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Dollar Tree

706 hedge funds and large institutions have $16.5B invested in Dollar Tree in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 234 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.59%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
107
Increased
257
Reduced
234
Closed
92
Calls
$1.5B
Puts
$1.38B
Net Calls
+$118M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
451
Mount Yale Investment Advisors
Colorado
$303K +$303K +4,040 New
ACM
452
Alta Capital Management
Utah
$301K -$35.3K -470 -10%
CT
453
Clearstead Trust
Maine
$293K +$5.18K +69 +2%
UAG
454
United Advisor Group
Ohio
$290K +$290K +3,865 New
EF
455
Empowered Funds
Pennsylvania
$288K +$7.36K +98 +3%
VAG
456
VisionPoint Advisory Group
Texas
$287K +$287K +3,817 New
RP
457
Riverwater Partners
Wisconsin
$280K +$2.85K +38 +1%
SCA
458
Snowden Capital Advisors
New York
$275K +$47.7K +636 +21%
VI
459
Vestcor Inc
New Brunswick, Canada
$272K +$1.65K +22 +0.6%
LBC
460
Lowe Brockenbrough & Co
Virginia
$270K
EHWM
461
Eads & Heald Wealth Management
Georgia
$270K -$38.2K -509 -12%
MSA
462
MUFG Securities Americas
New York
$269K +$44.6K +594 +20%
RFC
463
Regions Financial Corp
Alabama
$268K -$177K -2,353 -40%
HNB
464
Huntington National Bank
Ohio
$264K +$25.6K +341 +11%
IAA
465
Independent Advisor Alliance
North Carolina
$261K -$8.03K -107 -3%
MYAM
466
Meiji Yasuda Asset Management
Japan
$256K +$36.5K +486 +17%
TRCT
467
Tower Research Capital (TRC)
New York
$255K -$1.16M -15,436 -82%
KAS
468
Kestra Advisory Services
Texas
$254K -$2.48K -33 -1%
BA
469
Bridgewater Advisors
New York
$254K +$254K +3,134 New
KCP
470
Kera Capital Partners
California
$252K +$23.9K +318 +10%
EI
471
Ellevest Inc
New York
$251K +$12.4K +165 +5%
PA
472
Profund Advisors
Maryland
$250K +$250K +3,333 New
NP
473
NorthRock Partners
Minnesota
$248K -$137K -1,830 -36%
NWWA
474
New Wave Wealth Advisors
Arkansas
$248K -$66.2K -882 -21%
CCA
475
Checchi Capital Advisers
California
$247K -$7.13K -95 -3%