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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
PPF
101
PFA Pension Forsikringsaktieselskab
$27.1M +$23.3M +224,441 New
SAM
102
Storebrand Asset Management
Norway
$26M -$1.5M -14,457 -6%
Canada Life
103
Canada Life
Manitoba, Canada
$24.5M +$1.28M +12,344 +6%
BGM
104
Burkehill Global Management
New York
$24.2M +$20.8M +200,000 New
Principal Financial Group
105
Principal Financial Group
Iowa
$23.9M -$3.2M -30,746 -13%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$23.7M +$2.77M +26,631 +16%
Luther King Capital Management (LKCM)
107
Luther King Capital Management (LKCM)
Texas
$23.5M +$20.2M +194,556 New
A
108
AustralianSuper
Australia
$22.9M +$7.96M +76,528 +68%
IMRF
109
Illinois Municipal Retirement Fund
Illinois
$22.5M +$1.23M +11,826 +7%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$21.6M +$5.96M +57,304 +47%
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$21.5M -$66.5K -640 -0.4%
AS
112
Aware Super
Australia
$21.5M +$15M +144,075 +426%
Man Group
113
Man Group
United Kingdom
$21.1M -$19M -182,414 -51%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$20.9M -$279K -2,687 -2%
Renaissance Technologies
115
Renaissance Technologies
New York
$20.6M +$16.3M +157,103 +1,181%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$20.6M +$1.59M +15,300 +10%
Corient Private Wealth
117
Corient Private Wealth
Florida
$20.4M +$1.12M +10,804 +7%
Swedbank
118
Swedbank
Sweden
$19.6M +$56.8K +546 +0.3%
TSW
119
Thompson Siegel & Walmsley
Virginia
$19.5M -$11.8M -113,607 -41%
New York State Teachers Retirement System (NYSTRS)
120
New York State Teachers Retirement System (NYSTRS)
New York
$19.4M -$877K -8,438 -5%
First Trust Advisors
121
First Trust Advisors
Illinois
$18.9M +$12.4M +119,150 +320%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$18.6M -$5.95M -57,232 -27%
WAM
123
Weiss Asset Management
Massachusetts
$17.9M +$15.4M +148,307 New
US Bancorp
124
US Bancorp
Minnesota
$17.7M -$174K -1,676 -1%
IP
125
Interval Partners
New York
$17.4M +$15M +144,098 New

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.