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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
LS
876
Livforsakringsbolaget Skandia
Sweden
$190K
MIM
877
Meridiem Investment Management
United Kingdom
$184K
PWAM
878
Private Wealth Asset Management
Iowa
$181K -$1.71K -12 -0.8%
CSPIA
879
Cary Street Partners Investment Advisory
Virginia
$169K +$44.5K +312 +28%
ACA
880
Atlas Capital Advisors
Wyoming
$167K +$38.4K +269 +24%
MA
881
MCF Advisors
Kentucky
$155K +$71.3K +500 +62%
PFBT
882
Parkside Financial Bank & Trust
Missouri
$153K +$68.3K +479 +59%
DJSG
883
D.J. St. Germain
Massachusetts
$148K
SS
884
Sunbelt Securities
Texas
$147K +$168K +1,179 +1,965%
SAM
885
Smartleaf Asset Management
Massachusetts
$145K +$26.7K +187 +18%
RFP
886
Root Financial Partners
California
$145K +$117K +821 +204%
TWD
887
True Wealth Design
Ohio
$136K +$1.85K +13 +1%
HI
888
Harbour Investments
Wisconsin
$128K +$62.6K +439 +68%
MPWT
889
MassMutual Private Wealth & Trust
Connecticut
$127K -$22.1K -155 -13%
CTC
890
Cetera Trust Company
Minnesota
$125K -$709K -4,975 -83%
CNBTD
891
Citizens National Bank Trust Department
Mississippi
$122K
VEA
892
Virtus ETF Advisers
New York
$119K -$34.2K -240 -19%
CSP
893
Cary Street Partners
Virginia
$117K +$24.1K +169 +21%
LFG
894
Larson Financial Group
Missouri
$112K +$16.5K +116 +14%
CW
895
CrossGen Wealth
North Carolina
$110K
PB
896
Pinnacle Bancorp
Nebraska
$110K -$54K -379 -29%
FDW
897
Fourth Dimension Wealth
Ohio
$108K -$14.3K -100 -10%
BGAI
898
Bruce G. Allen Investments
Colorado
$106K -$9.27K -65 -7%
PB
899
Prosperity Bancshares
Texas
$104K -$1.71K -12 -1%
BC
900
Bayforest Capital
United Kingdom
$103K +$26.7K +187 +27%