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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 %
ADL
576
Asset Dedication LLC
California
$25.7K – – –
AssetMark Inc
577
AssetMark Inc
California
$25.3K -$900 -12 -3%
OWP
578
ORG Wealth Partners
Texas
$24.4K +$24.4K +324 New
MHR
579
Matthew Hamilton Rosenberg
$24.3K – – –
LCM
580
Logan Capital Management
Pennsylvania
$23.6K – – –
SC
581
Stephens Consulting
Michigan
$22.5K – – –
CFD
582
Creative Financial Designs
Indiana
$22.5K – – –
CTA
583
Colonial Trust Advisors
South Carolina
$22.5K +$22.5K +300 New
CBT
584
Crews Bank & Trust
Florida
$18.8K – – –
GJIA
585
Glass Jacobson Investment Advisors
Maryland
$17.8K – – –
AGWCA
586
Annis Gardner Whiting Capital Advisors
Florida
$17.8K – – –
WT
587
Washington Trust
Rhode Island
$17.6K – – –
WCM
588
WealthTrak Capital Management
Virginia
$17.3K +$375 +5 +2%
FHA
589
First Horizon Advisors
Tennessee
$16.9K +$75 +1 +0.4%
MTIC
590
Missouri Trust & Investment Company
Missouri
$16.7K – – –
SAM
591
Smartleaf Asset Management
Massachusetts
$16.6K -$3.35K -46 -17%
KFI
592
Key Financial Inc
Pennsylvania
$16.4K – – –
PWMG
593
Private Wealth Management Group
New Jersey
$15.2K -$2.03K -27 -12%
MEG
594
Millstone Evans Group
Colorado
$15K – – –
CWM
595
Crowley Wealth Management
Delaware
$15K +$15K +200 New
C
596
Covestor
United Kingdom
$15K +$443 +6 +3%
GKIM
597
GW&K Investment Management
Massachusetts
$15K +$905 +12 +6%
ITIM
598
Indiana Trust & Investment Management
Indiana
$14.3K – – –
SS
599
SBI Securities
Japan
$14K +$75 +1 +0.5%
RA
600
Rise Advisors
New York
$12.6K +$3.9K +52 +45%
22 23
24
25 26