Datadog
DDOG
1,062 hedge funds and large institutions have $39.6B invested in Datadog in 2025 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 445 increasing their positions, 322 reducing their positions, and 98 closing their positions.
95% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 98
38% more repeat investments, than reductions
Existing positions increased: 445 | Existing positions reduced: 322
8% more funds holding
Funds holding: 985 → 1,062 (+77)
6% more call options, than puts
Call options by funds: $1.9B | Put options by funds: $1.8B
0.69% more ownership
Funds ownership: 88.92% → 89.61% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
3% less capital invested
Capital invested by funds: $41B → $39.6B (-$1.31B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.31B |
| 2 |
Jennison Associates
New York
|
+$366M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$294M |
| 4 |
BlackRock
New York
|
+$174M |
| 5 |
Amundi
Paris,
France
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$1.18B |
| 2 |
SUT
SC US (TTGP)
Menlo Park,
California
|
-$340M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$290M |
| 4 |
Janus Henderson Group
London,
|
-$279M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$240M |
DDOG Hedge Fund Activity: Q4 2025 in Review
1,062 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Datadog (DDOG) for Q4 2025, worth a combined $39.6B — down 3.2% from $41B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new DDOG positions and 98 closed out — a net gain of 93 holders — while 445 added to existing stakes and 322 trimmed.
The largest buyer was Invesco, adding an estimated $1.31B. The largest seller was Baillie Gifford & Co, cutting an estimated $1.18B.
- 1,062 institutional investors held Datadog (DDOG) as of Q4 2025, up from 985 in Q3 2025.
- Funds reported $39.6B of Datadog stock for Q4 2025, down 3.2% quarter-over-quarter.
- 191 funds opened new Datadog positions in Q4 2025 and 98 closed out, a net change of +93 holders.
- The largest Datadog buyer in Q4 2025 was Invesco, an estimated $1.31B added.
- The largest Datadog seller in Q4 2025 was Baillie Gifford & Co, an estimated $1.18B sold.
Based on aggregated 13F filings for Q4 2025.