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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
BC
901
Bayforest Capital
United Kingdom
$103K +$26.7K +187 +27%
RF
902
Rossby Financial
Florida
$102K -$32.4K -227 -21%
CPBTD
903
Central Pacific Bank - Trust Division
Hawaii
$98.5K +$118K +830 New
SWM
904
Spire Wealth Management
Virginia
$92.2K -$16.4K -115 -13%
CH
905
Cromwell Holdings
Wyoming
$91.4K +$855 +6 +0.8%
CFO
906
CVA Family Office
Colorado
$88K -$7.41K -52 -7%
RCM
907
Raleigh Capital Management
North Carolina
$84.1K -$55.8K -391 -36%
MWC
908
MBM Wealth Consultants
Missouri
$75K +$90.1K +632 New
OL
909
OneFund LLC
Florida
$70.8K -$2.42K -17 -3%
SC
910
SouthState Corp
Florida
$69.3K
AUB
911
Atlantic Union Bankshares
Virginia
$68.3K -$7.13K -50 -8%
M
912
MOTCO
Texas
$66.6K
PTC
913
Private Trust Company
Ohio
$66K -$9.7K -68 -11%
QC
914
Quent Capital
New York
$65.9K -$2.14K -15 -3%
BF
915
BOK Financial
Oklahoma
$64.4K -$1.71K -12 -2%
BWA
916
Basecamp Wealth Advisors
Washington
$63.4K +$28.4K +199 +59%
ICM
917
Islay Capital Management
Texas
$62.3K -$1.02M -7,135 -93%
GSWM
918
Golden State Wealth Management
California
$61.3K -$2.14K -15 -3%
KTC
919
Kentucky Trust Company
Kentucky
$60K
NFSG
920
Newbridge Financial Services Group
Florida
$59.4K -$234K -1,641 -77%
TTIC
921
Tower Trust & Investment Company
Iowa
$59.4K
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$56.8K +$570 +4 +0.8%
AT
923
Arlington Trust
Alabama
$53.3K +$5.7K +40 +10%
SIC
924
SJS Investment Consulting
Ohio
$53.1K +$20K +140 +46%
GEA
925
Glen Eagle Advisors
New Jersey
$53K +$143 +1 +0.2%