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Dover
DOV

Overview Fund Activity

1,045 hedge funds and large institutions have $20.2B invested in Dover in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 329 increasing their positions, 379 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
14.19%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
109
Increased
329
Reduced
379
Closed
85
Calls
$104M
Puts
$42.4M
Net Calls
+$61.3M
Net Calls Change
+$17.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
2
CC
Cartenna Capital
Connecticut
+$87.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$76.5M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$56.1M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$47.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$206M
2
Citadel Advisors
Citadel Advisors
Florida
-$167M
3
Boston Partners
Boston Partners
Massachusetts
-$94.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$44.1M
5
Two Sigma Investments
Two Sigma Investments
New York
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1001
Physician Wealth Advisors
Utah
$2.64K – – –
TWD
1002
True Wealth Design
Ohio
$2.64K +$1.05K +6 +67%
GFPC
1003
Global Financial Private Client
Florida
$2.46K +$1.76K +10 +250%
API
1004
Asset Planning Inc
California
$2.28K – – –
PSFG
1005
Park Square Financial Group
Georgia
$2.28K – – –
SIC
1006
SJS Investment Consulting
Ohio
$2.28K – – –
WCM
1007
WealthTrak Capital Management
Virginia
$2.11K +$1.41K +8 +200%
BWAM
1008
Boyd Watterson Asset Management
Ohio
$2.11K – – –
HHGA
1009
Halbert Hargrove Global Advisors
California
$1.93K +$1.93K +11 New
1L
1010
10Elms LLP
Oklahoma
$1.81K – – –
NCM
1011
Northwest Capital Management
Oregon
$1.76K – – –
RP
1012
Raelipskie Partnership
Ontario, Canada
$1.76K – – –
OW
1013
Olistico Wealth
Oklahoma
$1.76K – – –
USB
1014
Union Savings Bank
Connecticut
$1.76K – – –
AWM
1015
Abound Wealth Management
Tennessee
$1.58K – – –
CTA
1016
Colonial Trust Advisors
South Carolina
$1.58K – – –
PWMG
1017
Private Wealth Management Group
New Jersey
$1.41K – – –
PWA
1018
Provenance Wealth Advisors
Florida
$1.41K – – –
DI
1019
DAGCO Inc
Ohio
$1.41K +$1.41K +8 New
AWM
1020
Activest Wealth Management
Florida
$1.36K +$1.19K +7 +700%
WA
1021
Whipplewood Advisors
Colorado
$1.23K +$1.13K +76 +1,086%
VWA
1022
Valued Wealth Advisors
Utah
$1.07K – – –
TCM
1023
TD Capital Management
Tennessee
$888 – – –
UFF
1024
USA Financial Formulas
Michigan
$878 -$728K -4,145 -100%
TSMHT
1025
Thurston Springer Miller Herd & Titak
Indiana
$878 – – –
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