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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
GAA
726
Global Assets Advisory
Florida
$359K -$12.5K -88 -3%
AFGAS
727
Allegiance Financial Group Advisory Services
Virginia
$358K +$185K +1,295 +75%
OIA
728
OneDigital Investment Advisors
Kansas
$358K -$77.6K -544 -15%
ECM
729
Everence Capital Management
Indiana
$357K
AWS
730
Arkfeld Wealth Strategies
Nebraska
$355K +$10.7K +75 +3%
CA
731
Claro Advisors
Massachusetts
$343K +$412K +2,892 New
APC
732
Aspire Private Capital
North Carolina
$343K -$275K -1,926 -40%
TWM
733
Thrive Wealth Management
Pennsylvania
$339K -$80.6K -565 -17%
GFPC
734
Global Financial Private Client
Florida
$338K +$406K +2,847 New
NWM
735
Northwest Wealth Management
Iowa
$337K +$22.4K +157 +6%
IAS
736
Integrity Advisory Solutions
Texas
$336K +$22.4K +157 +6%
MNBTD
737
Moody National Bank Trust Division
Texas
$336K -$111K -775 -22%
BFIM
738
Beese Fulmer Investment Management
Ohio
$334K +$137K +962 +52%
CWM
739
Cornerstone Wealth Management
Missouri
$331K -$6.84K -48 -2%
TC
740
TwinBeech Capital
New York
$329K +$396K +2,775 New
CIAM
741
Caitong International Asset Management
Hong Kong
$329K +$368K +2,583 +1,389%
BBHC
742
Brown Brothers Harriman & Co
New York
$325K +$144K +1,007 +58%
CSC
743
Caldwell Sutter Capital
California
$324K -$65K -456 -14%
LIM
744
Leavell Investment Management
Alabama
$323K +$7.13K +50 +2%
WS
745
Wedbush Securities
California
$321K +$69.3K +486 +22%
DWP
746
Daymark Wealth Partners
Ohio
$321K +$385K +2,701 New
RA
747
Ruggaard & Associates
Ohio
$318K +$13.3K +93 +4%
QL
748
Quarry LP
New York
$317K +$329K +2,307 +629%
MWM
749
Mission Wealth Management
California
$316K -$143 -1 -0%
DO
750
denkapparat Operations
Germany
$315K