DT icon

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 %
TWD
551
True Wealth Design
Ohio
$12.5K +$1.38K +25 +12%
WIM
552
Westside Investment Management
California
$11.8K +$11.8K +216 New
HI
553
Harbour Investments
Wisconsin
$11.6K +$10.1K +183 +654%
AF
554
Alerus Financial
North Dakota
$11K +$11K +200 New
FIA
555
FNY Investment Advisers
New York
$11K +$11K +201 New
SAM
556
Smartleaf Asset Management
Massachusetts
$10.2K -$29.2K -532 -74%
IA
557
IFP Advisors
Florida
$10.2K -$21.5K -106 -68%
EDRH
558
Edmond de Rothschild Holding
Switzerland
$10.2K
VWWMG
559
Vermillion & White Wealth Management Group
Pennsylvania
$9.66K
IHWM
560
Iron Horse Wealth Management
Iowa
$8.28K +$8.28K +150 New
PFBT
561
Parkside Financial Bank & Trust
Missouri
$8.06K -$1.49K -27 -16%
TPWA
562
Twin Peaks Wealth Advisors
California
$7.62K +$7.62K +163 New
WTA
563
Washington Trust Advisors
Massachusetts
$7.34K +$663 +12 +10%
AF
564
Advisornet Financial
Minnesota
$6.46K +$773 +14 +14%
FFO
565
Fortitude Family Office
Arizona
$6.18K +$6.18K +112 New
PWMG
566
Prestige Wealth Management Group
New Jersey
$5.91K -$883 -16 -13%
JWA
567
JFS Wealth Advisors
Pennsylvania
$5.8K -$773 -14 -12%
WTC
568
WhitTier Trust Company
Nevada
$5.74K
BC
569
Barrett & Company
Rhode Island
$5.52K
KFI
570
Key Financial Inc
Pennsylvania
$5.47K
BFS
571
Bare Financial Services
Pennsylvania
$5.41K +$3.7K +67 +216%
MSWA
572
Marshall & Sterling Wealth Advisors
New York
$5.36K -$276 -5 -5%
HNW
573
High Note Wealth
Minnesota
$4.53K -$662 -12 -13%
HWM
574
HighMark Wealth Management
Minnesota
$4.47K +$4.47K +81 New
CPG
575
Cornerstone Planning Group
New Jersey
$4.45K -$202 -4 -4%