DLTR icon

Dollar Tree
DLTR

Overview Fund Activity

757 hedge funds and large institutions have $21B invested in Dollar Tree in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 269 increasing their positions, 232 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
165
Increased
269
Reduced
232
Closed
105
Calls
$1.39B
Puts
$1.67B
Net Calls
-$282M
Net Calls Change
-$400M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$237M
2
Citadel Advisors
Citadel Advisors
Florida
+$226M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$193M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
5
Morgan Stanley
Morgan Stanley
New York
+$127M

Top Sellers

1
CM
Corvex Management
New York
-$221M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$193M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$193M
4
EIC
Equity Investment Corp
Georgia
-$139M
5
BlackRock
BlackRock
New York
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
476
Forum Financial Management
Illinois
$346K +$346K +3,489 New
FWP
477
Fiduciary Wealth Partners
Massachusetts
$343K +$336K +3,395 +4,651%
AAS
478
Avantax Advisory Services
Texas
$340K +$340K +3,435 New
IAA
479
Independent Advisor Alliance
North Carolina
$335K -$9.11K -92 -3%
CIAS
480
Capital Investment Advisory Services
North Carolina
$332K +$332K +3,350 New
OL
481
Optas LLC
Texas
$330K +$330K +3,336 New
HWM
482
HB Wealth Management
Georgia
$329K +$329K +3,319 New
IF
483
IRON Financial
Illinois
$328K +$3.27K +33 +1%
CCA
484
Checchi Capital Advisers
California
$325K -$1.59K -16 -0.5%
CPIG
485
Chicago Partners Investment Group
Illinois
$319K +$319K +2,780 New
VFA
486
Valeo Financial Advisors
Indiana
$319K +$319K +3,219 New
MML Investors Services
487
MML Investors Services
Massachusetts
$317K -$165K -1,665 -34%
EC
488
EntryPoint Capital
New York
$311K -$457K -4,614 -59%
FGA
489
Fortis Group Advisors
New Jersey
$308K +$307K +2,703 +22,525%
CP
490
Castleview Partners
Texas
$302K +$302K +3,046 New
BAM
491
BOCHK Asset Management
Hong Kong
$297K +$297K +3,000 New
BPCE
492
Bank Pictet & Cie (Europe)
Germany
$297K +$297K +2,995 New
BF
493
BOK Financial
Oklahoma
$296K -$18.1K -183 -6%
EWA
494
EP Wealth Advisors
California
$294K +$294K +2,973 New
CAM
495
Cidel Asset Management
Ontario, Canada
$288K +$21.7K +219 +8%
CL
496
Choreo LLC
Illinois
$288K +$288K +2,906 New
Two Sigma Advisers
497
Two Sigma Advisers
New York
$287K -$22.2M -224,388 -99%
CCM
498
Chiron Capital Management
Florida
$287K – – –
AC
499
AlphaCore Capital
California
$287K +$287K +2,899 New
IA
500
IFG Advisory
Georgia
$286K +$286K +2,888 New
18 19
20
21 22