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