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Dynatrace

620 hedge funds and large institutions have $16.1B invested in Dynatrace in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+25
Holders Change %
+4.2%
% of All Funds
8.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
100
Increased
254
Reduced
206
Closed
66
Calls
$118M
Puts
$61.4M
Net Calls
+$56.3M
Net Calls Change
-$60.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
451
Vontobel Holding
Switzerland
$302K +$22.3K +403 +8%
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$298K +$298K +5,400 New
Capstone Investment Advisors
453
Capstone Investment Advisors
New York
$298K +$298K +5,390 New
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$297K -$90.4K -1,637 -23%
PCP
455
Perbak Capital Partners
United Kingdom
$297K +$297K +5,380 New
AWM
456
Apollon Wealth Management
South Carolina
$293K +$293K +5,301 New
PCG
457
Prosperity Consulting Group
Maryland
$292K +$292K +5,287 New
KCP
458
Kera Capital Partners
California
$291K +$48.8K +884 +20%
DS
459
DRW Securities
Illinois
$291K +$291K +5,272 New
Rafferty Asset Management
460
Rafferty Asset Management
New York
$289K +$5.52K +100 +2%
OC
461
Oppenheimer & Co
New York
$280K +$280K +5,080 New
AWA
462
Aaron Wealth Advisors
Illinois
$279K -$95.6K -1,731 -26%
PFS
463
Prospera Financial Services
Texas
$276K +$10.8K +195 +4%
BP
464
BBR Partners
New York
$276K +$276K +5,000 New
OL
465
Optas LLC
Texas
$276K +$276K +4,990 New
EAM
466
Erste Asset Management
Austria
$274K +$274K +4,997 New
C
467
Covestor
United Kingdom
$274K +$104K +1,891 +62%
ECM
468
Evergreen Capital Management
Washington
$268K -$106K -1,921 -28%
HAG
469
HighPoint Advisor Group
Illinois
$267K +$9.33K +169 +4%
HFM
470
Harvest Fund Management
China
$266K +$266K +4,829 New
AFG
471
Atomi Financial Group
New York
$260K -$9.5K -172 -4%
AAM
472
Advisors Asset Management
Colorado
$257K -$45.2K -818 -15%
WIA
473
World Investment Advisors
California
$256K +$256K +4,636 New
CWM
474
Cordatus Wealth Management
Pennsylvania
$248K +$1.38K +25 +0.6%
BAAM
475
Baker Avenue Asset Management
California
$240K -$4.36K -79 -2%