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Dynatrace

601 hedge funds and large institutions have $13.7B invested in Dynatrace in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 264 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $179M | Put options by funds: $62.2M

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

38% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 191

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 578601 (+23)

1.25% more ownership

Funds ownership: 95.43%96.68% (+1.3%)

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.82B)

Holders
601
Holders Change
+23
Holders Change %
+3.98%
% of All Funds
8.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
91
Increased
264
Reduced
191
Closed
60
Calls
$179M
Puts
$62.2M
Net Calls
+$117M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
426
Mach-1 Financial Group
Arkansas
$335K +$389K +7,109 New
DWM
427
Dynasty Wealth Management
Florida
$330K +$9.96K +182 +3%
BAM
428
Belpointe Asset Management
Nevada
$327K +$379K +6,928 New
AWS
429
Atria Wealth Solutions
New York
$327K +$146K +2,676 +63%
A
430
AlphaQuest
New York
$325K -$854K -15,608 -69%
ECM
431
Evergreen Capital Management
Washington
$320K +$65.9K +1,205 +22%
AWA
432
Aaron Wealth Advisors
Illinois
$320K +$18.8K +343 +5%
SCA
433
Summit Creek Advisors
Minnesota
$313K +$1.64K +30 +0.5%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$312K +$177K +3,236 +96%
NERM
435
New England Research & Management
Illinois
$310K -$490K -8,950 -58%
WSFS
436
Wilmington Savings Fund Society
Delaware
$308K +$200K +3,654 +127%
SG Americas Securities
437
SG Americas Securities
New York
$307K +$230K +4,212 +184%
LG
438
LaFleur & Godfrey
Michigan
$306K
PWG
439
Portside Wealth Group
Utah
$303K -$1.31K -24 -0.4%
FFM
440
Forum Financial Management
Illinois
$302K +$90.6K +1,657 +35%
NAAA
441
New Age Alpha Advisors
New York
$302K +$350K +6,400 New
QL
442
Quarry LP
New York
$298K +$330K +6,025 +2,008%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$289K +$93.3K +1,705 +32%
CIA
444
Concurrent Investment Advisors
Florida
$289K +$335K +6,133 New
IB
445
Intrust Bank
Kansas
$288K +$105K +1,912 +46%
Axa
446
Axa
France
$280K +$325K +5,945 New
Cerity Partners
447
Cerity Partners
New York
$279K -$503K -9,193 -61%
WS
448
Wedbush Securities
California
$277K +$76K +1,389 +31%
AWA
449
Arkadios Wealth Advisors
Georgia
$272K +$13.8K +253 +5%
AWAU
450
Alliance Wealth Advisors (Utah)
Utah
$268K -$22.5K -411 -7%

DT Hedge Fund Activity: Q1 2025 in Review

601 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q1 2025, worth a combined $13.7B — down 12% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DT positions and 60 closed out — a net gain of 31 holders — while 264 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $241M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $204M sold.

  • 601 institutional investors held Dynatrace (DT) as of Q1 2025, up from 578 in Q4 2024.
  • Funds reported $13.7B of Dynatrace stock for Q1 2025, down 12% quarter-over-quarter.
  • 91 funds opened new Dynatrace positions in Q1 2025 and 60 closed out, a net change of +31 holders.
  • The largest Dynatrace buyer in Q1 2025 was Citadel Advisors, an estimated $241M added.
  • The largest Dynatrace seller in Q1 2025 was Alyeska Investment Group, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2025.