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Dollar General
DG

1,125 hedge funds and large institutions have $24.8B invested in Dollar General in 2026 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 419 increasing their positions, 417 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

0% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 417

4% less capital invested

Capital invested by funds: $25.7B → $24.8B (-$983M)

7% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 130

1.01% less ownership

Funds ownership: 98.54% → 97.53% (-1%)

2% less funds holding

Funds holding: 1,152 → 1,125 (-27)

24% less call options, than puts

Call options by funds: $380M | Put options by funds: $498M

Holders
1,125
Holders Change
-27
Holders Change %
-2.34%
% of All Funds
13.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
121
Increased
419
Reduced
417
Closed
130
Calls
$380M
Puts
$498M
Net Calls
-$118M
Net Calls Change
+$22M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$378M
2
Invesco
Invesco
Georgia
+$206M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$166M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$125M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$105M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$567M
2
BlackRock
BlackRock
New York
-$273M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$225M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$143M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1101
Aventura Private Wealth
Florida
$576 – – –
NL
1102
NorthAvenue LLC
Ohio
$576 – – –
WWM
1103
Wolff Wiese Magana
California
$576 – – –
TFM
1104
TFC Financial Management
Massachusetts
$576 +$455 +4 +400%
DF
1105
DecisionPoint Financial
Arizona
$576 +$568 +5 New
SA
1106
Seneschal Advisors
Washington
$461 – – –
MAS
1107
MPWM Advisory Solutions
Georgia
$460 – – –
MBFW
1108
Morton Brown Family Wealth
Pennsylvania
$460 +$455 +4 New
AFG
1109
Albion Financial Group
Utah
$346 -$1.93K -17 -85%
AP
1110
Aspect Partners
Virginia
$345 – – –
DAL
1111
Delta Accumulation LLC
California
$345 – – –
PJC
1112
Phillip James Consulting
Minnesota
$345 – – –
HHGA
1113
Halbert Hargrove Global Advisors
California
$235 +$227 +2 New
MCA
1114
Maryland Capital Advisors
Maryland
$231 +$227 +2 New
MCA
1115
McGuire Capital Advisors
Oklahoma
$230 – – –
MB
1116
MidFirst Bank
Oklahoma
$230 – – –
DF
1117
Downshift Financial
Colorado
$230 +$227 +2 New
MFC
1118
Mechanics Financial Corp
Ohio
$230 +$227 +2 New
3FI
1119
3 Factor Indexing
California
$116 – – –
HNW
1120
High Note Wealth
Minnesota
$115 -$2.39K -21 -95%
DWM
1121
Dogwood Wealth Management
Kansas
$115 -$1.02K -9 -90%
PMFA
1122
Plante Moran Financial Advisors
Michigan
$115 +$114 +1 New
RJA
1123
Ross\Johnson & Associates
Minnesota
$115 +$114 +1 New
APW
1124
Allied Private Wealth
Florida
$114 +$114 +1 New
Kayne Anderson Rudnick Investment Management
1125
Kayne Anderson Rudnick Investment Management
California
$112 -$1.93K -17 Closed
43 44
45
46 47

DG Hedge Fund Activity: Q2 2026 in Review

1,125 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Dollar General (DG) for Q2 2026, worth a combined $24.8B — down 3.8% from $25.7B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of DG and 121 opened new positions — a net loss of 9 holders — while 417 trimmed existing stakes and 419 added.

The largest buyer was Pzena Investment Management, adding an estimated $378M. The largest seller was JP Morgan Chase, cutting an estimated $567M.

  • 1,125 institutional investors held Dollar General (DG) as of Q2 2026, down from 1,152 in Q1 2026.
  • Funds reported $24.8B of Dollar General stock for Q2 2026, down 3.8% quarter-over-quarter.
  • 121 funds opened new Dollar General positions in Q2 2026 and 130 closed out, a net change of -9 holders.
  • The largest Dollar General buyer in Q2 2026 was Pzena Investment Management, an estimated $378M added.
  • The largest Dollar General seller in Q2 2026 was JP Morgan Chase, an estimated $567M sold.

Based on aggregated 13F filings for Q2 2026.