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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
TBFA
751
Three Bearings Fiduciary Advisors
New Hampshire
$5.48K
SIC
752
SJS Investment Consulting
Ohio
$5.48K
WBC
753
West Branch Capital
Massachusetts
$5.04K
AW
754
Avion Wealth
Texas
$5K
TC
755
Truvestments Capital
Florida
$4.93K
SIM
756
Synergy Investment Management
Florida
$4.82K
GSEP
757
Golden State Equity Partners
California
$4.82K
AA
758
Addison Advisors
Vermont
$4.71K
AT
759
Arlington Trust
Alabama
$4.6K
CPG
760
Cornerstone Planning Group
New Jersey
$4.5K
PGAM
761
Princeton Global Asset Management
New Jersey
$4.49K
GG
762
Gleason Group
Kentucky
$4.38K
JSAM
763
J. Safra Asset Management
New York
$4.38K
CFM
764
Cornerstone Financial Management
Massachusetts
$4.38K
AFC
765
Ares Financial Consulting
California
$4.35K
HHCP
766
Hilton Head Capital Partners
South Carolina
$4.27K
BIA
767
Bell Investment Advisors
California
$4.27K
HNW
768
High Note Wealth
Minnesota
$4.16K
SFS
769
Sunrise Financial Services
Washington
$4.05K
WCM
770
Winthrop Capital Management
Indiana
$4K
NF
771
Napier Financial
Massachusetts
$3.61K
RF
772
Rossby Financial
Florida
$3.59K
SIS
773
Sound Income Strategies
Florida
$3.55K
DPW
774
DiNuzzo Private Wealth
Pennsylvania
$3.5K
NRWA
775
North Ridge Wealth Advisors
Oregon
$3.29K