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664 hedge funds and large institutions have $20.5B invested in PTC in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 239 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $11.1M

16% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 239

13% more capital invested

Capital invested by funds: $18.2B → $20.5B (+$2.35B)

2.3% more ownership

Funds ownership: 97.39%99.69% (+2.3%)

0% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 80

1% less funds holding

Funds holding: 670664 (-6)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
664
Holders Change
-6
Holders Change %
-0.9%
% of All Funds
8.74%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
80
Increased
277
Reduced
239
Closed
80
Calls
$35.8M
Puts
$11.1M
Net Calls
+$24.7M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
251
Ethic Inc
New York
$2.62M +$487K +3,023 +24%
CWM
252
CIBC World Markets
New York
$2.6M +$96.4K +598 +4%
NAM
253
Nissay Asset Management
Japan
$2.6M +$65.1K +404 +3%
AQR Capital Management
254
AQR Capital Management
Connecticut
$2.57M +$95.4K +592 +4%
DGM
255
Delta Global Management
New York
$2.55M -$211K -1,309 -8%
FNA
256
First National Advisers
Nebraska
$2.51M +$95.6K +593 +4%
Creative Planning
257
Creative Planning
Kansas
$2.47M +$944K +5,861 +69%
MC
258
MIG Capital
California
$2.47M +$1.74M +10,819 +309%
SAM
259
Shell Asset Management
Netherlands
$2.45M +$1.08M +6,709 +89%
WCM Investment Management
260
WCM Investment Management
California
$2.45M -$6.77K -42 -0.3%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$2.44M +$377K +2,339 +20%
OAM
262
OP Asset Management
$2.43M +$31.3K +194 +1%
Truist Financial
263
Truist Financial
North Carolina
$2.4M -$141K -872 -6%
VPIM
264
Vanguard Personalized Indexing Management
California
$2.33M +$457K +2,835 +26%
Comerica Bank
265
Comerica Bank
Texas
$2.33M -$55.8K -346 -2%
YCM
266
Yousif Capital Management
Michigan
$2.33M -$35K -217 -2%
IMRF
267
Illinois Municipal Retirement Fund
Illinois
$2.31M -$474K -2,942 -18%
AAIS
268
ABN AMRO Investment Solutions
$2.21M +$6.93K +43 +0.3%
BRCM
269
Bright Rock Capital Management
Massachusetts
$2.15M +$2.01M +12,500 New
JIC
270
Johnson Investment Counsel
Ohio
$2.13M -$19.3K -120 -1%
I
271
InceptionR
California
$2.12M +$1.06M +6,568 +115%
CNAM
272
Campbell Newman Asset Management
Wisconsin
$2.08M +$129K +799 +7%
LOAMS
273
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.01M
EMPI
274
Elo Mutual Pension Insurance
Finland
$1.95M +$1.82M +11,322 New
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.95M -$1.19M -7,378 -39%

PTC Hedge Fund Activity: Q2 2025 in Review

664 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2025, worth a combined $20.5B — up 13% from $18.2B a quarter earlier.

Fund positioning in PTC was balanced in Q2 2025: 80 funds opened new positions, 80 closed out, 277 added to existing stakes and 239 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $106M. The largest seller was D.E. Shaw & Co, cutting an estimated $56.9M.

  • 664 institutional investors held PTC (PTC) as of Q2 2025, down from 670 in Q1 2025.
  • Funds reported $20.5B of PTC stock for Q2 2025, up 13% quarter-over-quarter.
  • 80 funds opened new PTC positions in Q2 2025 and 80 closed out, a net change of 0 holders.
  • The largest PTC buyer in Q2 2025 was Wellington Management Group, an estimated $106M added.
  • The largest PTC seller in Q2 2025 was D.E. Shaw & Co, an estimated $56.9M sold.

Based on aggregated 13F filings for Q2 2025.