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Dollar Tree
DLTR

Overview Fund Activity

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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$237M
2
Citadel Advisors
Citadel Advisors
Florida
+$226M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$193M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
5
Morgan Stanley
Morgan Stanley
New York
+$127M

Top Sellers

1
CM
Corvex Management
New York
-$221M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$193M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$193M
4
EIC
Equity Investment Corp
Georgia
-$139M
5
BlackRock
BlackRock
New York
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
701
Bell Investment Advisors
California
$3.76K +$495 +5 +15%
SO
702
Sierra Ocean
California
$3.57K – – –
KWM
703
Kiker Wealth Management
Georgia
$3.47K – – –
MAM
704
Meeder Asset Management
Ohio
$3.37K -$439K -4,436 -99%
RS
705
Rakuten Securities
Japan
$3.27K -$8.72K -88 -73%
FMP
706
Financial Management Professionals
Texas
$3.07K +$3.07K +31 New
CAL
707
Capital Advisors Ltd
Ohio
$3K -$11K -95 -79%
WCM
708
Winthrop Capital Management
Indiana
$3K – – –
WTFG
709
Wood Tarver Financial Group
Idaho
$3K – – –
NRWA
710
North Ridge Wealth Advisors
Oregon
$2.97K – – –
AIC
711
Archer Investment Corporation
Indiana
$2.97K – – –
PWA
712
Physician Wealth Advisors
Utah
$2.87K +$495 +5 +21%
SIC
713
SJS Investment Consulting
Ohio
$2.87K +$2.87K +29 New
BCM
714
Boreal Capital Management
Florida
$2.87K +$2.87K +29 New
HI
715
Hoey Investments
Pennsylvania
$2.77K – – –
CIAS
716
CBIZ Investment Advisory Services
Ohio
$2.67K +$2.67K +27 New
DPW
717
DiNuzzo Private Wealth
Pennsylvania
$2.58K +$2.18K +22 +550%
MAS
718
MPWM Advisory Solutions
Georgia
$2.48K +$1.98K +20 +400%
BFPW
719
BOK Financial Private Wealth
Colorado
$2.18K – – –
TCA
720
Trifecta Capital Advisors
Illinois
$2.18K +$2.18K +22 New
FMTCOCP
721
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
AEPWM
722
Atlantic Edge Private Wealth Management
Florida
$1.98K – – –
FWM
723
FSA Wealth Management
Massachusetts
$1.68K – – –
PWA
724
Principia Wealth Advisory
Texas
$1.49K +$297 +3 +25%
Kayne Anderson Rudnick Investment Management
725
Kayne Anderson Rudnick Investment Management
California
$1.39K +$1.39K +14 New
27 28
29
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