We are live on ! Find out more
DLTR icon

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
VFA
501
Valeo Financial Advisors
Indiana
$368K
EWM
502
Empirical Wealth Management
Washington
$367K
LOAMS
503
Lombard Odier Asset Management (Switzerland)
Switzerland
$361K
EI
504
Ellevest Inc
New York
$361K
LA
505
LVW Advisors
New York
$359K
EWA
506
Exit Wealth Advisors
Georgia
$358K
FCM
507
Fieldview Capital Management
Michigan
$351K
ECM
508
Evergreen Capital Management
Washington
$351K
CT
509
Clearstead Trust
Maine
$345K
EW
510
Evoke Wealth
California
$343K
VSQM
511
V-Square Quantitative Management
Illinois
$343K
AFG
512
Atomi Financial Group
New York
$341K
MML Investors Services
513
MML Investors Services
Massachusetts
$333K
Parallax Volatility Advisers
514
Parallax Volatility Advisers
California
$332K
CFM
515
Catalyst Funds Management
Australia
$331K
T
516
TOBAM
France
$331K
EH
517
Equitable Holdings
New York
$330K
GC
518
Guggenheim Capital
Illinois
$327K
C
519
Certuity
Florida
$324K
JE
520
Jacobs Equity
Utah
$323K
LF
521
Lansforsakringar Fondforvaltning
Sweden
$319K
AC
522
Avenir Corporation
Virginia
$313K
EIC
523
Equity Investment Corp
Georgia
$313K
SCP
524
Sivia Capital Partners
California
$310K
CAM
525
Cidel Asset Management
Ontario, Canada
$310K