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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.02B +$568M +5,465,910 +28%
BlackRock
2
BlackRock
New York
$1.93B +$10.8M +103,840 +0.7%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$1.44B -$27.9M -268,120 -2%
EIG
4
EdgePoint Investment Group
Ontario, Canada
$1.16B +$133M +1,275,131 +15%
State Street
5
State Street
Massachusetts
$1.08B -$19.5M -187,548 -2%
Vanguard Portfolio Management
6
Vanguard Portfolio Management
Pennsylvania
$1.01B -$15M -144,300 -2%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$623M -$102M -982,960 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$602M -$5.43M -52,213 -1%
Goldman Sachs
9
Goldman Sachs
New York
$518M +$147M +1,413,832 +49%
Primecap Management
10
Primecap Management
California
$456M +$4.16M +40,000 +1%
Invesco
11
Invesco
Georgia
$425M +$27M +259,961 +8%
Jane Street
12
Jane Street
New York
$379M +$324M +3,119,048 +24,523%
Morgan Stanley
13
Morgan Stanley
New York
$341M +$3.76M +36,194 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$307M +$28.8M +277,114 +12%
Citadel Advisors
15
Citadel Advisors
Florida
$304M +$186M +1,786,126 +246%
Norges Bank
16
Norges Bank
Norway
$276M +$237M +2,284,585 New
LCOV
17
London Company of Virginia
Virginia
$266M -$10.1M -97,051 -4%
Fidelity International
18
Fidelity International
Bermuda
$259M -$67.7M -650,989 -23%
Northern Trust
19
Northern Trust
Illinois
$229M +$7.39M +71,112 +4%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$227M +$24.1M +232,050 +14%
AllianceBernstein
21
AllianceBernstein
Tennessee
$220M -$92M -884,555 -31%
SG Americas Securities
22
SG Americas Securities
New York
$179M +$152M +1,460,311 +9,070%
UBS AM
23
UBS AM
Illinois
$175M +$24.7M +237,789 +20%
Charles Schwab
24
Charles Schwab
California
$168M -$1.36M -13,130 -0.9%
UBS Group
25
UBS Group
Switzerland
$166M -$43.6M -419,038 -23%

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.