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Dynatrace

652 hedge funds and large institutions have $12.6B invested in Dynatrace in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 73 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 (-$1.6B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
652
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
PWA
626
Physician Wealth Advisors
Utah
$1.47K
HIA
627
HFM Investment Advisors
New Jersey
$1.43K
OC
628
Optima Capital
Oregon
$1.43K
RWM
629
Rialto Wealth Management
New York
$1.26K
CFM
630
Cornerstone Financial Management
Massachusetts
$1.04K
PWPS
631
Pinnacle Wealth Planning Services
Ohio
$953
CFB
632
Cullen/Frost Bankers
Texas
$823
S
633
Sachetta
Massachusetts
$694
QWM
634
Quaker Wealth Management
New Jersey
$607
HFS
635
Hughes Financial Services
Virginia
$520
SRCM
636
Signature Resources Capital Management
California
$520
FMP
637
Financial Management Professionals
Texas
$477
MCM
638
MV Capital Management
Maryland
$391
BHWM
639
Bay Harbor Wealth Management
Maryland
$346
DF
640
Dunhill Financial
United Kingdom
$299
SA
641
Seneschal Advisors
Washington
$261
DF
642
DecisionPoint Financial
Arizona
$217
MCM
643
Manchester Capital Management
Vermont
$174
PWMG
644
Private Wealth Management Group
New Jersey
$174
PWA
645
Principia Wealth Advisory
Texas
$173
NFSG
646
Newbridge Financial Services Group
Florida
$173
ACA
647
American Capital Advisory
Idaho
$131
PWAM
648
Private Wealth Asset Management
Iowa
$130
CA
649
Crewe Advisors
Utah
$87
TFM
650
TFC Financial Management
Massachusetts
$87