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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 %
WA
676
WPG Advisers
Maryland
$7.43K -$1.19K -12 -14%
SWM
677
Spire Wealth Management
Virginia
$7.33K -$693 -7 -9%
TIM
678
Thompson Investment Management
Wisconsin
$7.33K
LFASL
679
Lugano Financial Advisors SA (LFA)
Switzerland
$7.33K +$7.33K +74 New
BCWM
680
Bartlett & Co Wealth Management
Ohio
$6.64K
1IA
681
1620 Investment Advisors
Massachusetts
$6.04K
RBC
682
Roble Belko & Company
Pennsylvania
$6K +$526 +5 +10%
NC
683
North Capital
Utah
$5.74K
AF
684
Alerus Financial
North Dakota
$5.65K +$5.65K +57 New
GSWM
685
Golden State Wealth Management
California
$5.55K
JWA
686
JFS Wealth Advisors
Pennsylvania
$5.45K +$5.25K +53 +2,650%
FFA
687
Frazier Financial Advisors
Ohio
$5.35K
KG
688
Kilter Group
New York
$5.25K +$5.25K +53 New
PB
689
Pinnacle Bancorp
Nebraska
$5.25K
AWM
690
Activest Wealth Management
Florida
$5.15K +$1.19K +12 +30%
BFS
691
Bare Financial Services
Pennsylvania
$5.05K +$4.26K +43 +538%
CPG
692
Cornerstone Planning Group
New Jersey
$4.86K +$2.08K +18 +75%
WBC
693
West Branch Capital
Massachusetts
$4.56K +$4.56K +46 New
HNW
694
High Note Wealth
Minnesota
$4.46K -$990 -10 -18%
HHMI
695
Howard Hughes Medical Institute
Maryland
$4.26K +$4.26K +43 New
MCM
696
Manchester Capital Management
Vermont
$4.16K +$198 +2 +5%
PGAM
697
Princeton Global Asset Management
New Jersey
$4.06K +$4.06K +41 New
AW
698
Avion Wealth
Texas
$4K -$1.37K -14 -25%
OAJ
699
Ogorek Anthony Joseph
New York
$4K +$978 +11 +32%
GG
700
Gleason Group
Kentucky
$3.96K