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Dollar Tree

776 hedge funds and large institutions have $21.2B invested in Dollar Tree in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 262 increasing their positions, 276 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 95

8.49% more ownership

Funds ownership: 101.62%110.11% (+8.5%)

1% more funds holding

Funds holding: 766776 (+10)

1% more capital invested

Capital invested by funds: $21B → $21.2B (+$187M)

5% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 276

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

43% less call options, than puts

Call options by funds: $710M | Put options by funds: $1.23B

Holders
776
Holders Change
+10
Holders Change %
+1.31%
% of All Funds
10.19%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
114
Increased
262
Reduced
276
Closed
95
Calls
$710M
Puts
$1.23B
Net Calls
-$525M
Net Calls Change
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
851
Catalyst Capital Advisors
New York
-$89.8K -907 Closed
GM
852
GeoWealth Management
Illinois
-$64.4K -650 Closed
BIG
853
Brooklyn Investment Group
New York
-$56.1K -566 Closed
TSMHT
854
Thurston Springer Miller Herd & Titak
Indiana
-$34.3K -346 Closed
BFP
855
Briaud Financial Planning
Texas
-$16K -165 Closed
AWM
856
Atticus Wealth Management
Florida
-$13.5K -136 Closed
RAM
857
Riggs Asset Management
Pennsylvania
-$12.9K -130 Closed
NC
858
NewSquare Capital
Pennsylvania
-$11.3K -114 Closed
TPWA
859
Twin Peaks Wealth Advisors
California
-$9.81K -86 Closed
SO
860
Sierra Ocean
California
-$3.56K -36 Closed
KWM
861
Kiker Wealth Management
Georgia
-$3.47K -35 Closed
WTFG
862
Wood Tarver Financial Group
Idaho
-$3K -34 Closed
GC
863
GFG Capital
Florida
-$1.29K -13 Closed
CAL
864
Capital Analysts LLC
Pennsylvania
-$1K -12 Closed
TIM
865
Total Investment Management
Arizona
-$891 -9 Closed
WA
866
Whipplewood Advisors
Colorado
-$693 -7 Closed
RFS
867
Richardson Financial Services
Massachusetts
-$594 -6 Closed
T
868
Transce3nd
Texas
-$594 -6 Closed
WCM
869
WealthTrak Capital Management
Virginia
-$496 -5 Closed
SJIM
870
St. Johns Investment Management
Florida
-$396 -4 Closed
PCM
871
Penserra Capital Management
California
+$642 +6 New