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Dollar Tree

848 hedge funds and large institutions have $22.6B invested in Dollar Tree in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 307 increasing their positions, 260 reducing their positions, and 96 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 → $22.6B (-$3.48B)

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
848
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
CAG
551
Crestwood Advisors Group
Massachusetts
$264K
WANY
552
Wealthspire Advisors (New York)
New York
$264K
GS
553
GTS Securities
New York
$262K
BM
554
Belfer Management
New York
$260K
UB
555
UMB Bank
Missouri
$260K
CSP
556
Cary Street Partners
Virginia
$259K
AWM
557
Apollon Wealth Management
South Carolina
$256K
FT
558
Fiduciary Trust
Massachusetts
$256K
PEAK6
559
PEAK6
Illinois
$252K
BA
560
Bridgewater Advisors
New York
$250K
1SB
561
1ST Source Bank
Indiana
$250K
CIAS
562
Capital Investment Advisory Services
North Carolina
$248K
PTP
563
Platform Technology Partners
New York
$246K
AF
564
Allworth Financial
California
$244K
XWL
565
XXI Wealth LLC
Illinois
$244K
KPWS
566
Kestra Private Wealth Services
Texas
$242K
BMCM
567
Bryn Mawr Capital Management
Pennsylvania
$242K
PWA
568
Pitcairn Wealth Advisors
Pennsylvania
$241K
PA
569
Parallel Advisors
California
$240K
SC
570
Stance Capital
Massachusetts
$240K
FTWA
571
Fifth Third Wealth Advisors
Ohio
$239K
Optiver Holding
572
Optiver Holding
Netherlands
$237K
OL
573
Odyssean LLC
Connecticut
$236K
ETC
574
Exchange Traded Concepts
Oklahoma
$235K
PAM
575
Panagora Asset Management
Massachusetts
$233K