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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
TCIIS
576
TIAA-CREF Individual & Institutional Services
New York
$224K
CFG
577
Citizens Financial Group
Rhode Island
$223K
TE
578
Tema ETFs
New York
$222K
SWP
579
Sagespring Wealth Partners
Tennessee
$222K
FSA
580
Franklin Street Advisors
North Carolina
$219K
WMA
581
Wealth Management Associates
New Jersey
$219K
SC
582
SouthState Corp
Florida
$217K
GT
583
Greenleaf Trust
Michigan
$217K
ERSOT
584
Employees Retirement System of Texas
Texas
$216K
BPWM
585
BCS Private Wealth Management
New Jersey
$214K
SRL
586
Scientech Research LLC
New Jersey
$212K
TSW
587
Three Seasons Wealth
Utah
$211K
APA
588
Astoria Portfolio Advisors
New York
$210K
BAM
589
Blueshift Asset Management
New Jersey
$210K
EWA
590
EverSource Wealth Advisors
Alabama
$208K
BWP
591
BSW Wealth Partners
Colorado
$208K
BFA
592
Bragg Financial Advisors
North Carolina
$206K
CI
593
Cigna Investments
Connecticut
$204K
PCM
594
Parsons Capital Management
Rhode Island
$201K
TFG
595
Tull Financial Group
Virginia
$201K
IFWM
596
Institute for Wealth Management
Colorado
$200K
SPIA
597
Steward Partners Investment Advisory
New York
$200K
AIM
598
Anchor Investment Management
South Carolina
$197K
DMBA
599
Deseret Mutual Benefit Administrators
Utah
$192K
HIIFS
600
Harel Insurance Investments & Financial Services
Israel
$190K