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Dynatrace

660 hedge funds and large institutions have $12.6B invested in Dynatrace in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 242

11% less capital invested

Capital invested by funds: $14.2B → $12.6B (-$1.59B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
660
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$186M
Puts
$41.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
626
Ares Financial Consulting
California
$1.69K
KA
627
Kozak & Associates
Colorado
$1.65K
PWMG
628
Prestige Wealth Management Group
New Jersey
$1.6K
GSWM
629
Golden State Wealth Management
California
$1.52K
KFAS
630
Keating Financial Advisory Services
Kansas
$1.52K
CH
631
Cromwell Holdings
Wyoming
$1.47K
PWA
632
Physician Wealth Advisors
Utah
$1.47K
HIA
633
HFM Investment Advisors
New Jersey
$1.43K
OC
634
Optima Capital
Oregon
$1.43K
RWM
635
Rialto Wealth Management
New York
$1.26K
CFM
636
Cornerstone Financial Management
Massachusetts
$1.04K
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$953
CFB
638
Cullen/Frost Bankers
Texas
$823
S
639
Sachetta
Massachusetts
$694
QWM
640
Quaker Wealth Management
New Jersey
$607
HFS
641
Hughes Financial Services
Virginia
$520
SRCM
642
Signature Resources Capital Management
California
$520
FMP
643
Financial Management Professionals
Texas
$477
BWA
644
Basecamp Wealth Advisors
Washington
$477
MCM
645
MV Capital Management
Maryland
$391
1CP
646
1015 Capital Partners
Pennsylvania
$390
BHWM
647
Bay Harbor Wealth Management
Maryland
$346
DF
648
Dunhill Financial
United Kingdom
$299
SA
649
Seneschal Advisors
Washington
$261
DF
650
DecisionPoint Financial
Arizona
$217