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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 %
TFA
676
Transamerica Financial Advisors
Florida
$1K – – –
FMTCOCP
677
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
NWM
678
Nova Wealth Management
Florida
$976 +$976 +13 New
WA
679
Whipplewood Advisors
Colorado
$975 +$427 +7 +78%
VWA
680
Valued Wealth Advisors
Utah
$901 – – –
FGA
681
Fortis Group Advisors
New Jersey
$901 – – –
PWA
682
Principia Wealth Advisory
Texas
$871 +$726 +10 +500%
NSIM
683
North Star Investment Management
Illinois
$751 – – –
WWM
684
Wolff Wiese Magana
California
$751 – – –
BFS
685
Bare Financial Services
Pennsylvania
$601 +$601 +8 New
WA
686
WestEnd Advisors
North Carolina
$525 +$375 +5 +250%
WW
687
Winnow Wealth
Texas
$453 +$129 +2 +40%
RFS
688
Richardson Financial Services
Massachusetts
$450 – – –
T
689
Transce3nd
Texas
$450 – – –
MAS
690
MPWM Advisory Solutions
Georgia
$375 -$22.5K -300 -98%
DPW
691
DiNuzzo Private Wealth
Pennsylvania
$301 -$75 -1 -20%
SJIM
692
St. Johns Investment Management
Florida
$300 – – –
CA
693
Continuum Advisory
Idaho
$300 – – –
PWAM
694
Private Wealth Asset Management
Iowa
$300 +$300 +4 New
WPA
695
West Paces Advisors
Georgia
$225 -$150 -2 -40%
SC
696
Swan Capital
Florida
$225 – – –
HWP
697
Highline Wealth Partners
California
$225 +$225 +3 New
GA
698
GoalVest Advisory
New York
$225 +$225 +3 New
JWA
699
JFS Wealth Advisors
Pennsylvania
$151 -$76 -1 -33%
HIA
700
HFM Investment Advisors
New Jersey
$151 +$151 +2 New
26 27
28
29 30