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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
AG
451
Ascent Group
Virginia
$530K
WI
452
Wahed Invest
New York
$528K
VAS
453
Vestmark Advisory Solutions
Massachusetts
$527K
BMSSC
454
B. Metzler seel. Sohn & Co
Germany
$525K
N
455
Numerai
California
$512K
SCA
456
Snowden Capital Advisors
New York
$511K
NA
457
NewEdge Advisors
Louisiana
$510K
PCA
458
Pallas Capital Advisors
Massachusetts
$496K
SO
459
STRS Ohio
Ohio
$492K
NAM
460
NorthCrest Asset Manangement
Minnesota
$486K
1832 Asset Management
461
1832 Asset Management
Ontario, Canada
$484K
LIA
462
Limestone Investment Advisors
New York
$479K
ECM
463
Everence Capital Management
Indiana
$477K
WPC
464
Wedmont Private Capital
Pennsylvania
$476K
DILIC
465
Dai-ichi Life Insurance Company
Japan
$476K
CAM
466
Cresset Asset Management
Illinois
$475K
DFCM
467
Dark Forest Capital Management
Puerto Rico
$470K
IWC
468
Integrated Wealth Concepts
Massachusetts
$466K
MCM
469
MAI Capital Management
Ohio
$464K
SW
470
SteelPeak Wealth
California
$463K
AWA
471
Arkadios Wealth Advisors
Georgia
$463K
FNBSF
472
First National Bank Sioux Falls
South Dakota
$461K
MA
473
Montag & Associates
Georgia
$457K
EWA
474
EP Wealth Advisors
California
$449K
CCM
475
Coldstream Capital Management
Washington
$447K