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Dollar Tree

858 hedge funds and large institutions have $23.5B invested in Dollar Tree in 2026 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 289 increasing their positions, 321 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 103

13% more call options, than puts

Call options by funds: $976M | Put options by funds: $863M

4% more capital invested

Capital invested by funds: $22.7B → $23.5B (+$867M)

0% more funds holding

Funds holding: 857858 (+1)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 321

3.45% less ownership

Funds ownership: 104.8%101.35% (-3.4%)

Holders
858
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
289
Reduced
321
Closed
103
Calls
$976M
Puts
$863M
Net Calls
+$113M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
51
Fiduciary Management Inc
Wisconsin
$85.6M -$37.4M -359,986 -34%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$84.3M +$35M +337,018 +94%
Millennium Management
53
Millennium Management
New York
$82.4M +$27.8M +267,062 +64%
Allianz Asset Management
54
Allianz Asset Management
Germany
$81M -$7.07M -68,010 -9%
Barclays
55
Barclays
United Kingdom
$80.8M -$4.05M -38,994 -6%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$79.1M +$620K +5,965 +0.9%
Ameriprise
57
Ameriprise
Minnesota
$77.2M -$573K -5,511 -0.9%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$74.9M -$15.2M -146,265 -19%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$71.9M -$21.2M -203,881 -26%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$66.4M -$98.4M -946,630 -63%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$66.3M +$6M +57,723 +12%
Assenagon Asset Management
62
Assenagon Asset Management
Luxembourg
$65.4M +$16.3M +156,402 +41%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$65M +$13.3M +127,565 +31%
SAIG
64
Semper Augustus Investments Group
Colorado
$64.1M +$1.73M +16,628 +3%
Swiss National Bank
65
Swiss National Bank
Switzerland
$63.9M -$2.69M -25,900 -5%
GCM
66
Ghisallo Capital Management
Massachusetts
$60.5M +$52M +500,000 New
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$60.4M +$41M +394,400 +375%
Franklin Resources
68
Franklin Resources
California
$59.9M +$763K +7,337 +2%
N
69
Natixis
France
$59.6M +$51.3M +493,031 New
GAM
70
Gotham Asset Management
New York
$59.2M +$9.65M +92,850 +23%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$58.4M +$6.12M +58,900 +14%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$56.4M -$452K -4,352 -0.9%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$54.9M +$37.6M +361,612 +391%
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$54M +$2.06M +19,791 +5%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$51.8M -$4.71M -45,312 -10%

DLTR Hedge Fund Activity: Q2 2026 in Review

858 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q2 2026, worth a combined $23.5B — up 3.8% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new DLTR positions and 103 closed out — a net gain of 14 holders — while 289 added to existing stakes and 321 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $568M. The largest seller was T. Rowe Price Associates, cutting an estimated $754M.

  • 858 institutional investors held Dollar Tree (DLTR) as of Q2 2026, up from 857 in Q1 2026.
  • Funds reported $23.5B of Dollar Tree stock for Q2 2026, up 3.8% quarter-over-quarter.
  • 117 funds opened new Dollar Tree positions in Q2 2026 and 103 closed out, a net change of +14 holders.
  • The largest Dollar Tree buyer in Q2 2026 was Fidelity Investments, an estimated $568M added.
  • The largest Dollar Tree seller in Q2 2026 was T. Rowe Price Associates, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2026.