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Dollar General

1,146 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

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
1,146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$401M
Puts
$541M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGK
1001
Steigerwald Gordon & Koch
Virginia
$11.9K
SIC
1002
Salem Investment Counselors
North Carolina
$11.9K
TCOT
1003
Trust Company of Toledo
Ohio
$11.8K
SA
1004
Scarborough Advisors
Maryland
$11.8K
IBOK
1005
Independence Bank of Kentucky
Kentucky
$11.5K
JFA
1006
JNBA Financial Advisors
Minnesota
$11.5K
HWA
1007
Heritage Wealth Advisors
Virginia
$11.4K
W
1008
WealthCollab
Washington
$11.3K
WIM
1009
Westside Investment Management
California
$10.5K
MFP
1010
Meramec Financial Planners
Missouri
$10.1K
CT
1011
Caldwell Trust
Florida
$10.1K
NEWAS
1012
N.E.W. Advisory Services
Wisconsin
$10.1K
MCA
1013
Midwest Capital Advisors
Michigan
$9.86K
BIA
1014
Bell Investment Advisors
California
$9.5K
CPG
1015
Cornerstone Planning Group
New Jersey
$9.49K
FP
1016
Financial Perspectives
Minnesota
$9.14K
1IA
1017
1620 Investment Advisors
Massachusetts
$9.1K
ST
1018
Smithfield Trust
Pennsylvania
$9K
EWM
1019
Evolution Wealth Management
Florida
$8.9K
S
1020
Sachetta
Massachusetts
$8.79K
DWP
1021
Destiny Wealth Partners
Florida
$8.43K
DAM
1022
Delta Asset Management
Tennessee
$8.31K
SC
1023
Swan Capital
Florida
$8.11K
SJIM
1024
St. Johns Investment Management
Florida
$7.96K
HWA
1025
HHM Wealth Advisors
Tennessee
$7.84K