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Dollar Tree
DLTR

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: 857 → 858 (+1)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$568M
2
Jane Street
Jane Street
New York
+$324M
3
Citadel Advisors
Citadel Advisors
Florida
+$186M
4
SG Americas Securities
SG Americas Securities
New York
+$152M
5
Goldman Sachs
Goldman Sachs
New York
+$147M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$754M
2
Nomura Holdings
Nomura Holdings
Japan
-$393M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$108M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
951
Clayton Financial Group
Missouri
– -$1.31K -12 Closed
DWM
952
Dogwood Wealth Management
Kansas
– -$1.31K -12 Closed
VWM
953
Vermillion Wealth Management
Minnesota
– -$1.21K -11 Closed
WA
954
WestEnd Advisors
North Carolina
– -$986 -9 Closed
CCWM
955
Cassaday & Co Wealth Management
Virginia
– -$658 -6 Closed
WSFG
956
Wall Street Financial Group
Illinois
– -$657 -6 Closed
PWA
957
Portus Wealth Advisors
North Carolina
– -$548 -5 Closed
PB
958
Prosperity Bancshares
Texas
– -$219 -2 Closed
RS
959
Rakuten Securities
Japan
– -$219 -2 Closed
EA
960
Evolution Advisers
Virginia
– +$104 +1 New
NWM
961
Navigoe Wealth Management
California
– +$728 +7 New
35 36 37 38
39

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.