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Dollar General

1,148 hedge funds and large institutions have $25.7B invested in Dollar General in 2026 Q1 according to their latest regulatory filings, with 137 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: 137 | Existing positions closed: 138

2% less funds holding

Funds holding: 1,1691,148 (-21)

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
1,148
Holders Change
-21
Holders Change %
-1.8%
% 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
137
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
BFM
601
Boothbay Fund Management
New York
$664K +$487K +3,416 +157%
PL
602
Perpetual Ltd
Australia
$663K -$566K -3,967 -42%
CA
603
Clearstead Advisors
Ohio
$654K -$430K -3,013 -35%
EW
604
Evoke Wealth
California
$653K +$75.1K +527 +11%
MG
605
Marex Group
$650K +$493K +3,457 +171%
BS
606
Banco Santander
Spain
$647K -$235K -1,650 -23%
BP
607
Ballentine Partners
Massachusetts
$635K -$1.57K -11 -0.2%
CIA
608
Caerus Investment Advisors
Texas
$631K -$508K -3,565 -40%
VFA
609
Values First Advisors
Tennessee
$630K +$8.27K +58 +1%
PCIA
610
Prime Capital Investment Advisors
Kansas
$628K +$84.3K +591 +13%
SL
611
Sentry LLC
Tennessee
$627K -$7.84K -55 -1%
BMSSC
612
B. Metzler seel. Sohn & Co
Germany
$624K -$27.5K -193 -4%
PFPG
613
Pinnacle Financial Partners (Georgia)
Georgia
$619K -$72.4K -508 -9%
Vontobel Holding
614
Vontobel Holding
Switzerland
$617K -$34.1K -239 -4%
FPL
615
Fortress Private Ledger
North Carolina
$615K +$64.6K +453 +10%
Federated Hermes
616
Federated Hermes
Pennsylvania
$614K +$134K +940 +22%
SG
617
Sankala Group
Colorado
$608K -$1.57K -11 -0.2%
BTW
618
Boston Trust Walden
Massachusetts
$605K -$42.8K -300 -6%
JCIA
619
Jackson Creek Investment Advisors
Colorado
$603K -$6.84K -48 -0.9%
CBT
620
CoreFirst Bank & Trust
Kansas
$597K +$4.28K +30 +0.6%
CTC
621
Central Trust Company
Missouri
$595K +$70.6K +495 +11%
LOAMS
622
Lombard Odier Asset Management (Switzerland)
Switzerland
$594K +$714K +5,006 New
JPWM
623
Jamison Private Wealth Management
Georgia
$592K -$26.4K -185 -4%
ERSOT
624
Employees Retirement System of Texas
Texas
$590K -$913K -6,404 -56%
LGA
625
Lebenthal Global Advisors
New York
$587K -$142K -999 -17%