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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
CA
1051
Crewe Advisors
Utah
$5.4K
HPC
1052
HM Payson & Co
Maine
$5.34K
BCWM
1053
Bartlett & Co Wealth Management
Ohio
$5.04K +$6.13K +43 +4,300%
PK
1054
Pflug Koory
Nebraska
$4.99K
MHR
1055
Matthew Hamilton Rosenberg
$4.99K +$2.99K +21 +100%
CB
1056
CNB Bank
Pennsylvania
$4.75K
SA
1057
SRH Advisors
Kansas
$4.65K -$1.57K -11 -22%
PWA
1058
Physician Wealth Advisors
Utah
$4.39K -$5.28K -37 -50%
ANBT
1059
American National Bank & Trust
Texas
$4.39K -$5.28K -37 -50%
SSG
1060
Summit Securities Group
New York
$4.27K -$72.1K -506 -93%
AF
1061
Alerus Financial
North Dakota
$4.27K
BWM
1062
Benson Wealth Management
Tennessee
$4.27K
RS
1063
Rakuten Securities
Japan
$4.16K -$285 -2 -5%
DSC
1064
Duncker Streett & Co
Missouri
$4.16K
AFC
1065
Ares Financial Consulting
California
$4.1K
FC
1066
Financial Consulate
Maryland
$4.04K -$428 -3 -8%
ADL
1067
Asset Dedication LLC
California
$4.04K +$570 +4 +13%
AWM
1068
Abound Wealth Management
Tennessee
$3.92K +$1.28K +9 +38%
MNA
1069
Manning & Napier Advisors
New York
$3.8K +$4.56K +32 New
BCPWM
1070
Bradley & Co Private Wealth Management
Florida
$3.56K
BHWM
1071
Bay Harbor Wealth Management
Maryland
$3.44K +$1.14K +8 +38%
NWM
1072
Nova Wealth Management
Florida
$3.44K +$4.13K +29 New
BFS
1073
Burkett Financial Services
South Carolina
$3.36K
TSMHT
1074
Thurston Springer Miller Herd & Titak
Indiana
$3.35K -$4.56K -32 -53%
SNB
1075
Security National Bank
Nebraska
$3.32K +$3.99K +28 New