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Dollar Tree

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
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
626
MV Capital Management
Maryland
$7.36K +$1.58K +21 +27%
HWM
627
Hemington Wealth Management
Virginia
$7K +$485 +7 +7%
GBT
628
Grove Bank & Trust
Florida
$6.83K
WA
629
WPG Advisers
Maryland
$6.53K +$5.33K +71 +444%
S
630
Sachetta
Massachusetts
$6.23K -$2.4K -32 -28%
SWM
631
Spire Wealth Management
Virginia
$6.08K -$3.68K -49 -38%
MG
632
Mather Group
Illinois
$6.08K +$4.05K +54 +200%
TWD
633
True Wealth Design
Ohio
$6.01K +$1.28K +17 +27%
SCB
634
Saudi Central Bank
Saudi Arabia
$6.01K +$6.01K +80 New
CA
635
CoreCap Advisors
Michigan
$5.78K -$4.2K -56 -42%
TIM
636
Thompson Investment Management
Wisconsin
$5.56K
FWP
637
Fiduciary Wealth Partners
Massachusetts
$5.48K +$5.48K +73 New
AAP
638
Arax Advisory Partners
Colorado
$5.41K -$128K -1,709 -96%
BCWM
639
Bartlett & Co Wealth Management
Ohio
$5.03K -$3.15K -42 -39%
FNWA
640
Financial Network Wealth Advisors
Utah
$4.8K +$976 +13 +25%
1IA
641
1620 Investment Advisors
Massachusetts
$4.58K
NC
642
North Capital
Utah
$4.35K +$4.35K +58 New
GSWM
643
Golden State Wealth Management
California
$4.2K
HNW
644
High Note Wealth
Minnesota
$4.13K -$225 -3 -5%
FFA
645
Frazier Financial Advisors
Ohio
$4.05K
AW
646
Avion Wealth
Texas
$4K
RBC
647
Roble Belko & Company
Pennsylvania
$4K
PB
648
Pinnacle Bancorp
Nebraska
$3.98K
WIM
649
Westside Investment Management
California
$3.75K
HWM
650
HighMark Wealth Management
Minnesota
$3.75K +$3.75K +50 New