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670 hedge funds and large institutions have $18.2B invested in PTC in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 257 increasing their positions, 240 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $38.1M

8% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 91

7% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 240

0.15% more ownership

Funds ownership: 97.24%97.39% (+0.15%)

0% less funds holding

Funds holding: 672670 (-2)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

15% less capital invested

Capital invested by funds: $21.5B → $18.2B (-$3.32B)

Holders
670
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
8.98%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.28%
New
98
Increased
257
Reduced
240
Closed
91
Calls
$81.3M
Puts
$38.1M
Net Calls
+$43.1M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$134M +$7.41M +43,072 +5%
OCBV
27
Ownership Capital B.V.
Netherlands
$126M -$18.8M -109,255 -12%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$123M -$1.62M -9,402 -1%
Raymond James Financial
29
Raymond James Financial
Florida
$122M -$1.8M -10,485 -1%
Deutsche Bank
30
Deutsche Bank
Germany
$122M +$16.1M +93,788 +14%
RC
31
Rivulet Capital
New Jersey
$121M +$33.8M +196,650 +34%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$112M -$6.89M -40,081 -5%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$110M -$318M -1,848,348 -72%
Legal & General Group
34
Legal & General Group
United Kingdom
$105M +$3.81M +22,134 +3%
RS
35
Robeco Schweiz
Switzerland
$103M +$15.3M +89,199 +15%
Norges Bank
36
Norges Bank
Norway
$101M -$8.47M -49,260 -7%
Select Equity Group
37
Select Equity Group
New York
$94.8M -$60.1M -349,657 -36%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$84.1M +$5.15M +29,955 +6%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$82.6M -$1.82M -10,600 -2%
Amundi
40
Amundi
France
$80.8M +$6.86M +39,896 +8%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$80.6M +$4.71M +27,379 +6%
Bank of America
42
Bank of America
North Carolina
$79.4M +$1.3M +7,563 +1%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$78.8M -$14.3M -82,974 -14%
UBS Group
44
UBS Group
Switzerland
$77.3M -$7.84M -45,603 -8%
Federated Hermes
45
Federated Hermes
Pennsylvania
$70.4M +$1.35M +7,852 +2%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$62.3M +$14.3M +83,255 +26%
SIMG
47
Stephens Investment Management Group
Texas
$60M +$1.32M +7,687 +2%
CS
48
Candriam SCA
Luxembourg
$58.1M +$242K +1,410 +0.4%
Aviva
49
Aviva
United Kingdom
$54.4M -$31.6M -183,745 -34%
Swiss National Bank
50
Swiss National Bank
Switzerland
$52.6M +$17.2K +100 +0%

PTC Hedge Fund Activity: Q1 2025 in Review

670 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q1 2025, worth a combined $18.2B — down 15% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PTC positions and 91 closed out — a net gain of 7 holders — while 257 added to existing stakes and 240 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $524M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $428M sold.

  • 670 institutional investors held PTC (PTC) as of Q1 2025, down from 672 in Q4 2024.
  • Funds reported $18.2B of PTC stock for Q1 2025, down 15% quarter-over-quarter.
  • 98 funds opened new PTC positions in Q1 2025 and 91 closed out, a net change of +7 holders.
  • The largest PTC buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $524M added.
  • The largest PTC seller in Q1 2025 was Lone Pine Capital, an estimated $428M sold.

Based on aggregated 13F filings for Q1 2025.