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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
BTI
351
Blue Trust Inc
Georgia
$944K +$368K +2,282 +71%
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$922K
Allspring Global Investments
353
Allspring Global Investments
North Carolina
$920K -$36.6K -227 -4%
LCM
354
Logan Capital Management
Pennsylvania
$912K +$7.09K +44 +0.8%
SSA
355
Schonfeld Strategic Advisors
New York
$903K -$710K -4,404 -46%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$885K
KA
357
Kintegral Advisory
New York
$864K -$1.13K -7 -0.1%
CC
358
Chicago Capital
Illinois
$859K +$803K +4,982 New
WPC
359
Wedmont Private Capital
Pennsylvania
$853K +$17.2K +107 +3%
AA
360
ALPS Advisors
Colorado
$853K -$73.2K -454 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
361
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$824K +$540K +3,349 +233%
ACP
362
Arcus Capital Partners
Georgia
$803K -$41.7K -259 -5%
ACS
363
Archford Capital Strategies
Illinois
$798K -$125K -773 -14%
Wealth Enhancement Advisory Services
364
Wealth Enhancement Advisory Services
Minnesota
$769K +$148K +918 +27%
FA
365
Fiduciary Alliance
South Carolina
$769K +$167K +1,039 +30%
SGI
366
Summit Global Investments
Utah
$766K -$4.67K -29 -0.6%
PAM
367
Panagora Asset Management
Massachusetts
$765K -$806 -5 -0.1%
UIM
368
Unified Investment Management
Georgia
$758K +$116K +721 +20%
LJAC
369
L.J. Altfest & Co
New York
$757K +$36.4K +226 +5%
MML Investors Services
370
MML Investors Services
Massachusetts
$757K +$315K +1,954 +80%
OAC
371
OMERS Administration Corp
Ontario, Canada
$738K
ITFISA
372
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$729K -$91.9K -570 -12%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$726K +$141K +878 +26%
VCA
374
Verdence Capital Advisors
Maryland
$719K +$270K +1,674 +67%
DC
375
Davenport & Co
Virginia
$709K -$69.9K -434 -10%

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.