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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
JWM
1026
JPL Wealth Management
Colorado
$7.78K +$9.41K +66 New
FFA
1027
Frazier Financial Advisors
Ohio
$7.72K
CBT
1028
Crews Bank & Trust
Florida
$7.6K +$9.13K +64 New
GSEP
1029
Golden State Equity Partners
California
$7.49K +$8.98K +63 New
ME
1030
McIlrath & Eck
Washington
$7.48K
DWS
1031
Dynamic Wealth Strategies
California
$7.36K
BW
1032
Bravera Wealth
North Dakota
$7.24K
WAG
1033
Wilkerson Advisory Group
Missouri
$7.23K +$998 +7 +13%
CWP
1034
Clark Wealth Partners
Illinois
$7.01K -$713 -5 -8%
AW
1035
Avion Wealth
Texas
$7K +$428 +3 +5%
AF
1036
Advisornet Financial
Minnesota
$6.89K +$285 +2 +4%
CFM
1037
Cornerstone Financial Management
Massachusetts
$6.77K +$285 +2 +4%
HFS
1038
Hughes Financial Services
Virginia
$6.53K +$3.56K +25 +83%
PPC
1039
Park Place Capital
Alabama
$6.41K -$570 -4 -7%
RWM
1040
RMG Wealth Management
Wisconsin
$6.38K +$8.7K +61 New
KCM
1041
Key Capital Management
Tennessee
$6.29K
EWP
1042
Elevation Wealth Partners
California
$6.29K +$998 +7 +15%
SIS
1043
Sound Income Strategies
Florida
$6.22K
GIM
1044
Groesbeck Investment Management
New Jersey
$6K
CFS
1045
CGC Financial Services
Oregon
$5.94K
CSB
1046
City State Bank
Iowa
$5.82K
WA
1047
Whipplewood Advisors
Colorado
$5.7K +$6.27K +44 +1,100%
HWP
1048
Highline Wealth Partners
California
$5.59K +$5.28K +37 +370%
MAM
1049
Marquette Asset Management
Minnesota
$5.58K
ACM
1050
Anfield Capital Management
California
$5.58K -$4.28K -30 -39%