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Dynatrace

595 hedge funds and large institutions have $13.5B invested in Dynatrace in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+21
Holders Change %
+3.66%
% of All Funds
8.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
261
Reduced
187
Closed
61
Calls
$179M
Puts
$62.2M
Net Calls
+$117M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
501
S.A. Mason
Michigan
$57.5K +$57.5K +1,220 New
GFPC
502
Global Financial Private Client
Florida
$52.3K +$40.5K +860 +344%
AAP
503
Arax Advisory Partners
Colorado
$50.9K -$24.5K -519 -32%
GWM
504
Geneos Wealth Management
Colorado
$50K +$25K +530 +100%
SCM
505
Sterling Capital Management
North Carolina
$47.2K -$178K -3,766 -79%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$46.2K +$12.1K +256 +35%
LC
507
Lindbrook Capital
California
$45.7K +$2.26K +48 +5%
OWA
508
Opal Wealth Advisors
New York
$45.2K +$45.2K +958 New
MSFP
509
Mark Sheptoff Financial Planning
Connecticut
$44.8K
BIG
510
Brooklyn Investment Group
New York
$42.7K +$37.7K +800 +762%
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
$42K +$18.4K +390 +78%
CI
512
CX Institutional
Indiana
$40K +$40K +856 New
Loomis, Sayles & Company
513
Loomis, Sayles & Company
Massachusetts
$39K +$39K +829 New
SWM
514
Spire Wealth Management
Virginia
$38.6K +$2.08K +44 +6%
PPA
515
Pilgrim Partners Asia
Singapore
$37.7K +$37.7K +800 New
SAM
516
Smartleaf Asset Management
Massachusetts
$34.8K +$5.18K +107 +18%
VSQM
517
V-Square Quantitative Management
Illinois
$34.5K
ACM
518
Aster Capital Management
United Arab Emirates
$33K +$9.96K +174 +43%
EWA
519
EverSource Wealth Advisors
Alabama
$32.9K +$23.2K +491 +237%
Twin Tree Management
520
Twin Tree Management
Texas
$29.2K -$5.6M -118,865 -99%
RTC
521
Riverview Trust Company
Washington
$28.7K -$566 -12 -2%
RA
522
Rise Advisors
New York
$27.3K -$2.69K -57 -9%
UOTTAIMCU
523
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$21.7K +$21.7K +460 New
LFG
524
Larson Financial Group
Missouri
$19.7K +$17.8K +378 +969%
HNB
525
Huntington National Bank
Ohio
$19.5K -$22.2K -471 -53%