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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
CFG
801
Clayton Financial Group
Missouri
$1.31K
FGA
802
Fortis Group Advisors
New Jersey
$1.31K
DWM
803
Dogwood Wealth Management
Kansas
$1.31K
SFCL
804
Strengthening Families & Communities LLC
Massachusetts
$1.31K
IWM
805
IMG Wealth Management
Florida
$1.21K
VWM
806
Vermillion Wealth Management
Minnesota
$1.21K
WWM
807
Wolff Wiese Magana
California
$1.1K
CWP
808
Clark Wealth Partners
Illinois
$1.1K
AF
809
Advisornet Financial
Minnesota
$1.09K
HIA
810
HFM Investment Advisors
New Jersey
$1.09K
1CP
811
1015 Capital Partners
Pennsylvania
$1.09K
HWP
812
Highline Wealth Partners
California
$1.09K
DAM
813
Delta Asset Management
Tennessee
$1.09K
PCM
814
Penserra Capital Management
California
$1K
WA
815
WestEnd Advisors
North Carolina
$986
NB
816
NBT Bank
New York
$986
RWM
817
RMG Wealth Management
Wisconsin
$900
PS
818
PayPay Securities
Japan
$899
QWM
819
Quaker Wealth Management
New Jersey
$877
NRG
820
Nemes Rush Group
Michigan
$767
TFM
821
TFC Financial Management
Massachusetts
$767
MCA
822
McGuire Capital Advisors
Oklahoma
$767
ANBT
823
American National Bank & Trust
Texas
$766
DFA
824
DHJJ Financial Advisors
Illinois
$658
RWS
825
Retirement Wealth Solutions
Wisconsin
$658