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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
Lazard Asset Management
501
Lazard Asset Management
New York
$83K +$5.85K +107 +6%
SS
502
SBI Securities
Japan
$76.4K +$50.4K +921 +132%
SPIA
503
Steward Partners Investment Advisory
New York
$75.4K +$8.86K +162 +11%
AF
504
Allworth Financial
California
$61.3K +$8.37K +153 +13%
PPC
505
Park Place Capital
Alabama
$60.9K -$1.53K -28 -2%
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$60.2K -$253K -4,625 -78%
SAM
507
S.A. Mason
Michigan
$57.5K +$66.7K +1,220 New
GFPC
508
Global Financial Private Client
Florida
$52.3K +$47K +860 +344%
AAP
509
Arax Advisory Partners
Colorado
$50.9K -$28.4K -519 -32%
GWM
510
Geneos Wealth Management
Colorado
$50K +$29K +530 +100%
SCM
511
Sterling Capital Management
North Carolina
$47.1K -$206K -3,766 -79%
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$46.2K +$14K +256 +35%
LC
513
Lindbrook Capital
California
$45.7K +$2.63K +48 +5%
OWA
514
Opal Wealth Advisors
New York
$45.2K +$52.4K +958 New
MSFP
515
Mark Sheptoff Financial Planning
Connecticut
$44.8K
BIG
516
Brooklyn Investment Group
New York
$42.7K +$43.8K +800 +762%
CI Investments Inc
517
CI Investments Inc
Ontario, Canada
$42K +$21.3K +390 +78%
CI
518
CX Institutional
Indiana
$40K +$46.8K +856 New
Loomis, Sayles & Company
519
Loomis, Sayles & Company
Massachusetts
$39K +$45.3K +829 New
SWM
520
Spire Wealth Management
Virginia
$38.6K +$2.41K +44 +6%
PPA
521
Pilgrim Partners Asia
Singapore
$37.7K +$43.8K +800 New
SAM
522
Smartleaf Asset Management
Massachusetts
$34.8K +$5.85K +107 +18%
VSQM
523
V-Square Quantitative Management
Illinois
$34.5K
ACM
524
Aster Capital Management
United Arab Emirates
$33K +$9.52K +174 +43%
EWA
525
EverSource Wealth Advisors
Alabama
$32.9K +$26.9K +491 +237%

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.