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Dollar General

1,052 hedge funds and large institutions have $21.6B invested in Dollar General in 2025 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 427 increasing their positions, 320 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% less call options, than puts

Call options by funds: $638M | Put options by funds: $687M

8% less capital invested

Capital invested by funds: $23.5B → $21.6B (-$1.82B)

30% less funds holding in top 10

Funds holding in top 10: 2719 (-8)

Holders
1,052
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$638M
Puts
$687M
Net Calls
Net Calls Change

Top Sellers

1 -$521M
2 -$130M
3 -$123M
4
Holocene Advisors
Holocene Advisors
New York
-$85.4M
5
Fidelity International
Fidelity International
Bermuda
-$70.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
726
Pinnacle Associates
New York
$261K
SMA
727
Sage Mountain Advisors
Georgia
$260K
CS
728
Capital Square
Tennessee
$260K
KWA
729
Kingswood Wealth Advisors
California
$258K
MM
730
MQS Management
New York
$255K
PTC
731
Petrus Trust Company
Texas
$255K
LFAS
732
Level Four Advisory Services
Texas
$254K
AFT
733
Alpha Family Trust
California
$253K
WA
734
Waddell & Associates
Tennessee
$253K
JTWM
735
Jackson Thornton Wealth Management
Alabama
$251K
M1FG
736
Mach-1 Financial Group
Arkansas
$250K
IAS
737
Integrity Advisory Solutions
Texas
$250K
RA
738
RFG Advisory
Alabama
$248K
DMBA
739
Deseret Mutual Benefit Administrators
Utah
$245K
VA
740
VestGen Advisors
Illinois
$245K
NWWA
741
New Wave Wealth Advisors
Arkansas
$244K
PFM
742
Patton Fund Management
Texas
$243K
SW
743
SteelPeak Wealth
California
$242K
BFA
744
Benedict Financial Advisors
Georgia
$241K
CT
745
Chicago Trust
Illinois
$241K
TFS
746
Thoroughbred Financial Services
Tennessee
$241K
RBFC
747
Roman Butler Fullerton & Co
Missouri
$239K
VFA
748
Valeo Financial Advisors
Indiana
$238K
SPC
749
Sigma Planning Corp
Michigan
$238K
CGPCS
750
Capital Group Private Client Services
California
$237K