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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
RF
601
Rossby Financial
Florida
$1.06K +$1.11K +22 New
HFS
602
Hughes Financial Services
Virginia
$1.03K
CCM
603
Cloud Capital Management
Washington
$1K +$1.92K +38 New
APW
604
Aventura Private Wealth
Florida
$969 +$1.01K +20 New
CFB
605
Cullen/Frost Bankers
Texas
$921
QWM
606
Quaker Wealth Management
New Jersey
$921
FLP
607
Financial Life Planners
Arizona
$921 +$962 +19 New
CIAM
608
Caitong International Asset Management
Hong Kong
$824 +$860 +17 New
S
609
Sachetta
Massachusetts
$776
BHWM
610
Bay Harbor Wealth Management
Maryland
$581
ACM
611
Aster Capital Management
United Arab Emirates
$533 -$158K -3,123 -100%
TIM
612
Tortoise Investment Management
New York
$533 -$101 -2 -15%
FMP
613
Financial Management Professionals
Texas
$533
BWL
614
Bogart Wealth LLC
Virginia
$485 +$506 +10 New
BIM
615
Breakwater Investment Management
Washington
$485 +$506 +10 New
HIA
616
HFM Investment Advisors
New Jersey
$388 -$101 -2 -20%
MCM
617
MV Capital Management
Maryland
$388
PWA
618
Principia Wealth Advisory
Texas
$339 +$152 +3 +75%
SA
619
Seneschal Advisors
Washington
$291 +$304 +6 New
DF
620
DecisionPoint Financial
Arizona
$242
NFSG
621
Newbridge Financial Services Group
Florida
$194
MCM
622
Manchester Capital Management
Vermont
$194 +$202 +4 New
PWAM
623
Private Wealth Asset Management
Iowa
$145
CA
624
Crewe Advisors
Utah
$97 -$1.87K -37 -95%
TFM
625
TFC Financial Management
Massachusetts
$97