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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
NIM
301
NEOS Investment Management
Connecticut
$1.5M +$287K +1,783 +26%
BP
302
Ballentine Partners
Massachusetts
$1.48M +$11.8K +73 +0.9%
TCM
303
Tributary Capital Management
Nebraska
$1.45M +$51.1K +317 +4%
OAM
304
Ostrum Asset Management
France
$1.43M -$1.31M -8,117 -49%
MSU
305
Mizuho Securities USA
New York
$1.43M -$218K -1,350 -14%
CGH
306
Crossmark Global Holdings
Texas
$1.42M +$104K +646 +9%
VA
307
Vident Advisory
Georgia
$1.4M -$47.2K -293 -3%
AWA
308
Arkadios Wealth Advisors
Georgia
$1.4M -$112K -692 -8%
AIC
309
Aurora Investment Counsel
Georgia
$1.4M +$1.31M +8,111 New
BCV
310
Banque Cantonale Vaudoise
Switzerland
$1.36M -$8.22K -51 -0.6%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$1.36M +$177K +1,101 +16%
BF
312
BOK Financial
Oklahoma
$1.33M -$874K -5,426 -41%
BMSSC
313
B. Metzler seel. Sohn & Co
Germany
$1.33M
N
314
Numerai
California
$1.32M +$1.23M +7,663 New
KRS
315
Kentucky Retirement Systems
Kentucky
$1.31M -$80.1K -497 -6%
TRCT
316
Tower Research Capital (TRC)
New York
$1.3M +$888K +5,511 +268%
STA
317
Summit Trail Advisors
New York
$1.28M +$1.2M +7,451 New
IB
318
Iyo Bank
Japan
$1.28M
SA
319
Strategic Advisors
New York
$1.27M -$55.1K -342 -4%
NLGIA
320
Nippon Life Global Investors Americas
New York
$1.26M -$185K -1,150 -14%
HIMCH
321
Hartford Investment Management Co (HIMCO)
Connecticut
$1.25M -$21.8K -135 -2%
AAF
322
Andra AP-fonden
Sweden
$1.24M -$2.59M -16,100 -69%
NB
323
Norinchukin Bank
Japan
$1.21M +$55.3K +343 +5%
BAMF
324
BI Asset Management Fondsmaeglerselskab
Denmark
$1.2M +$263K +1,629 +30%
Capstone Investment Advisors
325
Capstone Investment Advisors
New York
$1.19M +$1.11M +6,885 New

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.