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Dynatrace

654 hedge funds and large institutions have $12.6B invested in Dynatrace in 2025 Q4 according to their latest regulatory filings, with 116 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
654
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
KFAS
626
Keating Financial Advisory Services
Kansas
$1.52K
CH
627
Cromwell Holdings
Wyoming
$1.47K
PWA
628
Physician Wealth Advisors
Utah
$1.47K
HIA
629
HFM Investment Advisors
New Jersey
$1.43K
OC
630
Optima Capital
Oregon
$1.43K
RWM
631
Rialto Wealth Management
New York
$1.26K
CFM
632
Cornerstone Financial Management
Massachusetts
$1.04K
PWPS
633
Pinnacle Wealth Planning Services
Ohio
$953
CFB
634
Cullen/Frost Bankers
Texas
$823
S
635
Sachetta
Massachusetts
$694
QWM
636
Quaker Wealth Management
New Jersey
$607
HFS
637
Hughes Financial Services
Virginia
$520
SRCM
638
Signature Resources Capital Management
California
$520
FMP
639
Financial Management Professionals
Texas
$477
MCM
640
MV Capital Management
Maryland
$391
BHWM
641
Bay Harbor Wealth Management
Maryland
$346
DF
642
Dunhill Financial
United Kingdom
$299
SA
643
Seneschal Advisors
Washington
$261
DF
644
DecisionPoint Financial
Arizona
$217
MCM
645
Manchester Capital Management
Vermont
$174
PWMG
646
Private Wealth Management Group
New Jersey
$174
PWA
647
Principia Wealth Advisory
Texas
$173
NFSG
648
Newbridge Financial Services Group
Florida
$173
ACA
649
American Capital Advisory
Idaho
$131
PWAM
650
Private Wealth Asset Management
Iowa
$130