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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
JP Morgan Chase
26
JP Morgan Chase
New York
$134M -$15.7M -97,287 -11%
Select Equity Group
27
Select Equity Group
New York
$134M +$26.3M +163,152 +27%
Raymond James Financial
28
Raymond James Financial
Florida
$132M -$3.47M -21,521 -3%
Impax Asset Management Group
29
Impax Asset Management Group
United Kingdom
$128M -$34.1M -211,883 -22%
RC
30
Rivulet Capital
New Jersey
$126M -$7.88M -48,900 -6%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$124M +$110K +685 +0.1%
LIP
32
Liontrust Investment Partners
United Kingdom
$116M -$40.9M -253,908 -27%
Deutsche Bank
33
Deutsche Bank
Germany
$116M -$18.4M -114,400 -15%
Legal & General Group
34
Legal & General Group
United Kingdom
$112M -$4.59M -28,498 -4%
OCBV
35
Ownership Capital B.V.
Netherlands
$106M -$31.6M -195,960 -24%
Amundi
36
Amundi
France
$105M +$18M +111,976 +21%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$104M +$14.9M +92,255 +18%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$99.8M +$9.51M +58,989 +11%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$98.3M +$4.49M +27,858 +5%
Bank of America
40
Bank of America
North Carolina
$93.6M +$4.97M +30,866 +6%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$89.7M -$56.2M -348,962 -40%
UBS Group
42
UBS Group
Switzerland
$88.1M +$1.95M +12,100 +2%
JCM
43
Junto Capital Management
New York
$83.2M +$77.8M +482,581 New
RS
44
Robeco Schweiz
Switzerland
$82M -$30.8M -191,196 -29%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$78.4M -$12.7M -78,593 -15%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$74.9M +$28.9M +179,459 +70%
SIMG
47
Stephens Investment Management Group
Texas
$63.3M -$3.24M -20,106 -5%
Swiss National Bank
48
Swiss National Bank
Switzerland
$62.8M +$4M +24,800 +7%
Aviva
49
Aviva
United Kingdom
$62.5M +$1.87M +11,616 +3%
Axa
50
Axa
France
$57.3M +$254K +1,575 +0.5%

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.