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Dollar Tree

848 hedge funds and large institutions have $22.6B invested in Dollar Tree in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 307 increasing their positions, 260 reducing their positions, and 96 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 → $22.6B (-$3.48B)

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
848
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
BMSSC
451
B. Metzler seel. Sohn & Co
Germany
$525K
N
452
Numerai
California
$512K
SCA
453
Snowden Capital Advisors
New York
$511K
NA
454
NewEdge Advisors
Louisiana
$510K
PCA
455
Pallas Capital Advisors
Massachusetts
$496K
SO
456
STRS Ohio
Ohio
$492K
NAM
457
NorthCrest Asset Manangement
Minnesota
$486K
1832 Asset Management
458
1832 Asset Management
Ontario, Canada
$484K
LIA
459
Limestone Investment Advisors
New York
$479K
ECM
460
Everence Capital Management
Indiana
$477K
WPC
461
Wedmont Private Capital
Pennsylvania
$476K
DILIC
462
Dai-ichi Life Insurance Company
Japan
$476K
CAM
463
Cresset Asset Management
Illinois
$475K
DFCM
464
Dark Forest Capital Management
Puerto Rico
$470K
IWC
465
Integrated Wealth Concepts
Massachusetts
$466K
MCM
466
MAI Capital Management
Ohio
$464K
SW
467
SteelPeak Wealth
California
$463K
AWA
468
Arkadios Wealth Advisors
Georgia
$463K
FNBSF
469
First National Bank Sioux Falls
South Dakota
$461K
MA
470
Montag & Associates
Georgia
$457K
EWA
471
EP Wealth Advisors
California
$449K
CCM
472
Coldstream Capital Management
Washington
$447K
LBC
473
Lowe Brockenbrough & Co
Virginia
$438K
BP
474
Ballentine Partners
Massachusetts
$438K
S
475
SignatureFD
Georgia
$435K