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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
LBC
476
Lowe Brockenbrough & Co
Virginia
$438K
BP
477
Ballentine Partners
Massachusetts
$438K
S
478
SignatureFD
Georgia
$435K
VCM
479
Versant Capital Management
Arizona
$434K
JIC
480
Johnson Investment Counsel
Ohio
$432K
BBHC
481
Brown Brothers Harriman & Co
New York
$430K
FPAS
482
Focus Partners Advisor Solutions
Missouri
$428K
PAG
483
Private Advisor Group
New Jersey
$425K
UIM
484
Unified Investment Management
Georgia
$419K
RP
485
Riverwater Partners
Wisconsin
$409K
FFA
486
Farther Finance Advisors
California
$407K
IAA
487
Independent Advisor Alliance
North Carolina
$403K
VT
488
Vise Technologies
New York
$403K
CG
489
Cynosure Group
Utah
$401K
BAAM
490
Baker Avenue Asset Management
California
$399K
DC
491
Davenport & Co
Virginia
$397K
GCP
492
GSA Capital Partners
United Kingdom
$393K
SCM
493
Stevens Capital Management
Pennsylvania
$389K
MGI
494
Miller Global Investments
Texas
$387K
CIA
495
Concurrent Investment Advisors
Florida
$382K
AG
496
Algert Global
California
$378K
WA
497
Waverly Advisors
Alabama
$378K
CCA
498
Checchi Capital Advisers
California
$377K
OIA
499
OneDigital Investment Advisors
Kansas
$376K
RF
500
RHS Financial
California
$372K