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Dollar Tree
DLTR

Overview Fund Activity

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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$238M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$180M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$159M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$128M
5
Capital International Investors
Capital International Investors
California
+$90.1M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$129M
2
American Century Companies
American Century Companies
Missouri
-$106M
3
Millennium Management
Millennium Management
New York
-$77.1M
4
Marshall Wace
Marshall Wace
United Kingdom
-$74.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
651
JNBA Financial Advisors
Minnesota
$3.75K +$3.75K +50 New
NC
652
NewSquare Capital
Pennsylvania
$3.6K +$3.3K +44 +1,100%
CWC
653
Carolinas Wealth Consulting
North Carolina
$3.23K -$1.65K -22 -34%
LWMI
654
Legacy Wealth Management (Idaho)
Idaho
$3.08K +$3.08K +41 New
MCM
655
Manchester Capital Management
Vermont
$3K -$7.66K -102 -72%
GG
656
Gleason Group
Kentucky
$3K – – –
AWM
657
Activest Wealth Management
Florida
$3K +$2.93K +39 +3,900%
WCM
658
Winthrop Capital Management
Indiana
$3K -$78.6K -917 -96%
SIM
659
Synergy Investment Management
Florida
$2.85K – – –
SO
660
Sierra Ocean
California
$2.7K -$1.43K -19 -35%
HIA
661
Harbor Investment Advisory
Maryland
$2.7K -$150 -2 -5%
KWM
662
Kiker Wealth Management
Georgia
$2.63K +$2.63K +35 New
WTFG
663
Wood Tarver Financial Group
Idaho
$2.55K – – –
BIA
664
Bell Investment Advisors
California
$2.48K +$526 +7 +27%
NRWA
665
North Ridge Wealth Advisors
Oregon
$2.25K – – –
AIC
666
Archer Investment Corporation
Indiana
$2.25K – – –
HI
667
Hoey Investments
Pennsylvania
$2.1K – – –
CPG
668
Cornerstone Planning Group
New Jersey
$2K +$2K +24 New
OAJ
669
Ogorek Anthony Joseph
New York
$2K +$2K +34 New
PWA
670
Physician Wealth Advisors
Utah
$1.8K – – –
PS
671
PayPay Securities
Japan
$1.72K -$939 -12 -35%
BFPW
672
BOK Financial Private Wealth
Colorado
$1.65K -$375 -5 -19%
AEPWM
673
Atlantic Edge Private Wealth Management
Florida
$1.5K – – –
FWM
674
FSA Wealth Management
Massachusetts
$1.28K – – –
DF
675
Dunhill Financial
United Kingdom
$1.1K +$440 +6 +67%
25 26
27
28 29