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Dollar Tree

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
Name Holding Trade Value Shares
Change
Shares
Change %
PS
726
PayPay Securities
Japan
$1.29K -$892 -9 -41%
GC
727
GFG Capital
Florida
$1.29K +$1.29K +13 New
VWA
728
Valued Wealth Advisors
Utah
$1.19K
RWM
729
Rialto Wealth Management
New York
$1.19K +$1.19K +12 New
CAL
730
Capital Analysts LLC
Pennsylvania
$1K +$1K +12 New
WWM
731
Wolff Wiese Magana
California
$991
NSIM
732
North Star Investment Management
Illinois
$990
TIM
733
Tortoise Investment Management
New York
$990 +$792 +8 +400%
TIM
734
Total Investment Management
Arizona
$891 +$891 +9 New
BHWM
735
Bay Harbor Wealth Management
Maryland
$891 +$891 +9 New
QWM
736
Quaker Wealth Management
New Jersey
$793 +$793 +8 New
HIA
737
HFM Investment Advisors
New Jersey
$792 +$594 +6 +300%
TFM
738
TFC Financial Management
Massachusetts
$694 +$694 +7 New
WA
739
Whipplewood Advisors
Colorado
$693 -$891 -9 -56%
WA
740
WestEnd Advisors
North Carolina
$693
PWM
741
Parkworth Wealth Management
California
$693 +$693 +7 New
DF
742
Dunhill Financial
United Kingdom
$667 -$1K -9 -60%
OP
743
ORG Partners
Indiana
$609 +$609 +6 New
ACA
744
American Capital Advisory
Idaho
$595 +$595 +6 New
RFS
745
Richardson Financial Services
Massachusetts
$594
T
746
Transce3nd
Texas
$594
WCM
747
WealthTrak Capital Management
Virginia
$496 -$22.3K -225 -98%
SIS
748
Sound Income Strategies
Florida
$495 +$495 +5 New
SJIM
749
St. Johns Investment Management
Florida
$396
PWAM
750
Private Wealth Asset Management
Iowa
$396