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Dollar Tree

848 hedge funds and large institutions have $22.6B invested in Dollar Tree in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 307 increasing their positions, 260 reducing their positions, and 96 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 → $22.6B (-$3.48B)

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
848
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
MTIC
676
Missouri Trust & Investment Company
Missouri
$24.3K
KFI
677
Key Financial Inc
Pennsylvania
$24K
WIM
678
Westside Investment Management
California
$23.2K
TFIPS
679
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23K
PWMG
680
Private Wealth Management Group
New Jersey
$22.7K
QC
681
Quent Capital
New York
$22.3K
PFA
682
Pillar Financial Advisors
Kentucky
$22.2K
IWS
683
Intentional Wealth Strategies
Colorado
$22K
AUB
684
Atlantic Union Bankshares
Virginia
$21.9K
CFB
685
Cullen/Frost Bankers
Texas
$21.9K
PPA
686
Pilgrim Partners Asia
Singapore
$21.9K
SS
687
SBI Securities
Japan
$21.8K
SWM
688
SHP Wealth Management
Massachusetts
$20.6K
IAAG
689
Innovative Asset Advisors Group
Connecticut
$20K
FFO
690
Fortitude Family Office
Arizona
$19.3K
WT
691
Whittier Trust
California
$18K
HP
692
Havemeyer Place
Connecticut
$17.7K
FHC
693
First Horizon Corporation
Tennessee
$16.5K
HWA
694
Heritage Wealth Advisors
Virginia
$16.4K
TWIM
695
TIAA Wealth Investment Management
New York
$16.4K
MWA
696
Medallion Wealth Advisors
Connecticut
$16.3K
KFAS
697
Keating Financial Advisory Services
Kansas
$15K
MAM
698
Meeder Asset Management
Ohio
$15K
ITIM
699
Indiana Trust & Investment Management
Indiana
$14.8K
SWM
700
Spire Wealth Management
Virginia
$14.7K