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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
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$14.5K
EI
702
EFG International
$14.5K
AWM
703
Abound Wealth Management
Tennessee
$14.2K
VR
704
Vision Retirement
New Jersey
$14.1K
GAM
705
Generali Asset Management
Italy
$13.5K
JWA
706
JFS Wealth Advisors
Pennsylvania
$13.5K
EB
707
Eastern Bank
Massachusetts
$13.4K
HBW
708
Hazlett, Burt & Watson
West Virginia
$13K
WA
709
Westfuller Advisors
New York
$12.7K
BLC
710
Brown, Lisle/Cummings
Rhode Island
$12.5K
BGAI
711
Bruce G. Allen Investments
Colorado
$12.2K
GSWM
712
Golden State Wealth Management
California
$12K
CIAM
713
Caitong International Asset Management
Hong Kong
$11.9K
PWMG
714
Prestige Wealth Management Group
New Jersey
$11.8K
TCOT
715
Trust Company of Toledo
Ohio
$11.5K
S
716
Sachetta
Massachusetts
$11.4K
BOJHT
717
Bank of Jackson Hole Trust
Wyoming
$11.4K
TFA
718
Transamerica Financial Advisors
Florida
$11.3K
DWP
719
Destiny Wealth Partners
Florida
$11.2K
FRA
720
Front Row Advisors
California
$11K
BFS
721
Burkett Financial Services
South Carolina
$11K
CSB
722
City State Bank
Iowa
$11K
NSIM
723
North Star Investment Management
Illinois
$11K
CA
724
Crewe Advisors
Utah
$10.8K
BWL
725
Bogart Wealth LLC
Virginia
$10.6K