WEDGE CAPITAL MANAGEMENT L L P/NC has opened a new $51.6M position in $DELL, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $DELL.
$DELL Hedge Fund Activity
We have seen 746 institutional investors add shares of $DELL stock to their portfolio, and 542 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANE STREET GROUP, LLC removed 6,556,053 shares (-88.0%) from their portfolio in Q3 2025, for an estimated $929,451,633
- WELLINGTON MANAGEMENT GROUP LLP added 2,937,137 shares (+4279.1%) to their portfolio in Q3 2025, for an estimated $416,397,912
- INVESCO LTD. added 2,191,317 shares (+82.3%) to their portfolio in Q3 2025, for an estimated $310,663,011
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,181,331 shares (+84.7%) to their portfolio in Q3 2025, for an estimated $309,247,295
- FRANKLIN RESOURCES INC added 1,685,529 shares (+541.9%) to their portfolio in Q3 2025, for an estimated $238,957,446
- FMR LLC removed 1,590,639 shares (-30.3%) from their portfolio in Q3 2025, for an estimated $225,504,891
- GHISALLO CAPITAL MANAGEMENT LLC removed 1,500,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $212,655,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$DELL Insider Trading Activity
$DELL insiders have traded $DELL stock on the open market 385 times in the past 6 months. Of those trades, 0 have been purchases and 385 have been sales.
Here’s a breakdown of recent trading of $DELL stock by insiders over the last 6 months:
- MICHAEL S DELL (Chief Executive Officer) sold 6,253,968 shares for an estimated $1,000,053,260
- IV (GP), L.L.C. SLTA has made 0 purchases and 186 sales selling 4,917,857 shares for an estimated $687,597,944.
- V (GP), L.L.C. SLTA has made 0 purchases and 186 sales selling 4,917,857 shares for an estimated $687,597,944.
- WILLIAM D GREEN has made 0 purchases and 6 sales selling 272,736 shares for an estimated $39,695,260.
- ELLEN JAMISON KULLMAN sold 79,806 shares for an estimated $12,255,009
- EGON DURBAN sold 71,000 shares for an estimated $9,806,520
- LAKE GROUP, L.L.C. SILVER has made 0 purchases and 2 sales selling 6,617 shares for an estimated $1,003,335.
- LYNN VOJVODICH RADAKOVICH has made 0 purchases and 2 sales selling 1,450 shares for an estimated $193,647.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$DELL Congressional Stock Trading
Members of Congress have traded $DELL stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $DELL stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 12/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$DELL Analyst Ratings
Wall Street analysts have issued reports on $DELL in the last several months. We have seen 10 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 11/26/2025
- Mizuho issued a "Outperform" rating on 11/26/2025
- Morgan Stanley issued a "Underweight" rating on 11/17/2025
- JP Morgan issued a "Overweight" rating on 11/17/2025
- Piper Sandler issued a "Overweight" rating on 10/22/2025
- Raymond James issued a "Outperform" rating on 10/21/2025
- Citigroup issued a "Buy" rating on 10/08/2025
To track analyst ratings and price targets for $DELL, check out Quiver Quantitative's $DELL forecast page.
$DELL Price Targets
Multiple analysts have issued price targets for $DELL recently. We have seen 14 analysts offer price targets for $DELL in the last 6 months, with a median target of $171.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $175.0 on 11/26/2025
- Erik Woodring from Morgan Stanley set a target price of $113.0 on 11/26/2025
- Wamsi Mohan from B of A Securities set a target price of $163.0 on 11/26/2025
- David Vogt from UBS set a target price of $167.0 on 11/26/2025
- Tim Long from Barclays set a target price of $148.0 on 11/26/2025
- Samik Chatterjee from JP Morgan set a target price of $170.0 on 11/17/2025
- James Fish from Piper Sandler set a target price of $172.0 on 10/22/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $DELL ticker page for more data.
