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Dynatrace

601 hedge funds and large institutions have $13.7B invested in Dynatrace in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 264 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $179M | Put options by funds: $62.2M

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

38% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 191

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 578601 (+23)

1.25% more ownership

Funds ownership: 95.43%96.68% (+1.3%)

12% less capital invested

Capital invested by funds: $15.5B → $13.7B (-$1.82B)

Holders
601
Holders Change
+23
Holders Change %
+3.98%
% of All Funds
8.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
91
Increased
264
Reduced
191
Closed
60
Calls
$179M
Puts
$62.2M
Net Calls
+$117M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Clearstead Advisors
Ohio
$5.89K -$25.9K -474 -79%
PWMG
552
Prestige Wealth Management Group
New Jersey
$5.8K
WTA
553
Washington Trust Advisors
Massachusetts
$5.71K
JWA
554
JFS Wealth Advisors
Pennsylvania
$5.61K -$383 -7 -6%
SCB
555
Saudi Central Bank
Saudi Arabia
$5.52K +$6.4K +117 New
WTC
556
WhitTier Trust Company
Nevada
$4.9K
AF
557
Advisornet Financial
Minnesota
$4.86K -$274 -5 -5%
BIA
558
Bell Investment Advisors
California
$4.81K +$985 +18 +21%
MSWA
559
Marshall & Sterling Wealth Advisors
New York
$4.81K +$5.58K +102 New
OP
560
ORG Partners
Indiana
$4.74K +$5.42K +99 New
BC
561
Barrett & Company
Rhode Island
$4.71K
CA
562
Continuum Advisory
Idaho
$4.71K
KFI
563
Key Financial Inc
Pennsylvania
$4.67K
HNW
564
High Note Wealth
Minnesota
$4.43K -$383 -7 -7%
CPG
565
Cornerstone Planning Group
New Jersey
$4.05K +$5.03K +92 New
CVM
566
Cheviot Value Management
California
$3.66K +$4.21K +77 New
HWP
567
Highline Wealth Partners
California
$3.11K +$3.61K +66 New
TFGT
568
TS Financial Group (TSFG)
Illinois
$3K
NS
569
NBC Securities
Alabama
$3K +$3.5K +64 New
JFA
570
JNBA Financial Advisors
Minnesota
$2.5K
NC
571
North Capital
Utah
$2.5K +$2.9K +53 New
S
572
Sachetta
Massachusetts
$2.4K -$1.04K -19 -27%
SC
573
SouthState Corp
Florida
$2.31K +$2.68K +49 New
CT
574
Colonial Trust
South Carolina
$2.25K
AW
575
Avion Wealth
Texas
$2K

DT Hedge Fund Activity: Q1 2025 in Review

601 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q1 2025, worth a combined $13.7B — down 12% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DT positions and 60 closed out — a net gain of 31 holders — while 264 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $241M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $204M sold.

  • 601 institutional investors held Dynatrace (DT) as of Q1 2025, up from 578 in Q4 2024.
  • Funds reported $13.7B of Dynatrace stock for Q1 2025, down 12% quarter-over-quarter.
  • 91 funds opened new Dynatrace positions in Q1 2025 and 60 closed out, a net change of +31 holders.
  • The largest Dynatrace buyer in Q1 2025 was Citadel Advisors, an estimated $241M added.
  • The largest Dynatrace seller in Q1 2025 was Alyeska Investment Group, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2025.