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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
LNWWM
676
Laird Norton Wetherby Wealth Management
California
-$298K -5,400 Closed
Capstone Investment Advisors
677
Capstone Investment Advisors
New York
-$298K -5,390 Closed
AWM
678
Apollon Wealth Management
South Carolina
-$293K -5,301 Closed
KCP
679
Kera Capital Partners
California
-$291K -5,276 Closed
DS
680
DRW Securities
Illinois
-$291K -5,272 Closed
HAG
681
HighPoint Advisor Group
Illinois
-$267K -4,835 Closed
HFM
682
Harvest Fund Management
China
-$266K -4,829 Closed
AFG
683
Atomi Financial Group
New York
-$260K -4,712 Closed
WIA
684
World Investment Advisors
California
-$256K -4,636 Closed
DT
685
Diversified Trust
Tennessee
-$234K -4,247 Closed
CWM
686
Connecticut Wealth Management
Connecticut
-$226K -4,097 Closed
CP
687
Covenant Partners
Tennessee
-$215K -3,893 Closed
1WA
688
180 Wealth Advisors
Washington
-$210K -3,805 Closed
AG
689
Ascent Group
Virginia
-$206K -3,726 Closed
ERSOT
690
Employees Retirement System of Texas
Texas
-$136K -2,465 Closed
SSG
691
Summit Securities Group
New York
-$95.3K -1,727 Closed
ITFISA
692
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$70.8K -1,282 Closed
OWA
693
Opal Wealth Advisors
New York
-$52.8K -956 Closed
GM
694
GeoWealth Management
Illinois
-$36.7K -665 Closed
VWA
695
VSM Wealth Advisory
Maryland
-$34.1K -617 Closed
NC
696
NewSquare Capital
Pennsylvania
-$20.3K -367 Closed
AGWCA
697
Annis Gardner Whiting Capital Advisors
Florida
-$18.3K -332 Closed
BF
698
BOK Financial
Oklahoma
-$15.9K -288 Closed
RTC
699
Riverview Trust Company
Washington
-$13.5K -245 Closed
CSPIA
700
Cary Street Partners Investment Advisory
Virginia
-$12.8K -232 Closed