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Dollar General

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: 1214 (+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: 1,1521,125 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.64B -$273M -2,397,980 -9%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$1.66B +$9.65M +84,876 +0.6%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$1.33B +$67.9M +597,113 +5%
State Street
4
State Street
Massachusetts
$1.23B -$52M -457,692 -4%
Pzena Investment Management
5
Pzena Investment Management
New York
$1.18B +$378M +3,324,519 +48%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$680M +$10.3M +90,208 +2%
Invesco
7
Invesco
Georgia
$525M +$206M +1,816,404 +66%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$518M +$5.04M +44,379 +1%
AQR Capital Management
9
AQR Capital Management
Connecticut
$514M -$72.4M -637,333 -12%
Morgan Stanley
10
Morgan Stanley
New York
$450M -$47M -413,226 -10%
Bank of America
11
Bank of America
North Carolina
$385M -$42.9M -377,446 -10%
Goldman Sachs
12
Goldman Sachs
New York
$372M +$11.3M +99,163 +3%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$358M +$166M +1,459,330 +89%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$358M +$35M +307,913 +11%
Franklin Resources
15
Franklin Resources
California
$344M +$27.7M +243,918 +9%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$334M -$29M -254,954 -8%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$328M -$1.79M -15,753 -0.5%
Allianz Asset Management
18
Allianz Asset Management
Germany
$311M +$38.2M +336,361 +15%
LCIP
19
Life Cycle Investment Partners
$298M +$38.2M +335,928 +15%
UBS Group
20
UBS Group
Switzerland
$263M +$48M +421,988 +23%
Northern Trust
21
Northern Trust
Illinois
$256M +$6.43M +56,571 +3%
Holocene Advisors
22
Holocene Advisors
New York
$240M +$104M +918,928 +79%
UBS AM
23
UBS AM
Illinois
$212M -$28.1M -246,840 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
24
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$206M +$125M +1,101,025 +161%
Charles Schwab
25
Charles Schwab
California
$203M +$1.91M +16,785 +1%

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.