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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
BFS
651
Beacon Financial Strategies
North Carolina
$48.2K
SG
652
Sankala Group
Colorado
$47.6K
MIM
653
MTM Investment Management
South Carolina
$46.1K
CFO
654
CVA Family Office
Colorado
$45.2K
B
655
Bayban
Minnesota
$43.8K
SL
656
Salomon & Ludwin
Virginia
$43.5K
AGWCA
657
Annis Gardner Whiting Capital Advisors
Florida
$42.1K
ZBNA
658
Zions Bancorporation, National Association
Utah
$40.1K
GCM
659
Gunpowder Capital Management
Maryland
$40K
TC
660
Tacita Capital
Ontario, Canada
$39.4K
TWD
661
True Wealth Design
Ohio
$39.3K
MCM
662
Manchester Capital Management
Vermont
$38.2K
AA
663
Ancora Advisors
Ohio
$37.9K
ADL
664
Asset Dedication LLC
California
$37.5K
GEA
665
Glen Eagle Advisors
New Jersey
$36.1K
TPCW
666
TD Private Client Wealth
New York
$35.1K
TSMHT
667
Thurston Springer Miller Herd & Titak
Indiana
$34.5K
KFP
668
Kerr Financial Planning
California
$34.4K
CYG
669
Clean Yield Group
Vermont
$32.9K
CTA
670
Colonial Trust Advisors
South Carolina
$32.9K
CFD
671
Creative Financial Designs
Indiana
$32.9K
SS
672
Sunbelt Securities
Texas
$31.8K
GKIM
673
GW&K Investment Management
Massachusetts
$31K
WAG
674
Wilkerson Advisory Group
Missouri
$28.8K
OCWP
675
Owl Creek Wealth Partners
Colorado
$28.5K