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Dynatrace

625 hedge funds and large institutions have $14.2B invested in Dynatrace in 2025 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 197 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $123M | Put options by funds: $62.2M

35% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 197

8% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 86

0% less funds holding

Funds holding: 626625 (-1)

0.2% less ownership

Funds ownership: 97.31%97.11% (-0.2%)

12% less capital invested

Capital invested by funds: $16.1B → $14.2B (-$1.91B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
625
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
93
Increased
266
Reduced
197
Closed
86
Calls
$123M
Puts
$62.2M
Net Calls
+$60.5M
Net Calls Change
+$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
501
United Financial Planning Group
New York
$97.9K +$102K +2,020 New
FFA
502
Farther Finance Advisors
California
$97.6K +$23.6K +466 +30%
National Bank of Canada
503
National Bank of Canada
Quebec, Canada
$97.5K +$6.17K +122 +6%
O
504
Ossiam
France
$94.9K -$10.5K -207 -10%
AF
505
Allworth Financial
California
$88.2K +$5.37K +106 +6%
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$86.8K -$182K -3,593 -67%
SS
507
SBI Securities
Japan
$85.1K -$5.67K -112 -6%
CI
508
CX Institutional
Indiana
$78K +$19.8K +392 +32%
A
509
AlphaQuest
New York
$74.8K -$70.6K -1,395 -47%
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$73.5K -$1.57K -31 -2%
WSFS
511
Wilmington Savings Fund Society
Delaware
$72.7K -$88.7K -1,753 -54%
HNB
512
Huntington National Bank
Ohio
$72.5K +$557 +11 +0.7%
SPIA
513
Steward Partners Investment Advisory
New York
$62.9K +$8.96K +177 +16%
TC
514
Truvestments Capital
Florida
$54.3K -$53K -1,047 -48%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$53.5K -$2.08K -41 -4%
CI Investments Inc
516
CI Investments Inc
Ontario, Canada
$52K -$11.3K -224 -17%
PPC
517
Park Place Capital
Alabama
$51.5K -$11.5K -228 -18%
GRP
518
Global Retirement Partners
California
$49.8K -$5.42K -107 -9%
Loomis, Sayles & Company
519
Loomis, Sayles & Company
Massachusetts
$48.6K
SIC
520
SJS Investment Consulting
Ohio
$47K +$48.4K +957 +6,836%
CA
521
CoreCap Advisors
Michigan
$46.9K +$21.5K +424 +78%
MSFP
522
Mark Sheptoff Financial Planning
Connecticut
$46K
RS
523
Rakuten Securities
Japan
$42.9K +$43.1K +852 +2,582%
FHC
524
First Horizon Corporation
Tennessee
$38.9K +$40.6K +802 New
AAP
525
Arax Advisory Partners
Colorado
$38.8K -$10.5K -208 -21%