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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
BCM
776
Boreal Capital Management
Florida
$3.18K
UFPG
777
United Financial Planning Group
New York
$3.18K
BHWM
778
Bay Harbor Wealth Management
Maryland
$3.17K
HI
779
Hoey Investments
Pennsylvania
$3.07K
PB
780
Pinnacle Bancorp
Nebraska
$3.07K
OAJ
781
Ogorek Anthony Joseph
New York
$3K
CAL
782
Capital Advisors Ltd
Ohio
$3K
WTA
783
Washington Trust Advisors
Massachusetts
$2.84K
MAS
784
MPWM Advisory Solutions
Georgia
$2.74K
PF
785
PlanVest Financial
Maryland
$2.74K
DJSG
786
D.J. St. Germain
Massachusetts
$2.63K
BFPW
787
BOK Financial Private Wealth
Colorado
$2.41K
MAM
788
Marquette Asset Management
Minnesota
$2.19K
AEPWM
789
Atlantic Edge Private Wealth Management
Florida
$2.19K
RWM
790
Rialto Wealth Management
New York
$2.08K
EWP
791
Elevation Wealth Partners
California
$2.08K
FMTCOCP
792
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
VWA
793
Valued Wealth Advisors
Utah
$1.97K
MSG
794
Main Street Group
Virginia
$1.97K
FCAS
795
First Command Advisory Services
Texas
$1.86K
AW
796
Ankerstar Wealth
Texas
$1.75K
JWM
797
JPL Wealth Management
Colorado
$1.64K
PWM
798
Proathlete Wealth Management
Florida
$1.64K
Kayne Anderson Rudnick Investment Management
799
Kayne Anderson Rudnick Investment Management
California
$1.53K
BH
800
Burk Holdings
Oklahoma
$1.53K