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Dynatrace

595 hedge funds and large institutions have $13.5B invested in Dynatrace in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 261 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+21
Holders Change %
+3.66%
% of All Funds
8.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
92
Increased
261
Reduced
187
Closed
61
Calls
$179M
Puts
$62.2M
Net Calls
+$117M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
551
Advisornet Financial
Minnesota
$4.86K -$236 -5 -5%
BIA
552
Bell Investment Advisors
California
$4.81K +$849 +18 +21%
MSWA
553
Marshall & Sterling Wealth Advisors
New York
$4.81K +$4.81K +102 New
OP
554
ORG Partners
Indiana
$4.74K +$4.74K +99 New
BC
555
Barrett & Company
Rhode Island
$4.72K
CA
556
Continuum Advisory
Idaho
$4.72K
KFI
557
Key Financial Inc
Pennsylvania
$4.67K
HNW
558
High Note Wealth
Minnesota
$4.43K -$330 -7 -7%
CPG
559
Cornerstone Planning Group
New Jersey
$4.05K +$4.05K +92 New
CVM
560
Cheviot Value Management
California
$3.66K +$3.66K +77 New
HWP
561
Highline Wealth Partners
California
$3.11K +$3.11K +66 New
TFGT
562
TS Financial Group (TSFG)
Illinois
$3K
NS
563
NBC Securities
Alabama
$3K +$3K +64 New
JFA
564
JNBA Financial Advisors
Minnesota
$2.5K
NC
565
North Capital
Utah
$2.5K +$2.5K +53 New
S
566
Sachetta
Massachusetts
$2.41K -$896 -19 -27%
SC
567
SouthState Corp
Florida
$2.31K +$2.31K +49 New
CT
568
Colonial Trust
South Carolina
$2.25K
CAL
569
Capital Advisors Ltd
Ohio
$2K
AW
570
Avion Wealth
Texas
$2K
KA
571
Kozak & Associates
Colorado
$1.69K
BFS
572
Bare Financial Services
Pennsylvania
$1.46K +$1.46K +31 New
GC
573
Garde Capital
Washington
$1.42K +$1.42K +30 New
HI
574
Harbour Investments
Wisconsin
$1.32K
GSWM
575
Golden State Wealth Management
California
$1.18K