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Dynatrace

625 hedge funds and large institutions have $14.2B invested in Dynatrace in 2025 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 266 increasing their positions, 197 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $123M | Put options by funds: $62.2M

35% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 197

8% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 86

0% less funds holding

Funds holding: 626625 (-1)

0.2% less ownership

Funds ownership: 97.31%97.11% (-0.2%)

12% less capital invested

Capital invested by funds: $16.1B → $14.2B (-$1.91B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
625
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
93
Increased
266
Reduced
197
Closed
86
Calls
$123M
Puts
$62.2M
Net Calls
+$60.5M
Net Calls Change
+$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
576
Marshall & Sterling Wealth Advisors
New York
$4.7K
HNW
577
High Note Wealth
Minnesota
$4.36K +$405 +8 +10%
SL
578
Salomon & Ludwin
Virginia
$4.16K +$4.25K +84 New
BIA
579
Bell Investment Advisors
California
$3.54K
CFD
580
Creative Financial Designs
Indiana
$3.34K
WA
581
Westfuller Advisors
New York
$3.2K +$3.34K +66 New
MA
582
Montag & Associates
Georgia
$3.05K +$3.19K +63 New
TFGT
583
TS Financial Group (TSFG)
Illinois
$3K
CT
584
Colonial Trust
South Carolina
$2.97K +$354 +7 +13%
NS
585
NBC Securities
Alabama
$2.66K -$253 -5 -8%
NC
586
North Capital
Utah
$2.62K +$51 +1 +2%
JFA
587
JNBA Financial Advisors
Minnesota
$2.57K
RWS
588
Retirement Wealth Solutions
Wisconsin
$2.38K +$2.48K +49 New
CAL
589
Capital Advisors Ltd
Ohio
$2K
AW
590
Avion Wealth
Texas
$2K +$506 +10 +29%
AA
591
Ancora Advisors
Ohio
$1.89K
KA
592
Kozak & Associates
Colorado
$1.76K
BBHC
593
Brown Brothers Harriman & Co
New York
$1.74K
HWP
594
Highline Wealth Partners
California
$1.7K -$1.57K -31 -47%
CH
595
Cromwell Holdings
Wyoming
$1.65K
RWM
596
Rialto Wealth Management
New York
$1.65K +$152 +3 +10%
CFO
597
CVA Family Office
Colorado
$1.55K
HHGA
598
Halbert Hargrove Global Advisors
California
$1.45K +$1.52K +30 New
SC
599
SouthState Corp
Florida
$1.21K
GGI
600
Godsey & Gibb Inc
Virginia
$1.11K +$1.16K +23 New