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Dynatrace

620 hedge funds and large institutions have $16.1B invested in Dynatrace in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 254 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+25
Holders Change %
+4.2%
% of All Funds
8.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
100
Increased
254
Reduced
206
Closed
66
Calls
$118M
Puts
$61.4M
Net Calls
+$56.3M
Net Calls Change
-$60.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
526
Opal Wealth Advisors
New York
$52.8K -$110 -2 -0.2%
MSFP
527
Mark Sheptoff Financial Planning
Connecticut
$52.5K
SWM
528
Spire Wealth Management
Virginia
$39.8K -$5.47K -99 -12%
GM
529
GeoWealth Management
Illinois
$36.7K +$36.7K +665 New
EWA
530
EverSource Wealth Advisors
Alabama
$36.4K -$2.1K -38 -5%
EB
531
Eastern Bank
Massachusetts
$34.8K +$34.8K +630 New
VWA
532
VSM Wealth Advisory
Maryland
$34.1K +$34.1K +617 New
RA
533
Rise Advisors
New York
$32K
GWM
534
Geneos Wealth Management
Colorado
$30.3K -$28.2K -511 -48%
MCM
535
MAI Capital Management
Ohio
$30.2K +$16.6K +301 +122%
CA
536
CoreCap Advisors
Michigan
$30K +$22.3K +404 +291%
UOTTAIMCU
537
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.4K
SCM
538
Sterling Capital Management
North Carolina
$24.6K -$30.6K -555 -56%
GXJ
539
Global X Japan
Japan
$20.4K +$5.13K +93 +34%
Nisa Investment Advisors
540
Nisa Investment Advisors
Missouri
$20.3K +$9.33K +169 +85%
NC
541
NewSquare Capital
Pennsylvania
$20.3K +$7.56K +137 +60%
AGWCA
542
Annis Gardner Whiting Capital Advisors
Florida
$18.3K +$18.3K +332 New
TFIPS
543
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.2K
AAG
544
Armstrong Advisory Group
Massachusetts
$16.6K
BF
545
BOK Financial
Oklahoma
$15.9K -$230K -4,171 -94%
RTC
546
Riverview Trust Company
Washington
$13.5K -$20.1K -364 -60%
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$13.3K +$1.77K +32 +15%
LFG
548
Larson Financial Group
Missouri
$13K -$9.99K -181 -43%
HWM
549
Hemington Wealth Management
Virginia
$13K +$3.53K +66 +37%
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
$12.8K +$3.64K +66 +40%