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Dynatrace

626 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, 258 increasing their positions, 208 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $118M | Put options by funds: $61.4M

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

24% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 208

18% more capital invested

Capital invested by funds: $13.7B → $16.1B (+$2.44B)

4% more funds holding

Funds holding: 601626 (+25)

0.63% more ownership

Funds ownership: 96.68%97.31% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
626
Holders Change
+25
Holders Change %
+4.16%
% of All Funds
8.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
100
Increased
258
Reduced
208
Closed
67
Calls
$118M
Puts
$61.4M
Net Calls
+$56.3M
Net Calls Change
-$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
576
Key Financial Inc
Pennsylvania
$5.47K
BFS
577
Bare Financial Services
Pennsylvania
$5.41K +$3.36K +67 +216%
MSWA
578
Marshall & Sterling Wealth Advisors
New York
$5.36K -$250 -5 -5%
HNW
579
High Note Wealth
Minnesota
$4.53K -$601 -12 -13%
HWM
580
HighMark Wealth Management
Minnesota
$4.47K +$4.06K +81 New
CPG
581
Cornerstone Planning Group
New Jersey
$4.45K -$200 -4 -4%
BIA
582
Bell Investment Advisors
California
$4.03K -$1.45K -29 -28%
CFD
583
Creative Financial Designs
Indiana
$3.81K -$3.66K -73 -51%
HWP
584
Highline Wealth Partners
California
$3.64K
NS
585
NBC Securities
Alabama
$3K -$200 -4 -6%
TFGT
586
TS Financial Group (TSFG)
Illinois
$3K
CT
587
Colonial Trust
South Carolina
$2.98K +$301 +6 +13%
JFA
588
JNBA Financial Advisors
Minnesota
$2.93K
NC
589
North Capital
Utah
$2.93K
KA
590
Kozak & Associates
Colorado
$2.19K
CA
591
Crewe Advisors
Utah
$2.15K +$1.5K +30 +333%
AA
592
Ancora Advisors
Ohio
$2.15K +$1.95K +39 New
CAL
593
Capital Advisors Ltd
Ohio
$2K +$351 +7 +19%
BBHC
594
Brown Brothers Harriman & Co
New York
$1.99K +$1.8K +36 New
CH
595
Cromwell Holdings
Wyoming
$1.88K +$701 +14 +70%
RS
596
Rakuten Securities
Japan
$1.82K -$10.9K -217 -87%
AWM
597
Activest Wealth Management
Florida
$1.82K +$1.65K +33 New
CFO
598
CVA Family Office
Colorado
$1.77K +$1.6K +32 New
RWM
599
Rialto Wealth Management
New York
$1.71K +$1.55K +31 New
RAM
600
Riggs Asset Management
Pennsylvania
$1.71K +$1.55K +31 New

DT Hedge Fund Activity: Q2 2025 in Review

626 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dynatrace (DT) for Q2 2025, worth a combined $16.1B — up 18% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DT positions and 67 closed out — a net gain of 33 holders — while 258 added to existing stakes and 208 trimmed.

The largest buyer was SCGE Management, opening a new position worth an estimated $141M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 626 institutional investors held Dynatrace (DT) as of Q2 2025, up from 601 in Q1 2025.
  • Funds reported $16.1B of Dynatrace stock for Q2 2025, up 18% quarter-over-quarter.
  • 100 funds opened new Dynatrace positions in Q2 2025 and 67 closed out, a net change of +33 holders.
  • The largest Dynatrace buyer in Q2 2025 was SCGE Management, an estimated $141M added.
  • The largest Dynatrace seller in Q2 2025 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2025.