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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 %
WTC
576
WhitTier Trust Company
Nevada
$99.2K +$198 +2 +0.2%
AF
577
Advisornet Financial
Minnesota
$98.1K +$792 +8 +0.8%
SOW
578
State of Wyoming
Wyoming
$96.5K -$546K -5,515 -85%
BGA
579
Battery Global Advisors
Massachusetts
$94.8K
UB
580
UMB Bank
Missouri
$94.2K +$32.8K +331 +53%
SAM
581
S.A. Mason
Michigan
$90.9K -$9.9K -100 -10%
CCA
582
Catalyst Capital Advisors
New York
$89.8K +$89.8K +907 New
A
583
AlphaQuest
New York
$87.5K +$47.8K +483 +121%
ST
584
Smithfield Trust
Pennsylvania
$84K
AF
585
Allworth Financial
California
$80.7K +$34.8K +351 +76%
HWA
586
HHM Wealth Advisors
Tennessee
$79.2K
PK
587
Pflug Koory
Nebraska
$78.7K -$1.78K -18 -2%
PFBT
588
Parkside Financial Bank & Trust
Missouri
$76.9K +$30K +303 +64%
Northwestern Mutual Wealth Management
589
Northwestern Mutual Wealth Management
Wisconsin
$72.9K -$44.9K -453 -38%
CH
590
Cromwell Holdings
Wyoming
$69.2K +$1.98K +20 +3%
SIM
591
Sentry Investment Management
Wisconsin
$69K
QL
592
Quarry LP
New York
$64.8K -$662K -6,680 -91%
MMCM
593
Murphy & Mullick Capital Management
New York
$64.7K
GM
594
GeoWealth Management
Illinois
$64.4K -$2.38K -24 -4%
GRP
595
Global Retirement Partners
California
$61.1K +$61.1K +617 New
GWM
596
Geneos Wealth Management
Colorado
$60.5K -$67.1K -677 -53%
HFS
597
Hopwood Financial Services
Virginia
$59.4K
MSE
598
MUFG Securities EMEA
United Kingdom
$57.8K +$57.8K +584 New
BIG
599
Brooklyn Investment Group
New York
$56.1K +$20.6K +208 +58%
CI Investments Inc
600
CI Investments Inc
Ontario, Canada
$56K -$343K -3,491 -86%