Dollar Tree
DLTR
836 hedge funds and large institutions have $26B invested in Dollar Tree in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 244 increasing their positions, 292 reducing their positions, and 99 closing their positions.
76% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 99
23% more capital invested
Capital invested by funds: $21.2B → $26B (+$4.86B)
8% more funds holding
Funds holding: 777 → 836 (+59)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
3.61% less ownership
Funds ownership: 110.11% → 106.5% (-3.6%)
11% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.36B
16% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 292
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$354M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$116M |
| 3 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$66.2M |
| 4 |
WorldQuant Millennium Advisors
New York
|
+$65M |
| 5 |
Barclays
London,
United Kingdom
|
+$64.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$266M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$142M |
| 3 |
Morgan Stanley
New York
|
-$131M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$129M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$124M |
DLTR Hedge Fund Activity: Q4 2025 in Review
836 institutional investors reported a position in Dollar Tree (DLTR) for Q4 2025, worth a combined $26B — up 23% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new DLTR positions and 99 closed out — a net gain of 75 holders — while 244 added to existing stakes and 292 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $354M. The largest seller was EdgePoint Investment Group, cutting an estimated $266M.
- 836 institutional investors held Dollar Tree (DLTR) as of Q4 2025, up from 777 in Q3 2025.
- Funds reported $26B of Dollar Tree stock for Q4 2025, up 23% quarter-over-quarter.
- 174 funds opened new Dollar Tree positions in Q4 2025 and 99 closed out, a net change of +75 holders.
- The largest Dollar Tree buyer in Q4 2025 was Fidelity Investments, an estimated $354M added.
- The largest Dollar Tree seller in Q4 2025 was EdgePoint Investment Group, an estimated $266M sold.
Based on aggregated 13F filings for Q4 2025.