We are live on ! Find out more
DLTR icon

Dollar Tree

766 hedge funds and large institutions have $21B invested in Dollar Tree in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 270 increasing their positions, 238 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 106

26% more capital invested

Capital invested by funds: $16.6B → $21B (+$4.35B)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

13% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 238

7% more funds holding

Funds holding: 715766 (+51)

1.61% less ownership

Funds ownership: 103.23%101.62% (-1.6%)

17% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.67B

Holders
766
Holders Change
+51
Holders Change %
+7.13%
% of All Funds
10.09%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
165
Increased
270
Reduced
238
Closed
106
Calls
$1.39B
Puts
$1.67B
Net Calls
-$282M
Net Calls Change
-$400M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
851
Glass Jacobson Investment Advisors
Maryland
-$17.8K -238 Closed
WT
852
Washington Trust
Rhode Island
-$17.6K -235 Closed
QC
853
Quent Capital
New York
-$10.7K -142 Closed
NRG
854
Nemes Rush Group
Michigan
-$9.38K -125 Closed
CA
855
Crewe Advisors
Utah
-$7.66K -102 Closed
MG
856
Mather Group
Illinois
-$6.08K -81 Closed
SCB
857
Saudi Central Bank
Saudi Arabia
-$6.01K -80 Closed
HWM
858
HighMark Wealth Management
Minnesota
-$3.75K -50 Closed
JFA
859
JNBA Financial Advisors
Minnesota
-$3.75K -50 Closed
CWC
860
Carolinas Wealth Consulting
North Carolina
-$3.23K -43 Closed
LWMI
861
Legacy Wealth Management (Idaho)
Idaho
-$3.08K -41 Closed
SIM
862
Synergy Investment Management
Florida
-$2.85K -38 Closed
HIA
863
Harbor Investment Advisory
Maryland
-$2.7K -36 Closed
NWM
864
Nova Wealth Management
Florida
-$976 -13 Closed
WW
865
Winnow Wealth
Texas
-$453 -7 Closed
CAM
866
Chesapeake Asset Management
New York
-$375 -5 Closed
CA
867
Continuum Advisory
Idaho
-$300 -4 Closed
GA
868
GoalVest Advisory
New York
-$225 -3 Closed
SC
869
Swan Capital
Florida
-$225 -3 Closed
WPA
870
West Paces Advisors
Georgia
-$225 -3 Closed
HHGA
871
Halbert Hargrove Global Advisors
California
-$41 -1 Closed
PCTC
872
Perkins Coie Trust Company
Washington
-$75 -1 Closed

DLTR Hedge Fund Activity: Q2 2025 in Review

766 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q2 2025, worth a combined $21B — up 26% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new DLTR positions and 106 closed out — a net gain of 59 holders — while 270 added to existing stakes and 238 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $207M. The largest seller was Corvex Management, cutting an estimated $192M.

  • 766 institutional investors held Dollar Tree (DLTR) as of Q2 2025, up from 715 in Q1 2025.
  • Funds reported $21B of Dollar Tree stock for Q2 2025, up 26% quarter-over-quarter.
  • 165 funds opened new Dollar Tree positions in Q2 2025 and 106 closed out, a net change of +59 holders.
  • The largest Dollar Tree buyer in Q2 2025 was AllianceBernstein, an estimated $207M added.
  • The largest Dollar Tree seller in Q2 2025 was Corvex Management, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2025.