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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
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
MSL
809
MILLINGTON SECURITIES, LLC
New Jersey
$252K +$302K +2,120 New
WI
810
WBI Investments
New Jersey
$252K +$302K +2,120 New
WG
811
Welch Group
Alabama
$251K
CI
812
Cigna Investments
Connecticut
$250K
IA
813
Integrity Alliance
Iowa
$250K +$2.85K +20 +1%
DT
814
DV Trading
Illinois
$249K +$299K +2,100 New
ATPW
815
Ashton Thomas Private Wealth
Arizona
$249K +$38.9K +273 +15%
CMBA
816
C.M. Bidwell & Associates
Hawaii
$247K +$297K +2,084 New
RWM
817
Ritholtz Wealth Management
New York
$247K +$76.6K +537 +35%
SRL
818
Scientech Research LLC
New Jersey
$246K +$295K +2,072 New
CS
819
Capital Square
Tennessee
$246K +$12.5K +88 +5%
LSPW
820
Lake Street Private Wealth
Illinois
$244K
IAIM
821
International Assets Investment Management
Florida
$244K +$30.9K +217 +12%
NP
822
NorthRock Partners
Minnesota
$244K +$74.3K +521 +34%
PFT
823
Providence First Trust
Arizona
$241K -$26.8K -188 -8%
HAS
824
HBW Advisory Services
California
$239K -$96K -673 -25%
AIP
825
Ameritas Investment Partners
Nebraska
$238K