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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
KFAS
701
Keating Financial Advisory Services
Kansas
$15K
MAM
702
Meeder Asset Management
Ohio
$15K
ITIM
703
Indiana Trust & Investment Management
Indiana
$14.8K
SWM
704
Spire Wealth Management
Virginia
$14.7K
FMII
705
Farmers & Merchants Investments Inc
Nebraska
$14.5K
EI
706
EFG International
$14.5K
AWM
707
Abound Wealth Management
Tennessee
$14.2K
VR
708
Vision Retirement
New Jersey
$14.1K
GAM
709
Generali Asset Management
Italy
$13.5K
JWA
710
JFS Wealth Advisors
Pennsylvania
$13.5K
EB
711
Eastern Bank
Massachusetts
$13.4K
HBW
712
Hazlett, Burt & Watson
West Virginia
$13K
WA
713
Westfuller Advisors
New York
$12.7K
BLC
714
Brown, Lisle/Cummings
Rhode Island
$12.5K
BGAI
715
Bruce G. Allen Investments
Colorado
$12.2K
GSWM
716
Golden State Wealth Management
California
$12K
CIAM
717
Caitong International Asset Management
Hong Kong
$11.9K
PWMG
718
Prestige Wealth Management Group
New Jersey
$11.8K
TCOT
719
Trust Company of Toledo
Ohio
$11.5K
S
720
Sachetta
Massachusetts
$11.4K
BOJHT
721
Bank of Jackson Hole Trust
Wyoming
$11.4K
TFA
722
Transamerica Financial Advisors
Florida
$11.3K
DWP
723
Destiny Wealth Partners
Florida
$11.2K
BFS
724
Burkett Financial Services
South Carolina
$11K
CSB
725
City State Bank
Iowa
$11K