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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
BWA
676
Basecamp Wealth Advisors
Washington
$28.4K
CBT
677
Crews Bank & Trust
Florida
$27.4K
YP
678
YANKCOM Partnership
South Dakota
$27.4K
NS
679
NBC Securities
Alabama
$25.1K
MTIC
680
Missouri Trust & Investment Company
Missouri
$24.3K
KFI
681
Key Financial Inc
Pennsylvania
$24K
WIM
682
Westside Investment Management
California
$23.2K
TFIPS
683
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23K
PWMG
684
Private Wealth Management Group
New Jersey
$22.7K
QC
685
Quent Capital
New York
$22.3K
PFA
686
Pillar Financial Advisors
Kentucky
$22.2K
IWS
687
Intentional Wealth Strategies
Colorado
$22K
AUB
688
Atlantic Union Bankshares
Virginia
$21.9K
CFB
689
Cullen/Frost Bankers
Texas
$21.9K
PPA
690
Pilgrim Partners Asia
Singapore
$21.9K
SS
691
SBI Securities
Japan
$21.8K
SWM
692
SHP Wealth Management
Massachusetts
$20.6K
IAAG
693
Innovative Asset Advisors Group
Connecticut
$20K
FFO
694
Fortitude Family Office
Arizona
$19.3K
WT
695
Whittier Trust
California
$18K
HP
696
Havemeyer Place
Connecticut
$17.7K
FHC
697
First Horizon Corporation
Tennessee
$16.5K
HWA
698
Heritage Wealth Advisors
Virginia
$16.4K
TWIM
699
TIAA Wealth Investment Management
New York
$16.4K
MWA
700
Medallion Wealth Advisors
Connecticut
$16.3K