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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
AIC
776
Archer Investment Corporation
Indiana
$3.29K
TCM
777
Triumph Capital Management
Colorado
$3.29K
BFS
778
Bare Financial Services
Pennsylvania
$3.18K
BCM
779
Boreal Capital Management
Florida
$3.18K
FMP
780
Financial Management Professionals
Texas
$3.18K
UFPG
781
United Financial Planning Group
New York
$3.18K
BHWM
782
Bay Harbor Wealth Management
Maryland
$3.17K
HI
783
Hoey Investments
Pennsylvania
$3.07K
PB
784
Pinnacle Bancorp
Nebraska
$3.07K
CAL
785
Capital Advisors Ltd
Ohio
$3K
OAJ
786
Ogorek Anthony Joseph
New York
$3K
WTA
787
Washington Trust Advisors
Massachusetts
$2.84K
MAS
788
MPWM Advisory Solutions
Georgia
$2.74K
PF
789
PlanVest Financial
Maryland
$2.74K
DJSG
790
D.J. St. Germain
Massachusetts
$2.63K
BFPW
791
BOK Financial Private Wealth
Colorado
$2.41K
AEPWM
792
Atlantic Edge Private Wealth Management
Florida
$2.19K
MAM
793
Marquette Asset Management
Minnesota
$2.19K
RWM
794
Rialto Wealth Management
New York
$2.08K
EWP
795
Elevation Wealth Partners
California
$2.08K
FMTCOCP
796
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
VWA
797
Valued Wealth Advisors
Utah
$1.97K
MSG
798
Main Street Group
Virginia
$1.97K
FCAS
799
First Command Advisory Services
Texas
$1.86K
AW
800
Ankerstar Wealth
Texas
$1.75K