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Dollar General

1,146 hedge funds and large institutions have $25.7B invested in Dollar General in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 461 increasing their positions, 379 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 379

0.21% more ownership

Funds ownership: 98.31%98.52% (+0.21%)

1% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 138

2% less funds holding

Funds holding: 1,1681,146 (-22)

10% less capital invested

Capital invested by funds: $28.7B → $25.7B (-$2.97B)

26% less call options, than puts

Call options by funds: $401M | Put options by funds: $541M

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,146
Holders Change
-22
Holders Change %
-1.88%
% of All Funds
14.12%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.15%
New
136
Increased
461
Reduced
379
Closed
138
Calls
$401M
Puts
$541M
Net Calls
-$140M
Net Calls Change
+$80.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.01B +$42.3M +296,599 +1%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.7B +$2.04B +14,305,232 New
State Street
3
State Street
Massachusetts
$1.33B +$23.1M +161,946 +1%
VPM
4
Vanguard Portfolio Management
Pennsylvania
$1.3B +$1.56B +10,937,158 New
Pzena Investment Management
5
Pzena Investment Management
New York
$819M -$539M -3,779,282 -35%
JP Morgan Chase
6
JP Morgan Chase
New York
$695M +$760M +5,327,473 +932%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$691M +$19.3M +135,037 +2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$610M +$204M +1,430,626 +38%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$529M +$5.37M +37,651 +0.9%
Morgan Stanley
10
Morgan Stanley
New York
$513M -$278M -1,949,946 -31%
Bank of America
11
Bank of America
North Carolina
$442M -$4.42M -30,967 -0.8%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$375M +$209M +1,462,645 +86%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$374M -$23.3M -163,255 -5%
Goldman Sachs
14
Goldman Sachs
New York
$372M +$54.6M +383,073 +14%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$341M +$23.9M +167,546 +6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$332M +$10.7M +75,323 +3%
Franklin Resources
17
Franklin Resources
California
$326M +$51.9M +363,945 +15%
Invesco
18
Invesco
Georgia
$326M +$24.8M +173,872 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$323M -$1.3M -9,134 -0.3%
Allianz Asset Management
20
Allianz Asset Management
Germany
$275M +$169M +1,186,308 +105%
LCIP
21
Life Cycle Investment Partners
$268M -$68.6M -480,944 -18%
Marshall Wace
22
Marshall Wace
United Kingdom
$265M +$77.4M +542,500 +32%
Northern Trust
23
Northern Trust
Illinois
$257M +$1.77M +12,426 +0.6%
UBS AM
24
UBS AM
Illinois
$248M +$9.14M +64,118 +3%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$227M +$67.8M +475,818 +33%