pennsylvania
$14K +$2.54K +13 +21%
KFI
946
Key Financial Inc
Pennsylvania
$13.3K
MA
947
MCF Advisors
Kentucky
$13.3K
TFGT
948
TS Financial Group (TSFG)
Illinois
$13K
CT
949
Caldwell Trust
Florida
$12.9K
WAS
950
Winch Advisory Services
Wisconsin
$12.5K