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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
EWA
526
EverSource Wealth Advisors
Alabama
$38.7K +$7.04K +139 +21%
HBW
527
Hazlett, Burt & Watson
West Virginia
$37K +$38K +750 New
WANY
528
Wealthspire Advisors (New York)
New York
$34.3K +$35.8K +708 New
SWM
529
Spire Wealth Management
Virginia
$32.6K -$2.38K -47 -7%
QL
530
Quarry LP
New York
$30.6K -$40.6K -802 -56%
EB
531
Eastern Bank
Massachusetts
$30.5K
CPG
532
Cornerstone Planning Group
New Jersey
$28.3K +$25K +494 +561%
RA
533
Rise Advisors
New York
$28.1K
GWM
534
Geneos Wealth Management
Colorado
$25.7K -$962 -19 -3%
BCV
535
Banque Cantonale Vaudoise
Switzerland
$25K -$1.4M -27,610 -98%
WWM
536
Wolff Wiese Magana
California
$22.6K +$23.6K +466 New
UOTTAIMCU
537
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22.3K
TWD
538
True Wealth Design
Ohio
$21.8K +$11.2K +222 +98%
SCM
539
Sterling Capital Management
North Carolina
$21.6K +$51 +1 +0.2%
WIM
540
Westside Investment Management
California
$20.9K +$10.9K +216 +100%
Nisa Investment Advisors
541
Nisa Investment Advisors
Missouri
$17.7K -$152 -3 -0.8%
TFIPS
542
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16K
RFP
543
Root Financial Partners
California
$15.3K +$16K +316 New
LFG
544
Larson Financial Group
Missouri
$14.6K +$3.29K +65 +28%
AAG
545
Armstrong Advisory Group
Massachusetts
$14.5K
FAM
546
Fulcrum Asset Management
United Kingdom
$14.4K -$91.2K -1,803 -86%
GXJ
547
Global X Japan
Japan
$13.8K -$4.3K -85 -23%
NB
548
NBT Bank
New York
$12.3K +$12.8K +253 New
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$12.1K +$506 +10 +4%
HI
550
Harbour Investments
Wisconsin
$11.6K +$1.42K +28 +13%