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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 165 funds opening new positions, 269 increasing their positions, 232 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+51
Holders Change %
+7.22%
% of All Funds
10.15%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
165
Increased
269
Reduced
232
Closed
105
Calls
$1.39B
Puts
$1.67B
Net Calls
-$282M
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
651
MCF Advisors
Kentucky
$15.9K
HWM
652
Hemington Wealth Management
Virginia
$15K +$5.47K +58 +57%
HWA
653
Heritage Wealth Advisors
Virginia
$14.9K
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$14.4K
PWMG
655
Prestige Wealth Management Group
New Jersey
$13.7K -$1.49K -15 -10%
AWM
656
Atticus Wealth Management
Florida
$13.5K
ITIM
657
Indiana Trust & Investment Management
Indiana
$13.4K -$5.45K -55 -29%
WIM
658
Westside Investment Management
California
$13.2K +$8.15K +81 +162%
RAM
659
Riggs Asset Management
Pennsylvania
$12.9K +$12.9K +130 New
BWL
660
Bogart Wealth LLC
Virginia
$12.9K +$693 +7 +6%
AWM
661
Abound Wealth Management
Tennessee
$12.8K +$2.87K +29 +29%
HBW
662
Hazlett, Burt & Watson
West Virginia
$12K
NC
663
NewSquare Capital
Pennsylvania
$11.3K +$6.54K +66 +138%
MCM
664
MV Capital Management
Maryland
$10.3K +$594 +6 +6%
BLC
665
Brown, Lisle/Cummings
Rhode Island
$10.3K +$99 +1 +1%
BGAI
666
Bruce G. Allen Investments
Colorado
$10.2K -$113K -1,138 -92%
FRA
667
Front Row Advisors
California
$9.9K
BFS
668
Burkett Financial Services
South Carolina
$9.9K
CSB
669
City State Bank
Iowa
$9.9K
TPWA
670
Twin Peaks Wealth Advisors
California
$9.81K +$9.81K +86 New
MSG
671
Main Street Group
Virginia
$9.71K
GBT
672
Grove Bank & Trust
Florida
$9.01K
FFO
673
Fortitude Family Office
Arizona
$8.52K +$8.52K +86 New
S
674
Sachetta
Massachusetts
$8.22K
FNWA
675
Financial Network Wealth Advisors
Utah
$7.82K +$1.49K +15 +23%