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Dynatrace

654 hedge funds and large institutions have $12.6B invested in Dynatrace in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 242

11% less capital invested

Capital invested by funds: $14.2B → $12.6B (-$1.59B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
654
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$186M
Puts
$41.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
526
SageView Advisory Group
California
$72.1K
BCV
527
Banque Cantonale Vaudoise
Switzerland
$70K
WSFS
528
Wilmington Savings Fund Society
Delaware
$65K
HNB
529
Huntington National Bank
Ohio
$60.5K
AAM
530
Alphadyne Asset Management
New York
$60.5K
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$58.7K
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$54.8K
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$50.7K
PPC
534
Park Place Capital
Alabama
$46.5K
SAM
535
Smartleaf Asset Management
Massachusetts
$42.3K
MSFP
536
Mark Sheptoff Financial Planning
Connecticut
$41.2K
GRP
537
Global Retirement Partners
California
$39.2K
SEP
538
Signature Equity Partners
Ohio
$39.1K
TWD
539
True Wealth Design
Ohio
$38.8K
TC
540
Truvestments Capital
Florida
$36.4K
LFG
541
Larson Financial Group
Missouri
$35.1K
HBW
542
Hazlett, Burt & Watson
West Virginia
$33K
EWA
543
EverSource Wealth Advisors
Alabama
$30.4K
RG
544
RHL Group
Michigan
$29.9K
EB
545
Eastern Bank
Massachusetts
$27.3K
VSQM
546
V-Square Quantitative Management
Illinois
$26.4K
UFPG
547
United Financial Planning Group
New York
$24K
GWM
548
Geneos Wealth Management
Colorado
$23K
FHC
549
First Horizon Corporation
Tennessee
$22.8K
CPG
550
Cornerstone Planning Group
New Jersey
$22K