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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
TFM
826
TFC Financial Management
Massachusetts
$767
ANBT
827
American National Bank & Trust
Texas
$766
DFA
828
DHJJ Financial Advisors
Illinois
$658
RWS
829
Retirement Wealth Solutions
Wisconsin
$658
CCWM
830
Cassaday & Co Wealth Management
Virginia
$658
GIA
831
GHP Investment Advisors
Colorado
$658
TM
832
Torren Management
California
$657
WSFG
833
Wall Street Financial Group
Illinois
$657
ACA
834
American Capital Advisory
Idaho
$548
WA
835
WPG Advisers
Maryland
$548
AP
836
Aspect Partners
Virginia
$548
PWA
837
Portus Wealth Advisors
North Carolina
$548
DF
838
Dunhill Financial
United Kingdom
$529
CTC
839
Central Trust Company
Missouri
$439
SA
840
Seneschal Advisors
Washington
$439
NWS
841
Nvest Wealth Strategies
Ohio
$439
DRP
842
Decker Retirement Planning
Utah
$438
TC
843
Trust Company
Kansas
$438
DCM
844
Davis Capital Management
Florida
$329
HFS
845
Hughes Financial Services
Virginia
$329
MB
846
MidFirst Bank
Oklahoma
$329
3FI
847
3 Factor Indexing
California
$220
RS
848
Rakuten Securities
Japan
$219
PB
849
Prosperity Bancshares
Texas
$219
RJA
850
Ross\Johnson & Associates
Minnesota
$110