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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
PIM
801
Pullen Investment Management
Florida
$258K -$2.57K -18 -0.8%
UAG
802
United Advisor Group
Ohio
$258K -$45.1K -316 -13%
SF
803
Summit Financial
New Jersey
$255K +$37.5K +263 +14%
CT
804
Chicago Trust
Illinois
$255K +$37.6K +264 +14%
AW
805
Alteri Wealth
California
$254K -$12.1K -85 -4%
IFWM
806
Institute for Wealth Management
Colorado
$254K +$428 +3 +0.1%
CA
807
CoreCap Advisors
Michigan
$253K +$84K +589 +38%
WAM
808
Weatherly Asset Management
California
$252K
WI
809
WBI Investments
New Jersey
$252K +$302K +2,120 New
WG
810
Welch Group
Alabama
$251K
CI
811
Cigna Investments
Connecticut
$250K
IA
812
Integrity Alliance
Iowa
$250K +$2.85K +20 +1%
DT
813
DV Trading
Illinois
$249K +$299K +2,100 New
ATPW
814
Ashton Thomas Private Wealth
Arizona
$249K +$38.9K +273 +15%
CMBA
815
C.M. Bidwell & Associates
Hawaii
$247K +$297K +2,084 New
RWM
816
Ritholtz Wealth Management
New York
$247K +$76.6K +537 +35%
SRL
817
Scientech Research LLC
New Jersey
$246K +$295K +2,072 New
CS
818
Capital Square
Tennessee
$246K +$12.5K +88 +5%
LSPW
819
Lake Street Private Wealth
Illinois
$244K
IAIM
820
International Assets Investment Management
Florida
$244K +$30.9K +217 +12%
NP
821
NorthRock Partners
Minnesota
$244K +$74.3K +521 +34%
PFT
822
Providence First Trust
Arizona
$241K -$26.8K -188 -8%
HAS
823
HBW Advisory Services
California
$239K -$96K -673 -25%
AIP
824
Ameritas Investment Partners
Nebraska
$238K
RC
825
Rahlfs Capital
Texas
$238K