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Dollar Tree
DLTR

Overview Fund Activity

706 hedge funds and large institutions have $16.5B invested in Dollar Tree in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 234 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+2
Holders Change %
+0.28%
% of All Funds
9.59%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
107
Increased
257
Reduced
234
Closed
92
Calls
$1.5B
Puts
$1.38B
Net Calls
+$118M
Net Calls Change
-$116M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$427M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$439M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$174M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$724M
5
Capital International Investors
Capital International Investors
California
$747M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$172M
2
American Century Companies
American Century Companies
Missouri
$51.3M
3
Millennium Management
Millennium Management
New York
$120M
4
Marshall Wace
Marshall Wace
United Kingdom
$254M
5
Citadel Advisors
Citadel Advisors
Florida
$76M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
776
Studio Investment Management
Illinois
– -$10.3K -138 Closed
CAS
777
Coppell Advisory Solutions
Texas
– -$7.4K -99 Closed
WWA
778
Wingate Wealth Advisors
Massachusetts
– -$6.15K -82 Closed
AWM
779
Avior Wealth Management
Nebraska
– -$5.7K -76 Closed
TH
780
TCTC Holdings
Texas
– -$5.62K -75 Closed
SIC
781
SJS Investment Consulting
Ohio
– -$4.8K -64 Closed
NFSG
782
Newbridge Financial Services Group
Florida
– -$3.75K -50 Closed
MSWM
783
Mowery & Schoenfeld Wealth Management
Illinois
– -$2.55K -34 Closed
CFP
784
Comprehensive Financial Planning
Pennsylvania
– -$2.32K -31 Closed
RTL
785
Red Tortoise LLC
Georgia
– -$2.25K -30 Closed
TC
786
Truvestments Capital
Florida
– -$2.02K -27 Closed
RI
787
Ridgewood Investments
New Jersey
– -$1.95K -26 Closed
FA
788
Fedenia Advisers
Wisconsin
– -$1.57K -21 Closed
CTC
789
Central Trust Company
Missouri
– -$1.35K -18 Closed
TCM
790
Tradewinds Capital Management
Washington
– -$1.13K -15 Closed
HCP
791
Hexagon Capital Partners
Arkansas
– -$1.05K -14 Closed
CAL
792
Capital Analysts LLC
Pennsylvania
– -$1K -12 Closed
NL
793
NVWM LLC
Pennsylvania
– -$899 -12 Closed
EBA
794
Eagle Bay Advisors
New York
– -$674 -9 Closed
LFA
795
Legend Financial Advisors
Pennsylvania
– -$150 -2 Closed
KBFS
796
Kohmann Bosshard Financial Services
Ohio
– -$150 -2 Closed
EPW
797
Evergreen Private Wealth
Colorado
– -$75 -1 Closed
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