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Dollar Tree

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
Name Holding Trade Value Shares
Change
Shares
Change %
AC
501
Avenir Corporation
Virginia
$283K
AF
502
Arrow Financial
New York
$281K -$5.55K -56 -2%
WPC
503
Wedmont Private Capital
Pennsylvania
$280K +$280K +2,676 New
XT
504
XTX Topco
Cayman Islands
$279K -$2.29M -23,107 -89%
SFI
505
Siemens Fonds Invest
Germany
$278K +$39.9K +403 +17%
MA
506
Mutual Advisors
Nebraska
$275K +$275K +2,406 New
MCM
507
MAI Capital Management
Ohio
$275K +$5.74K +58 +2%
VCM
508
Versant Capital Management
Arizona
$273K +$101K +1,020 +59%
TWM
509
Topsail Wealth Management
North Carolina
$273K +$594 +6 +0.2%
PFM
510
Patton Fund Management
Texas
$271K +$271K +2,733 New
DIA
511
Dana Investment Advisors
Wisconsin
$270K
WA
512
Waverly Advisors
Alabama
$268K +$268K +2,703 New
CFM
513
Catalyst Funds Management
Australia
$267K +$267K +2,700 New
QCM
514
QRG Capital Management
Illinois
$267K +$267K +2,695 New
CCM
515
Coldstream Capital Management
Washington
$265K +$33.4K +337 +14%
CI
516
CX Institutional
Indiana
$265K +$208K +2,098 +365%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$265K +$265K +2,673 New
CWM
518
Congress Wealth Management
Massachusetts
$264K +$264K +2,664 New
SSG
519
Summit Securities Group
New York
$264K -$578K -5,838 -69%
WANY
520
Wealthspire Advisors (New York)
New York
$263K +$263K +2,651 New
AAIS
521
ABN AMRO Investment Solutions
$261K +$261K +2,635 New
GWA
522
Gratus Wealth Advisors
Virginia
$260K +$260K +2,624 New
AFT
523
Alpha Family Trust
California
$259K +$259K +2,620 New
ETC
524
Exchange Traded Concepts
Oklahoma
$258K -$53.6K -541 -17%
ABLA
525
Alan B. Lancz & Associates
Ohio
$258K -$9.9K -100 -4%