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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
B
476
Bellecapital
Switzerland
$276K +$10.6K +66 +4%
GWM
477
Gibbs Wealth Management
Georgia
$276K +$258K +1,599 New
SC
478
Savant Capital
Illinois
$274K +$256K +1,591 New
AWM
479
Aprio Wealth Management
Georgia
$272K +$12.2K +76 +5%
FTWA
480
Fifth Third Wealth Advisors
Ohio
$272K -$967 -6 -0.4%
IC
481
Iconiq Capital
California
$270K +$252K +1,564 New
VanEck Associates
482
VanEck Associates
New York
$262K -$98.3K -610 -29%
PF
483
Phoenix Financial
Israel
$258K +$19.7K +122 +9%
ORC
484
O'Rourke & Company
Massachusetts
$258K +$241K +1,496 New
Cerity Partners
485
Cerity Partners
New York
$257K +$240K +1,490 New
LSA
486
Leonteq Securities AG
Switzerland
$255K -$88.3K -548 -27%
PAS
487
Park Avenue Securities
New York
$255K +$238K +1,477 New
Kovitz Investment Group Partners
488
Kovitz Investment Group Partners
Illinois
$252K -$60.1K -373 -20%
Bessemer Group
489
Bessemer Group
New Jersey
$247K -$43.3K -269 -16%
SWA
490
Sax Wealth Advisors
New Jersey
$246K +$230K +1,430 New
PFM
491
Patton Fund Management
Texas
$246K +$230K +1,429 New
MM
492
MQS Management
New York
$244K -$404K -2,504 -64%
BPA
493
Beacon Pointe Advisors
California
$241K
BWP
494
BSW Wealth Partners
Colorado
$240K -$8.22K -51 -4%
BIM
495
Bridges Investment Management
Nebraska
$239K +$2.9K +18 +1%
TC
496
TownSquare Capital
Utah
$237K -$3.64M -22,560 -94%
CAM
497
Claret Asset Management
Quebec, Canada
$237K +$221K +1,373 New
Jones Financial Companies
498
Jones Financial Companies
Missouri
$235K +$69.1K +429 +45%
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$234K +$219K +1,358 New
TAM
500
Trust Asset Management
Texas
$234K

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.