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Dollar Tree

776 hedge funds and large institutions have $21.2B invested in Dollar Tree in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 262 increasing their positions, 276 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 95

8.49% more ownership

Funds ownership: 101.62%110.11% (+8.5%)

1% more funds holding

Funds holding: 766776 (+10)

1% more capital invested

Capital invested by funds: $21B → $21.2B (+$187M)

5% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 276

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

43% less call options, than puts

Call options by funds: $710M | Put options by funds: $1.23B

Holders
776
Holders Change
+10
Holders Change %
+1.31%
% of All Funds
10.19%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
114
Increased
262
Reduced
276
Closed
95
Calls
$710M
Puts
$1.23B
Net Calls
-$525M
Net Calls Change
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
576
UMB Bank
Missouri
$92.8K +$3.42K +32 +3%
WC
577
Wexford Capital
Florida
$91.5K +$104K +970 New
BGA
578
Battery Global Advisors
Massachusetts
$90.3K
WTC
579
WhitTier Trust Company
Nevada
$90.3K +$107 +1 +0.1%
AF
580
Allworth Financial
California
$81.7K +$5.46K +51 +6%
ST
581
Smithfield Trust
Pennsylvania
$79K
HWA
582
HHM Wealth Advisors
Tennessee
$75.5K
PK
583
Pflug Koory
Nebraska
$68.4K -$7.49K -70 -9%
GFM
584
GF Fund Management
China
$66.1K -$891K -8,322 -92%
CH
585
Cromwell Holdings
Wyoming
$66K
AAM
586
Alphadyne Asset Management
New York
$62.9K +$71.4K +667 New
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.1K +$8.88K +83 +15%
APGDR
588
Absoluto Partners Gestao de Recursos
Brazil
$59.1K +$67K +626 New
PFBT
589
Parkside Financial Bank & Trust
Missouri
$58.1K -$17.1K -160 -21%
MMCM
590
Murphy & Mullick Capital Management
New York
$53.9K
OL
591
OneFund LLC
Florida
$53.4K +$2.03K +19 +3%
CSPIA
592
Cary Street Partners Investment Advisory
Virginia
$53.1K +$10.2K +95 +20%
HFS
593
Hantz Financial Services
Michigan
$52K +$36.8K +344 +169%
IBOK
594
Independence Bank of Kentucky
Kentucky
$51.9K -$126K -1,180 -68%
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$51K -$3K -28 -5%
DIP
596
DT Investment Partners
Pennsylvania
$51K
MHR
597
Matthew Hamilton Rosenberg
$48.7K +$20.5K +192 +59%
FC
598
Financial Consulate
Maryland
$48.1K +$54.6K +510 New
CT
599
Colonial Trust
South Carolina
$47.8K
Walleye Capital
600
Walleye Capital
New York
$46.7K -$13.6M -127,024 -100%

DLTR Hedge Fund Activity: Q3 2025 in Review

776 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q3 2025, worth a combined $21.2B — up 0.89% from $21B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new DLTR positions and 95 closed out — a net gain of 19 holders — while 262 added to existing stakes and 276 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $882M. The largest seller was D.E. Shaw & Co, cutting an estimated $393M.

  • 776 institutional investors held Dollar Tree (DLTR) as of Q3 2025, up from 766 in Q2 2025.
  • Funds reported $21.2B of Dollar Tree stock for Q3 2025, up 0.89% quarter-over-quarter.
  • 114 funds opened new Dollar Tree positions in Q3 2025 and 95 closed out, a net change of +19 holders.
  • The largest Dollar Tree buyer in Q3 2025 was Fidelity Investments, an estimated $882M added.
  • The largest Dollar Tree seller in Q3 2025 was D.E. Shaw & Co, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2025.