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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
SIM
751
Synergy Investment Management
Florida
$4.82K
GSEP
752
Golden State Equity Partners
California
$4.82K
AA
753
Addison Advisors
Vermont
$4.71K
AT
754
Arlington Trust
Alabama
$4.6K
CPG
755
Cornerstone Planning Group
New Jersey
$4.5K
PGAM
756
Princeton Global Asset Management
New Jersey
$4.49K
JSAM
757
J. Safra Asset Management
New York
$4.38K
GG
758
Gleason Group
Kentucky
$4.38K
CFM
759
Cornerstone Financial Management
Massachusetts
$4.38K
AFC
760
Ares Financial Consulting
California
$4.35K
HHCP
761
Hilton Head Capital Partners
South Carolina
$4.27K
BIA
762
Bell Investment Advisors
California
$4.27K
HNW
763
High Note Wealth
Minnesota
$4.16K
SFS
764
Sunrise Financial Services
Washington
$4.05K
WCM
765
Winthrop Capital Management
Indiana
$4K
WWM
766
Western Wealth Management
Colorado
$3.72K
NF
767
Napier Financial
Massachusetts
$3.61K
RF
768
Rossby Financial
Florida
$3.59K
SIS
769
Sound Income Strategies
Florida
$3.55K
DPW
770
DiNuzzo Private Wealth
Pennsylvania
$3.5K
NRWA
771
North Ridge Wealth Advisors
Oregon
$3.29K
AIC
772
Archer Investment Corporation
Indiana
$3.29K
TCM
773
Triumph Capital Management
Colorado
$3.29K
BFS
774
Bare Financial Services
Pennsylvania
$3.18K
FMP
775
Financial Management Professionals
Texas
$3.18K