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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
VAS
376
Vestmark Advisory Solutions
Massachusetts
$708K +$397K +2,464 +150%
TMAM
377
Tokio Marine Asset Management
Japan
$703K +$20.1K +125 +3%
AC
378
Addison Capital
Pennsylvania
$700K +$17.9K +111 +3%
PGCM
379
Prescott Group Capital Management
Oklahoma
$689K
ET
380
Equitable Trust
Tennessee
$684K +$235K +1,459 +58%
SPIA
381
Steward Partners Investment Advisory
New York
$670K -$10.8K -67 -2%
Commonwealth Equity Services
382
Commonwealth Equity Services
Massachusetts
$669K -$31.7K -197 -5%
NMIMC
383
Northwestern Mutual Investment Management Company
Wisconsin
$659K -$161 -1 -0%
O
384
Ossiam
France
$655K -$16K -99 -3%
AAMU
385
APG Asset Management US
New York
$655K
KAS
386
Kestra Advisory Services
Texas
$654K +$254K +1,579 +71%
CFO
387
Callan Family Office
Pennsylvania
$649K +$303K +1,879 +99%
DADC
388
D.A. Davidson & Co
Montana
$634K -$12.2K -76 -2%
GC
389
Guggenheim Capital
Illinois
$634K +$108K +670 +22%
ECM
390
Everence Capital Management
Indiana
$614K -$87K -540 -13%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$611K +$35.6K +221 +7%
SA
392
Sanctuary Advisors
Indiana
$610K +$59K +366 +12%
BI
393
BlueSpruce Investments
Illinois
$610K
BCM
394
Brookstone Capital Management
Illinois
$608K -$161 -1 -0%
AAM
395
Azzad Asset Management
Virginia
$587K -$8.38K -52 -2%
HighTower Advisors
396
HighTower Advisors
Illinois
$574K -$122K -754 -18%
NG
397
Norden Group
Utah
$565K +$70.1K +435 +15%
WI
398
Wahed Invest
New York
$559K +$25.8K +160 +5%
SAM
399
Seelaus Asset Management
New Jersey
$558K +$37.2K +231 +8%
Squarepoint
400
Squarepoint
New York
$556K -$33.1M -205,687 -98%

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.