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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
WA
1026
Whipplewood Advisors
Colorado
$1.31K +$1.37K +7 New
VWA
1027
Valued Wealth Advisors
Utah
$1.14K
NS
1028
NBC Securities
Alabama
$1.02K -$1.02M -5,199 -100%
TCM
1029
TD Capital Management
Tennessee
$946
ACA
1030
Atlas Capital Advisors
Wyoming
$938
CWC
1031
Carolinas Wealth Consulting
North Carolina
$938
TSMHT
1032
Thurston Springer Miller Herd & Titak
Indiana
$938
TCM
1033
Tradewinds Capital Management
Washington
$938 +$978 +5 New
WCM
1034
WealthTrak Capital Management
Virginia
$751 +$782 +4 New
CA
1035
Continuum Advisory
Idaho
$750
GFPC
1036
Global Financial Private Client
Florida
$750 +$782 +4 New
OSNBOA
1037
Old Second National Bank of Aurora
Illinois
$750 +$782 +4 New
MSWM
1038
Mowery & Schoenfeld Wealth Management
Illinois
$563 +$587 +3 New
PWM
1039
Parkworth Wealth Management
California
$563 +$587 +3 New
WW
1040
Winnow Wealth
Texas
$484 +$587 +3 New
TFM
1041
TFC Financial Management
Massachusetts
$376
RPA
1042
Redwood Park Advisors
California
$376 +$391 +2 New
KBFS
1043
Kohmann Bosshard Financial Services
Ohio
$375 +$391 +2 New
PWA
1044
Principia Wealth Advisory
Texas
$375 +$391 +2 New
SWA
1045
SOA Wealth Advisors
New York
$196
AGWCA
1046
Annis Gardner Whiting Capital Advisors
Florida
$188 +$196 +1 New
MMCM
1047
Murphy & Mullick Capital Management
New York
$188 +$196 +1 New
VHAM
1048
Van Hulzen Asset Management
California
$188 +$196 +1 New
AWM
1049
Activest Wealth Management
Florida
$139 +$196 +1 New
Voloridge Investment Management
1050
Voloridge Investment Management
Florida
-$17.1M -89,378 Closed