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Dollar Tree

858 hedge funds and large institutions have $23.5B invested in Dollar Tree in 2026 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 289 increasing their positions, 321 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 103

13% more call options, than puts

Call options by funds: $976M | Put options by funds: $863M

4% more capital invested

Capital invested by funds: $22.7B → $23.5B (+$867M)

0% more funds holding

Funds holding: 857858 (+1)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 321

3.45% less ownership

Funds ownership: 104.8%101.35% (-3.4%)

Holders
858
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
10.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
117
Increased
289
Reduced
321
Closed
103
Calls
$976M
Puts
$863M
Net Calls
+$113M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
926
Ancora Advisors
Ohio
-$37.9K -346 Closed
YP
927
YANKCOM Partnership
South Dakota
-$27.4K -250 Closed
MTIC
928
Missouri Trust & Investment Company
Missouri
-$24.3K -222 Closed
IWS
929
Intentional Wealth Strategies
Colorado
-$22K -201 Closed
PPA
930
Pilgrim Partners Asia
Singapore
-$21.9K -200 Closed
IAAG
931
Innovative Asset Advisors Group
Connecticut
-$20K -183 Closed
HP
932
Havemeyer Place
Connecticut
-$17.7K -162 Closed
EI
933
EFG International
-$14.5K -132 Closed
CIAM
934
Caitong International Asset Management
Hong Kong
-$11.9K -109 Closed
BOJHT
935
Bank of Jackson Hole Trust
Wyoming
-$11.4K -104 Closed
DWP
936
Destiny Wealth Partners
Florida
-$11.2K -102 Closed
FRA
937
Front Row Advisors
California
-$11K -100 Closed
TPWA
938
Twin Peaks Wealth Advisors
California
-$8.43K -77 Closed
LFASL
939
Lugano Financial Advisors SA (LFA)
Switzerland
-$8.1K -74 Closed
SEP
940
Signature Equity Partners
Ohio
-$8.1K -74 Closed
TGY2IT
941
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$7.34K -67 Closed
RCM
942
Richardson Capital Management
Wisconsin
-$6.02K -55 Closed
TC
943
Truvestments Capital
Florida
-$4.93K -45 Closed
GSEP
944
Golden State Equity Partners
California
-$4.82K -44 Closed
HHCP
945
Hilton Head Capital Partners
South Carolina
-$4.27K -39 Closed
NF
946
Napier Financial
Massachusetts
-$3.61K -33 Closed
SIS
947
Sound Income Strategies
Florida
-$3.55K -33 Closed
UFPG
948
United Financial Planning Group
New York
-$3.18K -29 Closed
MAS
949
MPWM Advisory Solutions
Georgia
-$2.74K -25 Closed
AW
950
Ankerstar Wealth
Texas
-$1.75K -16 Closed

DLTR Hedge Fund Activity: Q2 2026 in Review

858 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Dollar Tree (DLTR) for Q2 2026, worth a combined $23.5B — up 3.8% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new DLTR positions and 103 closed out — a net gain of 14 holders — while 289 added to existing stakes and 321 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $568M. The largest seller was T. Rowe Price Associates, cutting an estimated $754M.

  • 858 institutional investors held Dollar Tree (DLTR) as of Q2 2026, up from 857 in Q1 2026.
  • Funds reported $23.5B of Dollar Tree stock for Q2 2026, up 3.8% quarter-over-quarter.
  • 117 funds opened new Dollar Tree positions in Q2 2026 and 103 closed out, a net change of +14 holders.
  • The largest Dollar Tree buyer in Q2 2026 was Fidelity Investments, an estimated $568M added.
  • The largest Dollar Tree seller in Q2 2026 was T. Rowe Price Associates, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2026.