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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
Blackstone Inc
401
Blackstone Inc
New York
$741K
AIA
402
AIMZ Investment Advisors
California
$736K
KIM
403
Kestra Investment Management
Texas
$731K
PS
404
Principal Securities
Iowa
$716K
RBI
405
Raiffeisen Bank International
Austria
$711K
MWM
406
MorganRosel Wealth Management
Colorado
$704K
EHWM
407
Eads & Heald Wealth Management
Georgia
$702K
KCM
408
Kathmere Capital Management
Pennsylvania
$698K
CA
409
Callahan Advisors
Texas
$697K
CWM
410
Chemistry Wealth Management
New York
$690K
QCM
411
QRG Capital Management
Illinois
$681K
HWM
412
HB Wealth Management
Georgia
$681K
SIP
413
Stoneridge Investment Partners
Pennsylvania
$675K
I
414
InceptionR
California
$669K
MFG
415
Merit Financial Group
Georgia
$652K
CNBOF
416
City National Bank of Florida
Florida
$652K
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$648K
PFS
418
Prospera Financial Services
Texas
$647K
SDIC
419
South Dakota Investment Council
South Dakota
$644K
KAS
420
Kestra Advisory Services
Texas
$628K
UCFA
421
United Capital Financial Advisors
Texas
$621K
GBFG
422
Gerald Baker Financial Group
Texas
$617K
CPIG
423
Chicago Partners Investment Group
Illinois
$617K
AI
424
Atom Investors
Texas
$616K
FRM
425
Fox Run Management
Connecticut
$615K