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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
O
701
Ossiam
France
CI Investments Inc
702
CI Investments Inc
Ontario, Canada
WANY
703
Wealthspire Advisors (New York)
New York
RA
704
Rise Advisors
New York
UOTTAIMCU
705
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
NB
706
NBT Bank
New York
JWM
707
JPL Wealth Management
Colorado
EDRH
708
Edmond de Rothschild Holding
Switzerland
MG
709
Mather Group
Illinois
GLF
710
Groupe la Francaise
France
FFO
711
Fortitude Family Office
Arizona
MSWA
712
Marshall & Sterling Wealth Advisors
New York
MA
713
Montag & Associates
Georgia
NC
714
North Capital
Utah
CCM
715
Cloud Capital Management
Washington
HWP
716
Highline Wealth Partners
California
CFO
717
CVA Family Office
Colorado
HHGA
718
Halbert Hargrove Global Advisors
California
GGI
719
Godsey & Gibb Inc
Virginia
AW
720
Avion Wealth
Texas
FLP
721
Financial Life Planners
Arizona
TIM
722
Tortoise Investment Management
New York
ACM
723
Aster Capital Management
United Arab Emirates
BWL
724
Bogart Wealth LLC
Virginia
BIM
725
Breakwater Investment Management
Washington