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Dollar General

896 hedge funds and large institutions have $18B invested in Dollar General in 2025 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 370 increasing their positions, 262 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
12.17%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
141
Increased
370
Reduced
262
Closed
121
Calls
$707M
Puts
$975M
Net Calls
-$268M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
551
Geneos Wealth Management
Colorado
$377K +$267K +2,336 +242%
FCM
552
Fairbanks Capital Management
California
$377K -$7.83K -89 -2%
IAA
553
Independent Advisor Alliance
North Carolina
$373K -$11.1K -126 -3%
MIP
554
Mondrian Investment Partners
United Kingdom
$370K
CB
555
Cadence Bank
Mississippi
$369K
MFG
556
Midwest Financial Group
Kansas
$364K -$18.5K -210 -5%
NS
557
NBC Securities
Alabama
$364K +$364K +4,142 +103,550%
HTC
558
Haverford Trust Company
Pennsylvania
$363K +$52.6K +598 +17%
HWMO
559
Heritage Wealth Management (Ohio)
Ohio
$361K -$88.8K -1,010 -20%
RSWM
560
Robertson Stephens Wealth Management
California
$359K -$114K -1,294 -24%
NGA
561
Naples Global Advisors
Florida
$359K -$147K -1,670 -29%
CTC
562
Cetera Trust Company
Minnesota
$353K -$92.3K -1,050 -21%
EGM
563
Engineers Gate Manager
New York
$345K -$2.86M -32,582 -89%
LI
564
LMCG Investments
Massachusetts
$343K -$2.37K -27 -0.7%
MSA
565
MUFG Securities Americas
New York
$342K +$56.8K +646 +20%
CAM
566
Cidel Asset Management
Ontario, Canada
$342K +$44.8K +509 +15%
JWA
567
JFS Wealth Advisors
Pennsylvania
$342K -$123K -1,395 -26%
MFIM
568
Mesirow Financial Investment Management
Illinois
$341K +$341K +3,872 New
RLH
569
RD Lewis Holdings
Florida
$337K -$9.48K -105 -3%
MPM
570
MBB Public Markets
Illinois
$337K +$337K +3,834 New
MAS
571
Meeder Advisory Services
Ohio
$334K +$334K +3,794 New
AIM
572
Advyzon Investment Management
Illinois
$333K +$333K +3,784 New
Brown Advisory
573
Brown Advisory
Maryland
$332K -$13.5K -154 -4%
Kovitz Investment Group Partners
574
Kovitz Investment Group Partners
Illinois
$329K +$84.1K +956 +34%
CSC
575
Caldwell Sutter Capital
California
$328K -$17.6K -200 -5%