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Dollar Tree

858 hedge funds and large institutions have $23.5B invested in Dollar Tree in 2026 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 289 increasing their positions, 321 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 103

13% more call options, than puts

Call options by funds: $976M | Put options by funds: $863M

4% more capital invested

Capital invested by funds: $22.7B → $23.5B (+$867M)

0% more funds holding

Funds holding: 857858 (+1)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 321

3.45% less ownership

Funds ownership: 104.8%101.35% (-3.4%)

Holders
858
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
289
Reduced
321
Closed
103
Calls
$976M
Puts
$863M
Net Calls
+$113M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$160M +$1.68M +16,132 +1%
JT
27
Jupiter Topco
New York
$158M +$136M +1,306,484 New
Capital International Investors
28
Capital International Investors
California
$157M -$15.6M -149,715 -10%
AQR Capital Management
29
AQR Capital Management
Connecticut
$157M -$6.58M -63,280 -5%
Hudson Bay Capital Management
30
Hudson Bay Capital Management
Connecticut
$153M +$13.8M +132,436 +12%
Amundi
31
Amundi
France
$152M +$26.4M +253,862 +25%
MIP
32
Mondrian Investment Partners
United Kingdom
$138M +$13.5M +130,286 +13%
Nomura Holdings
33
Nomura Holdings
Japan
$136M -$393M -3,776,384 -77%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$136M -$82.8M -796,458 -41%
JAM
35
Jupiter Asset Management
United Kingdom
$132M -$7.34M -70,605 -6%
QCM
36
Quantinno Capital Management
New York
$126M +$33.4M +321,339 +44%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$125M -$754M -7,255,605 -88%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$124M -$42.2M -405,639 -28%
Vanguard Fiduciary Trust
39
Vanguard Fiduciary Trust
Pennsylvania
$123M -$2.65M -25,461 -2%
Empower Advisory Group
40
Empower Advisory Group
Colorado
$121M +$3.09M +29,764 +3%
American Century Companies
41
American Century Companies
Missouri
$116M +$25.1M +241,849 +34%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$111M -$3.9M -37,564 -4%
Bank of America
43
Bank of America
North Carolina
$109M -$38.4M -369,483 -29%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$109M -$19.4M -186,802 -17%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$106M +$32.2M +310,032 +55%
Citigroup
46
Citigroup
New York
$101M -$9.21M -88,561 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$100M +$10.3M +99,398 +14%
Pacer Advisors
48
Pacer Advisors
Pennsylvania
$99.7M -$3.58M -34,473 -4%
JP Morgan Chase
49
JP Morgan Chase
New York
$89M -$12.3M -118,153 -14%
Deutsche Bank
50
Deutsche Bank
Germany
$86.4M +$2.67M +25,684 +4%

DLTR Hedge Fund Activity: Q2 2026 in Review

858 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q2 2026, worth a combined $23.5B — up 3.8% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new DLTR positions and 103 closed out — a net gain of 14 holders — while 289 added to existing stakes and 321 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $568M. The largest seller was T. Rowe Price Associates, cutting an estimated $754M.

  • 858 institutional investors held Dollar Tree (DLTR) as of Q2 2026, up from 857 in Q1 2026.
  • Funds reported $23.5B of Dollar Tree stock for Q2 2026, up 3.8% quarter-over-quarter.
  • 117 funds opened new Dollar Tree positions in Q2 2026 and 103 closed out, a net change of +14 holders.
  • The largest Dollar Tree buyer in Q2 2026 was Fidelity Investments, an estimated $568M added.
  • The largest Dollar Tree seller in Q2 2026 was T. Rowe Price Associates, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2026.