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Digital Realty Trust

1,218 hedge funds and large institutions have $54.7B invested in Digital Realty Trust in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 521 increasing their positions, 402 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 402

10% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 87

1% less funds holding

Funds holding: 1,2271,218 (-9)

5% less capital invested

Capital invested by funds: $57.6B → $54.7B (-$2.93B)

5.24% less ownership

Funds ownership: 98.17%92.93% (-5.2%)

12% less call options, than puts

Call options by funds: $329M | Put options by funds: $374M

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
1,218
Holders Change
-9
Holders Change %
-0.73%
% of All Funds
15.99%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
96
Increased
521
Reduced
402
Closed
87
Calls
$329M
Puts
$374M
Net Calls
-$44.9M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1026
Copia Wealth Management
Oregon
$71.6K +$7.01K +41 +11%
AGWCA
1027
Annis Gardner Whiting Capital Advisors
Florida
$69.7K -$16.6K -97 -19%
HBW
1028
Hazlett, Burt & Watson
West Virginia
$68K -$14.4K -84 -18%
DF
1029
Dunhill Financial
United Kingdom
$66.7K +$19.7K +115 +42%
PP
1030
PFS Partners
New Jersey
$65.1K +$171 +1 +0.3%
ADL
1031
Asset Dedication LLC
California
$64.3K -$855 -5 -1%
EWM
1032
Evermay Wealth Management
Virginia
$64K
CAM
1033
Chesapeake Asset Management
New York
$64K +$21.4K +125 +51%
SC
1034
SouthState Corp
Florida
$63.3K -$8.72K -51 -12%
SIC
1035
Salem Investment Counselors
North Carolina
$61K +$5.13K +30 +9%
ST
1036
Smithfield Trust
Pennsylvania
$61K
PFSC
1037
Peoples Financial Services Corp
Pennsylvania
$60.7K +$60K +351 New
GGI
1038
Godsey & Gibb Inc
Virginia
$60.5K
GSWM
1039
Golden State Wealth Management
California
$60.2K
SWA
1040
SOA Wealth Advisors
New York
$59.4K +$513 +3 +0.9%
ABWM
1041
Alpine Bank Wealth Management
Colorado
$58.8K
ATC
1042
Adirondack Trust Company
New York
$58.8K -$513 -3 -0.9%
GWP
1043
Gen-Wealth Partners
Michigan
$57.9K
GBT
1044
Grove Bank & Trust
Florida
$55.7K
BGAI
1045
Bruce G. Allen Investments
Colorado
$54.8K
EWP
1046
Elevation Wealth Partners
California
$54.6K +$2.56K +15 +5%
RF
1047
Roxbury Financial
New Jersey
$54.5K
CWM
1048
Crowley Wealth Management
Delaware
$51.9K
MSWA
1049
Marshall & Sterling Wealth Advisors
New York
$51.9K
DMBA
1050
Deseret Mutual Benefit Administrators
Utah
$51.7K