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Dollar Tree

852 hedge funds and large institutions have $22.7B invested in Dollar Tree in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 309 increasing their positions, 261 reducing their positions, and 95 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 → $22.7B (-$3.39B)

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
852
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
OL
576
Odyssean LLC
Connecticut
$236K
ETC
577
Exchange Traded Concepts
Oklahoma
$235K
PAM
578
Panagora Asset Management
Massachusetts
$233K
TCIIS
579
TIAA-CREF Individual & Institutional Services
New York
$224K
CFG
580
Citizens Financial Group
Rhode Island
$223K
TE
581
Tema ETFs
New York
$222K
SWP
582
Sagespring Wealth Partners
Tennessee
$222K
FSA
583
Franklin Street Advisors
North Carolina
$219K
WMA
584
Wealth Management Associates
New Jersey
$219K
SC
585
SouthState Corp
Florida
$217K
GT
586
Greenleaf Trust
Michigan
$217K
ERSOT
587
Employees Retirement System of Texas
Texas
$216K
BPWM
588
BCS Private Wealth Management
New Jersey
$214K
SRL
589
Scientech Research LLC
New Jersey
$212K
TSW
590
Three Seasons Wealth
Utah
$211K
APA
591
Astoria Portfolio Advisors
New York
$210K
BAM
592
Blueshift Asset Management
New Jersey
$210K
EWA
593
EverSource Wealth Advisors
Alabama
$208K
BWP
594
BSW Wealth Partners
Colorado
$208K
BFA
595
Bragg Financial Advisors
North Carolina
$206K
CI
596
Cigna Investments
Connecticut
$204K
PCM
597
Parsons Capital Management
Rhode Island
$201K
TFG
598
Tull Financial Group
Virginia
$201K
IFWM
599
Institute for Wealth Management
Colorado
$200K
SPIA
600
Steward Partners Investment Advisory
New York
$200K