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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
CAL
576
Capital Advisors Ltd
Ohio
$2K
KA
577
Kozak & Associates
Colorado
$1.69K
BFS
578
Bare Financial Services
Pennsylvania
$1.46K +$1.7K +31 New
GC
579
Garde Capital
Washington
$1.42K +$1.64K +30 New
HI
580
Harbour Investments
Wisconsin
$1.32K
GSWM
581
Golden State Wealth Management
California
$1.18K
SIC
582
SJS Investment Consulting
Ohio
$1.18K +$55 +1 +4%
WCM
583
WealthTrak Capital Management
Virginia
$1.18K +$1.09K +20 +400%
BWL
584
Bogart Wealth LLC
Virginia
$1.04K -$875 -16 -42%
HI
585
Horizon Investments
North Carolina
$990 +$55 +1 +5%
CH
586
Cromwell Holdings
Wyoming
$943 +$1.09K +20 New
CFB
587
Cullen/Frost Bankers
Texas
$896
RIL
588
Rothschild Investment LLC
Illinois
$754 -$1.09K -20 -56%
FMP
589
Financial Management Professionals
Texas
$519 -$274 -5 -31%
ACA
590
American Capital Advisory
Idaho
$519 +$602 +11 New
PWA
591
Principia Wealth Advisory
Texas
$496 -$328 -6 -35%
HFS
592
Hughes Financial Services
Virginia
$478 +$547 +10 New
CA
593
Crewe Advisors
Utah
$425
MCM
594
MV Capital Management
Maryland
$378 +$109 +2 +33%
WTFG
595
Wood Tarver Financial Group
Idaho
$331
PWM
596
Parkworth Wealth Management
California
$236
BHWM
597
Bay Harbor Wealth Management
Maryland
$235 +$274 +5 New
NFSG
598
Newbridge Financial Services Group
Florida
$189 -$3.83K -70 -95%
ADL
599
Asset Dedication LLC
California
$142 +$164 +3 New
HIA
600
HFM Investment Advisors
New Jersey
$142 +$164 +3 New

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.