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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
LWAM
451
Legacy Wealth Asset Management
Minnesota
$266K +$383 +7 +0.1%
1CM
452
1492 Capital Management
Wisconsin
$264K -$964K -17,621 -76%
FCM
453
Fieldview Capital Management
Michigan
$262K +$304K +5,561 New
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$259K -$84.7K -1,548 -22%
AAM
455
Advisors Asset Management
Colorado
$258K -$13.7K -250 -4%
PIM
456
Plato Investment Management
Australia
$256K
SA
457
Sanctuary Advisors
Indiana
$248K +$383 +7 +0.1%
NW
458
NewEdge Wealth
Pennsylvania
$247K -$171K -3,131 -37%
WG
459
Winton Group
United Kingdom
$247K +$286K +5,228 New
AG
460
Ascent Group
Virginia
$244K +$283K +5,168 New
OAM
461
Oxford Asset Management
United Kingdom
$242K +$281K +5,142 New
Rafferty Asset Management
462
Rafferty Asset Management
New York
$242K -$92.2K -1,685 -25%
SC
463
Steph & Co
Wisconsin
$241K -$18.5K -339 -6%
Vontobel Holding
464
Vontobel Holding
Switzerland
$239K -$483K -8,837 -64%
SQA
465
Simon Quick Advisors
New Jersey
$236K +$273K +4,995 New
AFG
466
Atomi Financial Group
New York
$230K +$267K +4,884 New
PFS
467
Prospera Financial Services
Texas
$227K +$3.34K +61 +1%
WF
468
WoodTrust Financial
Wisconsin
$224K
PDL
469
Portfolio Design Labs
California
$221K +$257K +4,696 New
CCM
470
Coldstream Capital Management
Washington
$221K -$16.4K -299 -6%
HAG
471
HighPoint Advisor Group
Illinois
$221K -$1.92K -35 -0.7%
Schroder Investment Management Group
472
Schroder Investment Management Group
United Kingdom
$218K -$81K -1,481 -24%
VCM
473
Virtue Capital Management
Tennessee
$217K -$7.93K -145 -3%
CWM
474
Cordatus Wealth Management
Pennsylvania
$211K +$17.4K +318 +8%
BF
475
BOK Financial
Oklahoma
$210K -$875 -16 -0.4%

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.