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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
ABLA
901
Alan B. Lancz & Associates
Ohio
PCM
902
Prana Capital Management
Connecticut
NC
903
nVerses Capital
Florida
KeyBank National Association
904
KeyBank National Association
Ohio
WAM
905
Weiss Asset Management
Massachusetts
PTC
906
Philadelphia Trust Company
Pennsylvania
BMWM
907
Brown Miller Wealth Management
Virginia
HAG
908
HighPoint Advisor Group
Illinois
TIAA Trust, National Association
909
TIAA Trust, National Association
North Carolina
VWM
910
Venturi Wealth Management
Texas
SSA
911
Schonfeld Strategic Advisors
New York
A
912
AlphaQuest
New York
MWM
913
Modera Wealth Management
New Jersey
MP
914
Moment Partners
California
RAG
915
RIA Advisory Group
Iowa
TWM
916
TCFG Wealth Management
California
AFAS
917
Acorn Financial Advisory Services
Virginia
FB
918
Finward Bancorp
Indiana
LFAS
919
Level Four Advisory Services
Texas
CA
920
Commerzbank Aktiengesellschaft
Germany
BC
921
Bayforest Capital
United Kingdom
LS
922
Livforsakringsbolaget Skandia
Sweden
WC
923
Wexford Capital
Florida
SIM
924
Sentry Investment Management
Wisconsin
JWM
925
Jessup Wealth Management
Ohio