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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
RWM
551
Rialto Wealth Management
New York
$999 -$76 -2 -7%
JWM
552
JPL Wealth Management
Colorado
$888 +$917 +24 New
FC
553
Financial Consulate
Maryland
$777 +$803 +21 New
CFB
554
Cullen/Frost Bankers
Texas
$703
ACA
555
American Capital Advisory
Idaho
$629 +$535 +14 +467%
CTC
556
Central Trust Company
Missouri
$629 +$650 +17 New
NSIM
557
North Star Investment Management
Illinois
$481 -$1.83K -48 -79%
FMP
558
Financial Management Professionals
Texas
$407
FFO
559
Fortitude Family Office
Arizona
$407 +$420 +11 New
HFS
560
Hughes Financial Services
Virginia
$370 -$76 -2 -17%
EP
561
Essential Partners
California
$370 +$382 +10 New
TWM
562
TopTier Wealth Management
Wisconsin
$370 +$382 +10 New
AW
563
Ankerstar Wealth
Texas
$333 -$9.4K -246 -96%
VWM
564
Vermillion Wealth Management
Minnesota
$333 +$344 +9 New
CCWM
565
Cassaday & Co Wealth Management
Virginia
$222 +$229 +6 New
1CP
566
1015 Capital Partners
Pennsylvania
$185 -$153 -4 -44%
DF
567
DecisionPoint Financial
Arizona
$185
AF
568
Advisornet Financial
Minnesota
$148 -$6.31K -165 -98%
SA
569
Seneschal Advisors
Washington
$148 -$76 -2 -33%
NFSG
570
Newbridge Financial Services Group
Florida
$148
3FI
571
3 Factor Indexing
California
$111 +$115 +3 New
HIA
572
HFM Investment Advisors
New Jersey
$74 -$1.19K -31 -94%
CA
573
Crewe Advisors
Utah
$74
CW
574
Curio Wealth
Maryland
$37 +$38 +1 New
IAAG
575
Innovative Asset Advisors Group
Connecticut
$37 +$38 +1 New