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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
TFIPS
526
Towarzystwo Funduszy Inwestycyjnych PZU SA
$141K +$43K +250 +38%
MG
527
Mather Group
Illinois
$131K +$22.5K +131 +18%
QL
528
Quarry LP
New York
$130K -$6.71K -39 -4%
GWM
529
Geneos Wealth Management
Colorado
$126K +$13.1K +76 +34%
MCM
530
Manchester Capital Management
Vermont
$120K +$26.3K +153 +25%
CI
531
CX Institutional
Indiana
$120K +$133K +776 New
JFGIW
532
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K +$130K +755 New
BC
533
Bayforest Capital
United Kingdom
$103K +$115K +667 New
PEAK6
534
PEAK6
Illinois
$99.5K +$110K +642 New
NAAA
535
New Age Alpha Advisors
New York
$97.5K +$35.9K +209 +50%
HWA
536
Heritage Wealth Advisors
Virginia
$95.1K
PCM
537
Penserra Capital Management
California
$89K -$237K -1,380 -70%
VIS
538
Vega Investment Solutions
France
$85.2K +$94.6K +550 New
ACM
539
Aster Capital Management
United Arab Emirates
$81.5K +$57.3K +333 +202%
LS
540
Livforsakringsbolaget Skandia
Sweden
$77.5K -$3.44M -20,000 -98%
CI Investments Inc
541
CI Investments Inc
Ontario, Canada
$71K +$1.38K +8 +2%
CA
542
Crewe Advisors
Utah
$68.2K
BIG
543
Brooklyn Investment Group
New York
$68K +$10.1K +59 +16%
HPC
544
HM Payson & Co
Maine
$66.5K -$12.2K -71 -14%
C
545
Covestor
United Kingdom
$66K +$52.3K +304 +247%
EWA
546
EverSource Wealth Advisors
Alabama
$64.8K +$25.3K +147 +54%
HNB
547
Huntington National Bank
Ohio
$62.6K -$9.8K -57 -12%
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$59.7K +$19.6K +114 +42%
LC
549
Lindbrook Capital
California
$56.1K +$24.8K +144 +66%
OIAM
550
OFI Invest Asset Management
France
$55.7K +$66.7K +388 New

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.