Guru Ownership Trend
Guru Analysis for Dell Technologies Inc. (DELL)
Dell Technologies Inc. (DELL), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $408.1 M.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.74 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 106.7%. Conversely, Cliff Asness reduced exposure by 27.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Dell Technologies Inc. (DELL)
Major holders include Cliff Asness ($162.06 M), Renaissance Technologies ($53.38 M), First Pacific Advisors ($48.21 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.69 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.74 M, with 8 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited DELL. The total reported sell value was $67 M.
Yes, 3 managers opened new positions in DELL, and 5 increased their existing holdings. The total reported buy value was $58.26 M.
