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Dollar Tree
DLTR

Overview Fund Activity

706 hedge funds and large institutions have $16.5B invested in Dollar Tree in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 234 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.59%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
107
Increased
257
Reduced
234
Closed
92
Calls
$1.5B
Puts
$1.38B
Net Calls
+$118M
Net Calls Change
-$116M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$238M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$180M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$159M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$128M
5
Capital International Investors
Capital International Investors
California
+$90.1M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$129M
2
American Century Companies
American Century Companies
Missouri
-$106M
3
Millennium Management
Millennium Management
New York
-$77.1M
4
Marshall Wace
Marshall Wace
United Kingdom
-$74.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
526
Private Trust Company
Ohio
$115K +$11.9K +159 +12%
BTI
527
Blue Trust Inc
Georgia
$115K +$37.7K +502 +49%
OPTFSNA
528
Old Point Trust & Financial Services N A
Virginia
$113K – – –
LI
529
LRI Investments
Florida
$109K – – –
PA
530
Parallel Advisors
California
$108K -$12.5K -167 -10%
PWA
531
Provenance Wealth Advisors
Florida
$107K – – –
GWM
532
Geneos Wealth Management
Colorado
$99.2K +$50.9K +661 +105%
BGAI
533
Bruce G. Allen Investments
Colorado
$93.2K -$7.51K -100 -7%
IA
534
IFP Advisors
Florida
$90.9K +$37.6K +501 +71%
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$89.3K +$32.7K +435 +58%
EWM
536
Evermay Wealth Management
Virginia
$86K -$20.6K -275 -19%
LC
537
Lindbrook Capital
California
$80.8K -$9.01K -120 -10%
PAG
538
Paladin Advisory Group
Iowa
$80.4K – – –
SAM
539
S.A. Mason
Michigan
$76.4K -$53.6K -714 -41%
DMBA
540
Deseret Mutual Benefit Administrators
Utah
$76.1K +$8.03K +107 +12%
WTC
541
WhitTier Trust Company
Nevada
$75.1K – – –
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$74.9K +$74.9K +998 New
AF
543
Advisornet Financial
Minnesota
$73.7K -$375 -5 -0.5%
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$73.1K +$40.1K +534 +121%
EI
545
eCIO Inc
Wisconsin
$73.1K +$73.1K +974 New
BGA
546
Battery Global Advisors
Massachusetts
$71.8K – – –
ST
547
Smithfield Trust
Pennsylvania
$65K – – –
PK
548
Pflug Koory
Nebraska
$61K – – –
HWA
549
HHM Wealth Advisors
Tennessee
$60.1K -$901 -12 -1%
CH
550
Cromwell Holdings
Wyoming
$51K +$1.05K +14 +2%
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