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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 %
SCP
526
Sivia Capital Partners
California
$257K +$257K +2,593 New
PA
527
Profund Advisors
Maryland
$254K -$75.8K -765 -23%
BPWM
528
BCS Private Wealth Management
New Jersey
$247K +$247K +2,490 New
BM
529
Belfer Management
New York
$245K +$245K +2,469 New
LGA
530
Lebenthal Global Advisors
New York
$244K -$166K -1,672 -40%
CICI
531
Capital Investment Counsel Inc
North Carolina
$243K -$235K -2,370 -49%
PTC
532
Philadelphia Trust Company
Pennsylvania
$240K +$240K +2,420 New
IFU
533
iSAM Funds (UK)
United Kingdom
$239K +$239K +2,414 New
VWM
534
Venturi Wealth Management
Texas
$239K -$379K -3,828 -61%
KeyBank National Association
535
KeyBank National Association
Ohio
$239K +$239K +2,410 New
FT
536
Fiduciary Trust
Massachusetts
$239K +$239K +2,409 New
AWA
537
Aaron Wealth Advisors
Illinois
$235K +$235K +2,372 New
CSP
538
Cary Street Partners
Virginia
$234K -$2.28K -23 -1%
BMWM
539
Brown Miller Wealth Management
Virginia
$230K +$230K +2,320 New
1SB
540
1ST Source Bank
Indiana
$225K +$225K +2,272 New
PAS
541
Park Avenue Securities
New York
$225K +$225K +2,276 New
KAS
542
Kestra Advisory Services
Texas
$223K -$112K -1,128 -33%
GCP
543
GSA Capital Partners
United Kingdom
$223K -$357K -3,594 -62%
FTWA
544
Fifth Third Wealth Advisors
Ohio
$222K +$222K +2,242 New
CFO
545
Callan Family Office
Pennsylvania
$219K +$219K +2,211 New
DS
546
DRW Securities
Illinois
$217K +$217K +2,191 New
DSCM
547
Divisadero Street Capital Management
Florida
$213K +$213K +2,148 New
ONB
548
Old National Bancorp
Indiana
$211K +$211K +2,132 New
FFA
549
Farther Finance Advisors
California
$206K +$4.66K +47 +2%
PAM
550
Panagora Asset Management
Massachusetts
$203K +$203K +2,045 New