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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
CMA
1076
Cedar Mountain Advisors
Oregon
$3.21K +$3.85K +27 New
SHIM
1077
Stone House Investment Management
Pennsylvania
$3.09K
DF
1078
Dunhill Financial
United Kingdom
$2.99K -$285 -2 -7%
BWL
1079
Bogart Wealth LLC
Virginia
$2.97K -$4.13K -29 -54%
GWP
1080
Gen-Wealth Partners
Michigan
$2.97K
WA
1081
Westfuller Advisors
New York
$2.62K
HNW
1082
High Note Wealth
Minnesota
$2.61K +$1.85K +13 +144%
BLC
1083
Brown, Lisle/Cummings
Rhode Island
$2.49K
FMP
1084
Financial Management Professionals
Texas
$2.49K
BH
1085
Burk Holdings
Oklahoma
$2.49K +$2.99K +21 New
JSAM
1086
J. Safra Asset Management
New York
$2.38K
KG
1087
Kilter Group
New York
$2.38K
MS
1088
Monetary Solutions
Ohio
$2.38K
AFG
1089
Albion Financial Group
Utah
$2.38K +$2.42K +17 +567%
SRCM
1090
Signature Resources Capital Management
California
$2.26K
Kayne Anderson Rudnick Investment Management
1091
Kayne Anderson Rudnick Investment Management
California
$2.13K
STB
1092
S&T Bank
Pennsylvania
$2.02K
SFS
1093
Sunrise Financial Services
Washington
$2.02K
PCM
1094
Penserra Capital Management
California
$2K -$347K -2,436 -99%
VNA
1095
Valley National Advisers
Pennsylvania
$2K +$570 +4 +29%
KPP
1096
Kings Path Partners
Texas
$1.99K
FNWA
1097
Financial Network Wealth Advisors
Utah
$1.9K
NB
1098
NBT Bank
New York
$1.9K +$2.28K +16 New
VWM
1099
Vermillion Wealth Management
Minnesota
$1.9K +$2.28K +16 New
TIAAOA
1100
Teachers Insurance & Annuity Association of America
New York
$1.78K -$12.1K -85 -85%