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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
JSW
676
Journey Strategic Wealth
New Jersey
$443K +$61.9K +434 +13%
KAM
677
Knightsbridge Asset Management
California
$443K +$150K +1,050 +39%
NS
678
NBC Securities
Alabama
$441K -$117K -820 -18%
JTWM
679
Jackson Thornton Wealth Management
Alabama
$440K -$63.3K -444 -10%
Lido Advisors
680
Lido Advisors
California
$439K -$41.9K -294 -7%
AP
681
Advisortrust Partners
North Carolina
$434K -$75.4K -529 -13%
MWM
682
Manske Wealth Management
Texas
$433K -$58.9K -413 -10%
TG
683
TCW Group
California
$431K +$25.1K +176 +5%
SP
684
Stablepoint Partners
Massachusetts
$426K -$1.44M -10,083 -74%
Brown Advisory
685
Brown Advisory
Maryland
$424K +$8.84K +62 +2%
RLH
686
RD Lewis Holdings
Florida
$424K -$19.2K -135 -4%
AWM
687
AE Wealth Management
Kansas
$417K +$16K +112 +3%
ABC
688
Associated Banc-Corp
Wisconsin
$414K +$150K +1,054 +43%
FMB
689
Field & Main Bank
Kentucky
$411K -$5.99K -42 -1%
IAS
690
Insigneo Advisory Services
Florida
$409K +$152K +1,069 +45%
LCWP
691
Legacy Capital Wealth Partners
Arkansas
$407K -$82.8K -581 -14%
MG
692
Mather Group
Illinois
$406K +$487K +3,416 New
QFW
693
QTR Family Wealth
Florida
$403K +$103K +723 +27%
CF
694
Convergence Financial
Missouri
$402K +$245K +1,715 +102%
LC
695
Lawood & Co
Pennsylvania
$401K
FWA
696
FSM Wealth Advisors
Ohio
$400K +$1.71K +12 +0.4%
IIA
697
ICW Investment Advisors
Arizona
$399K +$4.85K +34 +1%
WWM
698
Western Wealth Management
Colorado
$396K +$476K +3,339 New
AMBIA
699
Allen Mooney & Barnes Investment Advisors
Georgia
$394K +$33.4K +234 +8%
KP
700
Keel Point
Alabama
$393K +$471K +3,306 New