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Dollar Tree

852 hedge funds and large institutions have $22.7B invested in Dollar Tree in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 309 increasing their positions, 261 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

13% less capital invested

Capital invested by funds: $26B → $22.7B (-$3.39B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

38% less call options, than puts

Call options by funds: $371M | Put options by funds: $597M

Holders
852
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$371M
Puts
$597M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OTL
301
Oak Thistle LLC
New York
$1.98M
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$1.98M
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$1.98M
SYBT
304
Stock Yards Bank & Trust
Kentucky
$1.98M
Handelsbanken Fonder
305
Handelsbanken Fonder
Sweden
$1.97M
RWM
306
Ritholtz Wealth Management
New York
$1.97M
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$1.9M
HighTower Advisors
308
HighTower Advisors
Illinois
$1.89M
Acadian Asset Management
309
Acadian Asset Management
Massachusetts
$1.79M
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$1.79M
IGAM
311
iA Global Asset Management
Quebec, Canada
$1.79M
TWC
312
TD Waterhouse Canada
Ontario, Canada
$1.77M
SG Americas Securities
313
SG Americas Securities
New York
$1.76M
JFG
314
Jefferies Financial Group
New York
$1.74M
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$1.73M
VAG
316
VisionPoint Advisory Group
Texas
$1.72M
AIM
317
Aigen Investment Management
New York
$1.68M
ICM
318
III Capital Management
Florida
$1.65M
IMPI
319
Ilmarinen Mutual Pension Insurance
Finland
$1.64M
Balyasny Asset Management
320
Balyasny Asset Management
Illinois
$1.64M
OIMU
321
Osmosis Investment Management UK
United Kingdom
$1.63M
GIBU
322
Gulf International Bank (UK)
United Kingdom
$1.6M
BA
323
Bellwether Advisors
Nebraska
$1.59M
NP
324
NorthRock Partners
Minnesota
$1.57M
FAMI
325
Fideuram Asset Management (Ireland)
$1.55M