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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
SPC
851
Sigma Planning Corp
Michigan
$216K -$71K -498 -21%
CA
852
Commerzbank Aktiengesellschaft
Germany
$215K -$12.1K -85 -4%
IMC Chicago
853
IMC Chicago
Illinois
$215K -$14.8M -103,900 -98%
Envestnet Portfolio Solutions
854
Envestnet Portfolio Solutions
Illinois
$214K +$258K +1,806 New
UB
855
UMB Bank
Missouri
$214K -$2.42K -17 -0.9%
ATS
856
Ashton Thomas Securities
New York
$214K +$257K +1,800 New
AIP
857
Avail Investment Partners
Pennsylvania
$212K +$255K +1,786 New
WC
858
Whitney & Co
New York
$212K
OWA
859
Octavia Wealth Advisors
Ohio
$211K
VWM
860
Venturi Wealth Management
Texas
$208K -$875K -6,138 -78%
KCM
861
Kornitzer Capital Management
Kansas
$208K -$15K -105 -6%
7WCP
862
71 West Capital Partners
Massachusetts
$207K +$249K +1,747 New
FWP
863
Family Wealth Partners
North Carolina
$207K +$249K +1,744 New
HIS
864
Harvest Investment Services
Illinois
$207K +$19.2K +135 +8%
SIA
865
Soltis Investment Advisors
Utah
$205K +$16.5K +116 +7%
CFG
866
Cooper Financial Group
California
$205K +$246K +1,726 New
PTP
867
Platform Technology Partners
New York
$203K +$244K +1,709 New
RSWM
868
Robertson Stephens Wealth Management
California
$201K -$554K -3,888 -70%
CT
869
Colonial Trust
South Carolina
$198K -$285 -2 -0.1%
ZBNA
870
Zions Bancorporation, National Association
Utah
$198K +$31.2K +219 +15%
TWC
871
TD Waterhouse Canada
Ontario, Canada
$197K +$68.6K +481 +40%
VCM
872
Versant Capital Management
Arizona
$196K +$38.5K +270 +20%
OP
873
Oslo Pensjonsforsikring
$195K +$234K +1,641 New
TFA
874
Transamerica Financial Advisors
Florida
$193K +$19.2K +135 +9%
AA
875
AlphaCentric Advisors
Puerto Rico
$191K +$230K +1,612 New