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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
JWM
801
JPL Wealth Management
Colorado
$1.64K
PWM
802
Proathlete Wealth Management
Florida
$1.64K
Kayne Anderson Rudnick Investment Management
803
Kayne Anderson Rudnick Investment Management
California
$1.53K
BH
804
Burk Holdings
Oklahoma
$1.53K
CFG
805
Clayton Financial Group
Missouri
$1.31K
FGA
806
Fortis Group Advisors
New Jersey
$1.31K
DWM
807
Dogwood Wealth Management
Kansas
$1.31K
SFCL
808
Strengthening Families & Communities LLC
Massachusetts
$1.31K
IWM
809
IMG Wealth Management
Florida
$1.21K
VWM
810
Vermillion Wealth Management
Minnesota
$1.21K
CWP
811
Clark Wealth Partners
Illinois
$1.1K
WWM
812
Wolff Wiese Magana
California
$1.1K
1CP
813
1015 Capital Partners
Pennsylvania
$1.09K
AF
814
Advisornet Financial
Minnesota
$1.09K
HIA
815
HFM Investment Advisors
New Jersey
$1.09K
HWP
816
Highline Wealth Partners
California
$1.09K
DAM
817
Delta Asset Management
Tennessee
$1.09K
PCM
818
Penserra Capital Management
California
$1K
WA
819
WestEnd Advisors
North Carolina
$986
NB
820
NBT Bank
New York
$986
RWM
821
RMG Wealth Management
Wisconsin
$900
PS
822
PayPay Securities
Japan
$899
QWM
823
Quaker Wealth Management
New Jersey
$877
MCA
824
McGuire Capital Advisors
Oklahoma
$767
NRG
825
Nemes Rush Group
Michigan
$767