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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
AIP
601
Ameritas Investment Partners
Nebraska
$186K
IA
602
IFP Advisors
Florida
$185K
HFS
603
Hantz Financial Services
Michigan
$172K
CW
604
CrossGen Wealth
North Carolina
$171K
AAP
605
Arax Advisory Partners
Colorado
$163K
PTC
606
Private Trust Company
Ohio
$160K
Northwestern Mutual Wealth Management
607
Northwestern Mutual Wealth Management
Wisconsin
$157K
PWA
608
Provenance Wealth Advisors
Florida
$156K
HI
609
Harbour Investments
Wisconsin
$154K
GWM
610
Geneos Wealth Management
Colorado
$148K
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$145K
LI
612
LRI Investments
Florida
$140K
OP
613
Oslo Pensjonsforsikring
$137K
EWM
614
Evermay Wealth Management
Virginia
$121K
PAG
615
Paladin Advisory Group
Iowa
$117K
MCM
616
MV Capital Management
Maryland
$114K
SSG
617
Summit Securities Group
New York
$113K
RFP
618
Root Financial Partners
California
$108K
AssetMark Inc
619
AssetMark Inc
California
$108K
SAM
620
S.A. Mason
Michigan
$105K
BGA
621
Battery Global Advisors
Massachusetts
$105K
CSPIA
622
Cary Street Partners Investment Advisory
Virginia
$102K
ST
623
Smithfield Trust
Pennsylvania
$93K
ACA
624
Atlas Capital Advisors
Wyoming
$84.1K
PK
625
Pflug Koory
Nebraska
$79.4K