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Dollar Tree

757 hedge funds and large institutions have $21B invested in Dollar Tree in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 269 increasing their positions, 233 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 706757 (+51)

0.59% less ownership

Funds ownership: 102.03%101.44% (-0.59%)

17% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.67B

Holders
757
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.67B
Net Calls
Net Calls Change

Top Buyers

1 +$237M
2 +$226M
3 +$193M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
5
Morgan Stanley
Morgan Stanley
New York
+$127M

Top Sellers

1 -$221M
2 -$193M
3 -$193M
4
EIC
Equity Investment Corp
Georgia
-$139M
5
BlackRock
BlackRock
New York
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
626
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.7K
MHR
627
Matthew Hamilton Rosenberg
$32.1K
SC
628
Stephens Consulting
Michigan
$30.6K
CFD
629
Creative Financial Designs
Indiana
$29.7K
CTA
630
Colonial Trust Advisors
South Carolina
$29.7K
AAP
631
Arax Advisory Partners
Colorado
$28.5K
TPCW
632
TD Private Client Wealth
New York
$26.1K
CBT
633
Crews Bank & Trust
Florida
$24.8K
AGWCA
634
Annis Gardner Whiting Capital Advisors
Florida
$24.4K
FHA
635
First Horizon Advisors
Tennessee
$24.2K
LFG
636
Larson Financial Group
Missouri
$23.2K
GKIM
637
GW&K Investment Management
Massachusetts
$22K
MTIC
638
Missouri Trust & Investment Company
Missouri
$22K
SAM
639
Smartleaf Asset Management
Massachusetts
$21.9K
KFI
640
Key Financial Inc
Pennsylvania
$21.7K
PWMG
641
Private Wealth Management Group
New Jersey
$20.6K
C
642
Covestor
United Kingdom
$20K
HFS
643
Hantz Financial Services
Michigan
$20K
MEG
644
Millstone Evans Group
Colorado
$19.8K
CWM
645
Crowley Wealth Management
Delaware
$19.8K
RA
646
Rise Advisors
New York
$19K
CFO
647
CVA Family Office
Colorado
$18.5K
SS
648
SBI Securities
Japan
$18.1K
WT
649
Whittier Trust
California
$16K
BFP
650
Briaud Financial Planning
Texas
$16K