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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
SW
501
SteelPeak Wealth
California
$232K -$922K -5,723 -81%
DWM
502
Dynasty Wealth Management
Florida
$227K -$33.4K -207 -14%
CWM
503
Circle Wealth Management
New Jersey
$226K +$211K +1,312 New
SC
504
Syon Capital
California
$225K -$48.7K -302 -19%
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$208K +1,291 New
DC
506
DeDora Capital
California
$222K +$207K +1,287 New
BMCM
507
Bryn Mawr Capital Management
Pennsylvania
$215K +$201K +1,249 New
BWM
508
Baron Wealth Management
Michigan
$214K +$200K +1,243 New
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$213K +$1.45K +9 +0.7%
MC
510
Moors & Cabot
Massachusetts
$211K +$197K +1,224 New
Focus Partners Wealth
511
Focus Partners Wealth
Massachusetts
$210K +$196K +1,219 New
GWMR
512
GC Wealth Management RIA
Massachusetts
$209K +$195K +1,211 New
UCFA
513
United Capital Financial Advisors
Texas
$206K -$48.3K -300 -20%
PA
514
Pinnacle Associates
New York
$206K +$193K +1,195 New
HH
515
Hilltop Holdings
Texas
$205K +$192K +1,189 New
MWM
516
Modera Wealth Management
New Jersey
$204K +$190K +1,181 New
DCM
517
Delta Capital Management
New Jersey
$202K +$189K +1,170 New
MOS
518
MGO One Seven
Ohio
$202K -$30.8K -191 -14%
AV
519
ASR Vermogensbeheer
Netherlands
$199K -$1.13K -7 -0.6%
AIP
520
Ameritas Investment Partners
Nebraska
$198K
PA
521
Parallel Advisors
California
$193K +$4.35K +27 +2%
TFIPS
522
Towarzystwo Funduszy Inwestycyjnych PZU SA
$186K +$27.4K +170 +19%
SFCL
523
Strengthening Families & Communities LLC
Massachusetts
$181K -$16.4K -102 -9%
EAM
524
Erste Asset Management
Austria
$169K +$161K +1,000 New
GWM
525
Gitterman Wealth Management
New Jersey
$155K +$145K +898 New

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.