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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
AIM
601
Anchor Investment Management
South Carolina
$197K
DMBA
602
Deseret Mutual Benefit Administrators
Utah
$192K
HIIFS
603
Harel Insurance Investments & Financial Services
Israel
$190K
AIP
604
Ameritas Investment Partners
Nebraska
$186K
IA
605
IFP Advisors
Florida
$185K
HFS
606
Hantz Financial Services
Michigan
$172K
CW
607
CrossGen Wealth
North Carolina
$171K
AAP
608
Arax Advisory Partners
Colorado
$163K
PTC
609
Private Trust Company
Ohio
$160K
Northwestern Mutual Wealth Management
610
Northwestern Mutual Wealth Management
Wisconsin
$157K
PWA
611
Provenance Wealth Advisors
Florida
$156K
HI
612
Harbour Investments
Wisconsin
$154K
GWM
613
Geneos Wealth Management
Colorado
$148K
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$145K
LI
615
LRI Investments
Florida
$140K
OP
616
Oslo Pensjonsforsikring
$137K
EWM
617
Evermay Wealth Management
Virginia
$121K
PAG
618
Paladin Advisory Group
Iowa
$117K
MCM
619
MV Capital Management
Maryland
$114K
SSG
620
Summit Securities Group
New York
$113K
RFP
621
Root Financial Partners
California
$108K
AssetMark Inc
622
AssetMark Inc
California
$108K
SAM
623
S.A. Mason
Michigan
$105K
BGA
624
Battery Global Advisors
Massachusetts
$105K
CSPIA
625
Cary Street Partners Investment Advisory
Virginia
$102K