DLTR icon

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 %
CI
551
Cigna Investments
Connecticut
$201K +$201K +2,028 New
SC
552
SouthState Corp
Florida
$195K -$5.15K -52 -3%
BTI
553
Blue Trust Inc
Georgia
$187K +$36K +363 +24%
AIP
554
Ameritas Investment Partners
Nebraska
$185K -$10.3K -104 -5%
PA
555
Parallel Advisors
California
$185K +$42.8K +432 +30%
IA
556
IFP Advisors
Florida
$182K +$62.1K +627 +52%
AIM
557
Anchor Investment Management
South Carolina
$182K
IBOK
558
Independence Bank of Kentucky
Kentucky
$171K -$39.6K -400 -19%
LS
559
Livforsakringsbolaget Skandia
Sweden
$170K
EWA
560
EverSource Wealth Advisors
Alabama
$166K +$130K +1,316 +368%
SPIA
561
Steward Partners Investment Advisory
New York
$163K -$104K -1,051 -39%
BG
562
Bollard Group
Massachusetts
$160K +$7.63K +77 +5%
ERSOT
563
Employees Retirement System of Texas
Texas
$146K +$146K +1,478 New
AAM
564
Advisors Asset Management
Colorado
$141K -$79.5K -803 -36%
PWA
565
Provenance Wealth Advisors
Florida
$141K
PTC
566
Private Trust Company
Ohio
$136K -$15.4K -155 -10%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$126K +$29.9K +302 +31%
PEAK6
568
PEAK6
Illinois
$116K +$116K +1,173 New
OIAM
569
OFI Invest Asset Management
France
$116K +$116K +1,373 New
AssetMark Inc
570
AssetMark Inc
California
$112K +$78.7K +795 +235%
EWM
571
Evermay Wealth Management
Virginia
$109K -$3.96K -40 -3%
PAG
572
Paladin Advisory Group
Iowa
$106K
OWP
573
ORG Wealth Partners
Texas
$101K +$68.4K +674 +208%
DMBA
574
Deseret Mutual Benefit Administrators
Utah
$100K
LI
575
LRI Investments
Florida
$99.9K -$44.1K -445 -31%