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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
TM
1101
Torren Management
California
$1.68K
DWM
1102
Darwin Wealth Management
Florida
$1.62K
HIC
1103
Hamrick Investment Counsel
Washington
$1.43K
WBWA
1104
William B. Walkup & Associates
South Carolina
$1.41K
PWMG
1105
Private Wealth Management Group
New Jersey
$1.31K +$1.57K +11 New
PWA
1106
Portus Wealth Advisors
North Carolina
$1.31K +$1.57K +11 New
LWM
1107
Lodestone Wealth Management
Washington
$1.27K
TBFA
1108
Three Bearings Fiduciary Advisors
New Hampshire
$1.19K
NL
1109
NVWM LLC
Pennsylvania
$1.19K
DWM
1110
Dogwood Wealth Management
Kansas
$1.19K +$855 +6 +150%
HIA
1111
HFM Investment Advisors
New Jersey
$1.07K
WA
1112
WestEnd Advisors
North Carolina
$1.07K
HFM
1113
Harvest Fund Management
China
$1K -$14.3K -100 -89%
MTI
1114
Merrithew & Thorsten Inc
California
$1K
PJC
1115
Phillip James Consulting
Minnesota
$1K +$428 +3 New
PS
1116
PayPay Securities
Japan
$988
ACA
1117
American Capital Advisory
Idaho
$950
AIM
1118
Arcadia Investment Management
Michigan
$950
HI
1119
Hoey Investments
Pennsylvania
$950
NRG
1120
Nemes Rush Group
Michigan
$950
VWA
1121
Valued Wealth Advisors
Utah
$950 +$855 +6 +300%
MWA
1122
Medallion Wealth Advisors
Connecticut
$877
GTAM
1123
Global Trust Asset Management
Florida
$831
RWS
1124
Retirement Wealth Solutions
Wisconsin
$713
BFS
1125
Bare Financial Services
Pennsylvania
$712 -$570 -4 -40%