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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
TC
1001
Truvestments Capital
Florida
$3.25K
CAL
1002
Capital Advisors Ltd
Ohio
$3K
FIA
1003
FPC Investment Advisory
California
$2.85K
PWA
1004
Physician Wealth Advisors
Utah
$2.81K +$2.93K +15 New
WWM
1005
Wolff Wiese Magana
California
$2.63K
SIC
1006
SJS Investment Consulting
Ohio
$2.44K -$1.37K -7 -35%
API
1007
Asset Planning Inc
California
$2.44K +$2.54K +13 New
PSFG
1008
Park Square Financial Group
Georgia
$2.44K +$2.54K +13 New
BWAM
1009
Boyd Watterson Asset Management
Ohio
$2.25K
EBA
1010
Eagle Bay Advisors
New York
$2.25K
NC
1011
NewSquare Capital
Pennsylvania
$2.25K +$2.35K +12 New
CWP
1012
Clark Wealth Partners
Illinois
$2.06K +$2.15K +11 New
IGAM
1013
iA Global Asset Management
Quebec, Canada
$2K -$1.43M -7,308 -100%
1L
1014
10Elms LLP
Oklahoma
$1.93K +$1.96K +10 New
RP
1015
Raelipskie Partnership
Ontario, Canada
$1.88K -$15.6K -80 -89%
NCM
1016
Northwest Capital Management
Oregon
$1.88K
OW
1017
Olistico Wealth
Oklahoma
$1.88K
USB
1018
Union Savings Bank
Connecticut
$1.88K
DRP
1019
Decker Retirement Planning
Utah
$1.88K +$1.96K +10 New
AWM
1020
Abound Wealth Management
Tennessee
$1.69K -$587 -3 -25%
TWD
1021
True Wealth Design
Ohio
$1.69K
CTA
1022
Colonial Trust Advisors
South Carolina
$1.69K
TPW
1023
Talon Private Wealth
Florida
$1.69K
PWMG
1024
Private Wealth Management Group
New Jersey
$1.5K
PWA
1025
Provenance Wealth Advisors
Florida
$1.5K