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Dynatrace

576 hedge funds and large institutions have $10.9B invested in Dynatrace in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 225 increasing their positions, 221 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $63.2M | Put options by funds: $15.8M

2.64% more ownership

Funds ownership: 96.52%99.16% (+2.6%)

2% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 221

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less funds holding

Funds holding: 660576 (-84)

13% less capital invested

Capital invested by funds: $12.6B → $10.9B (-$1.66B)

48% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 153

Holders
576
Holders Change
-84
Holders Change %
-12.73%
% of All Funds
7.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
80
Increased
225
Reduced
221
Closed
153
Calls
$63.2M
Puts
$15.8M
Net Calls
+$47.5M
Net Calls Change
-$97.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$2.74K +$191 +5 +7%
CFM
527
Cornerstone Financial Management
Massachusetts
$2.59K +$1.76K +46 +192%
SFAM
528
Sawyer Falduto Asset Management
Illinois
$2.44K
CT
529
Colonial Trust
South Carolina
$2.27K
RWS
530
Retirement Wealth Solutions
Wisconsin
$2.26K +$535 +14 +30%
PWMG
531
Private Wealth Management Group
New Jersey
$2.11K +$2.03K +53 +1,325%
CI
532
CX Institutional
Indiana
$2K -$76.3K -1,995 -97%
IWS
533
Intentional Wealth Strategies
Colorado
$2K +$2.06K +54 New
JFA
534
JNBA Financial Advisors
Minnesota
$1.96K
MCM
535
Manchester Capital Management
Vermont
$1.96K +$1.87K +49 +1,225%
CH
536
Cromwell Holdings
Wyoming
$1.89K +$650 +17 +50%
PWPS
537
Pinnacle Wealth Planning Services
Ohio
$1.85K +$1.07K +28 +127%
BWL
538
Bogart Wealth LLC
Virginia
$1.77K +$1.83K +48 New
IW
539
Imprint Wealth
South Carolina
$1.55K
QWM
540
Quaker Wealth Management
New Jersey
$1.52K +$1.03K +27 +193%
AFC
541
Ares Financial Consulting
California
$1.43K
HNW
542
High Note Wealth
Minnesota
$1.41K -$2.33K -61 -62%
PWMG
543
Prestige Wealth Management Group
New Jersey
$1.37K
KA
544
Kozak & Associates
Colorado
$1.32K
JWA
545
JFS Wealth Advisors
Pennsylvania
$1.29K -$2.56K -67 -66%
GSWM
546
Golden State Wealth Management
California
$1.29K
KG
547
Kilter Group
New York
$1.22K +$1.26K +33 New
WA
548
Westfuller Advisors
New York
$1.22K -$1.26K -33 -50%
NB
549
NBT Bank
New York
$1.22K +$1.26K +33 New
DF
550
Dunhill Financial
United Kingdom
$1.22K +$956 +25 +357%