DLTR icon

Dollar Tree

757 hedge funds and large institutions have $21B invested in Dollar Tree in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 269 increasing their positions, 232 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
165
Increased
269
Reduced
232
Closed
105
Calls
$1.39B
Puts
$1.67B
Net Calls
-$282M
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
401
Osaic Holdings
Arizona
$613K -$710K -9,140 -54%
Bessemer Group
402
Bessemer Group
New Jersey
$594K +$384K +3,873 +183%
BCV
403
Banque Cantonale Vaudoise
Switzerland
$591K -$201K -2,030 -25%
SQA
404
Simon Quick Advisors
New Jersey
$588K +$588K +5,933 New
HighTower Advisors
405
HighTower Advisors
Illinois
$582K -$730K -7,375 -56%
SFA
406
Sequoia Financial Advisors
Ohio
$574K +$162K +1,633 +39%
CII
407
Capital International Inc
California
$574K -$2.99M -30,157 -84%
CA
408
CoreCap Advisors
Michigan
$567K +$560K +5,652 +7,340%
Truist Financial
409
Truist Financial
North Carolina
$567K -$165K -1,662 -22%
CIM
410
Contravisory Investment Management
Massachusetts
$565K +$565K +5,709 New
UCFA
411
United Capital Financial Advisors
Texas
$560K +$19.7K +199 +4%
DC
412
Davenport & Co
Virginia
$558K -$87K -878 -13%
RIL
413
Rothschild Investment LLC
Illinois
$557K +$5.05K +51 +0.9%
MFG
414
Merit Financial Group
Georgia
$557K +$557K +5,620 New
CAMG
415
CWA Asset Management Group
Florida
$556K -$9.68M -97,713 -95%
P
416
Pitcairn
Pennsylvania
$556K +$556K +5,613 New
CA
417
Callahan Advisors
Texas
$549K +$280K +2,825 +104%
WI
418
Wahed Invest
New York
$546K +$30.5K +308 +6%
AFCM
419
Applied Finance Capital Management
Puerto Rico
$545K +$13.9K +140 +3%
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$545K -$37.7K -381 -6%
NWM
421
Napa Wealth Management
California
$519K +$519K +5,240 New
CIR
422
Clear Investment Research
Georgia
$515K
BJL
423
Brighton Jones LLC
Washington
$512K +$512K +5,168 New
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$497K
IMCOOI
425
Investment Management Corp of Ontario (IMCO)
Canada
$497K -$79.2K -800 -14%