1,038 hedge funds and large institutions have $21.7B invested in Dover in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 392 increasing their positions, 338 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
-7
Holders Change %
-0.67%
% of All Funds
13.92%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
100
Increased
392
Reduced
338
Closed
89
Calls
$168M
Puts
$46.4M
Net Calls
+$121M
Net Calls Change
+$59.9M
Name Holding Trade Value Shares
Change
Shares
Change %
API
1001
Asset Planning Inc
California
$2.38K
PSFG
1002
Park Square Financial Group
Georgia
$2.38K
AGWCA
1003
Annis Gardner Whiting Capital Advisors
Florida
$2.38K +$2.38K +13 New
DF
1004
Dunhill Financial
United Kingdom
$2.31K -$4.24K -22 -65%
BWAM
1005
Boyd Watterson Asset Management
Ohio
$2.2K
WCM
1006
WealthTrak Capital Management
Virginia
$1.83K -$367 -2 -17%
RP
1007
Raelipskie Partnership
Ontario, Canada
$1.83K
OW
1008
Olistico Wealth
Oklahoma
$1.83K
DWM
1009
Dogwood Wealth Management
Kansas
$1.7K +$1.32K +7 +350%
AWM
1010
Abound Wealth Management
Tennessee
$1.65K
CTA
1011
Colonial Trust Advisors
South Carolina
$1.65K
HWP
1012
Highline Wealth Partners
California
$1.48K -$3.14K -17 -68%
SIC
1013
SJS Investment Consulting
Ohio
$1.47K -$916 -5 -38%
PWMG
1014
Private Wealth Management Group
New Jersey
$1.47K
DI
1015
DAGCO Inc
Ohio
$1.47K
WA
1016
Whipplewood Advisors
Colorado
$1.28K -$13.9K -76 -92%
PWA
1017
Principia Wealth Advisory
Texas
$1.28K +$1.1K +6 +600%
QWM
1018
Quaker Wealth Management
New Jersey
$1.28K +$1.28K +7 New
BHWM
1019
Bay Harbor Wealth Management
Maryland
$1.28K +$549 +3 +75%
VWA
1020
Valued Wealth Advisors
Utah
$1.11K
HIA
1021
HFM Investment Advisors
New Jersey
$1.1K +$733 +4 +200%
TIM
1022
Tortoise Investment Management
New York
$1.1K +$1.1K +6 New
TSMHT
1023
Thurston Springer Miller Herd & Titak
Indiana
$916
ACA
1024
Atlas Capital Advisors
Wyoming
$916
PWM
1025
Parkworth Wealth Management
California
$916 +$366 +2 +67%