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Dollar General

1,147 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: 1,1691,147 (-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
1,147
Holders Change
-22
Holders Change %
-1.88%
% of All Funds
14.13%
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
BPWM
551
Badgley Phelps Wealth Managers
Washington
$824K +$5.13K +36 +0.5%
OIAM
552
OFI Invest Asset Management
France
$823K +$550K +3,856 +106%
AAP
553
Arax Advisory Partners
Colorado
$819K -$920K -6,454 -48%
BIAS
554
Beacon Investment Advisory Services
New Jersey
$805K +$168K +1,177 +21%
FPW
555
Fairvoy Private Wealth
Alabama
$805K -$625K -4,382 -39%
CMF
556
Counterpoint Mutual Funds
California
$805K +$967K +6,780 New
MA
557
Mutual Advisors
Nebraska
$802K +$56.7K +398 +6%
SCP
558
Sivia Capital Partners
California
$801K +$21K +147 +2%
SICM
559
Sustainable Insight Capital Management
New York
$788K +$599K +4,200 +172%
MR
560
Munich Reinsurance
$776K -$410K -2,877 -31%
EPW
561
Evolve Private Wealth
California
$776K +$96.1K +674 +11%
WPC
562
Wedmont Private Capital
Pennsylvania
$770K +$70.2K +492 +9%
CL
563
Choreo LLC
Illinois
$769K +$274K +1,919 +42%
TA
564
Tectonic Advisors
Texas
$761K +$32.5K +228 +4%
IA
565
IFP Advisors
Florida
$755K -$205K -1,439 -18%
SPIA
566
Steward Partners Investment Advisory
New York
$748K +$80.7K +566 +10%
IB
567
Intrust Bank
Kansas
$742K +$101K +711 +13%
VSQM
568
V-Square Quantitative Management
Illinois
$740K -$26.8K -188 -3%
GCP
569
GSA Capital Partners
United Kingdom
$739K +$498K +3,490 +128%
DT
570
Diversified Trust
Tennessee
$736K +$35.2K +247 +4%
DILIC
571
Dai-ichi Life Insurance Company
Japan
$735K +$205K +1,437 +30%
PMAM
572
Picton Mahoney Asset Management
Ontario, Canada
$734K +$496K +3,476 +128%
NW
573
NewEdge Wealth
Pennsylvania
$731K -$147K -1,033 -14%
CP
574
CenterBook Partners
Connecticut
$730K +$877K +6,148 New
ASN
575
Advisory Services Network
Georgia
$728K +$104K +726 +13%