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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
SAM
551
Smartleaf Asset Management
Massachusetts
$54.3K -$17.4K -101 -22%
BBHC
552
Brown Brothers Harriman & Co
New York
$49.9K +$15.3K +89 +38%
SIM
553
Sentry Investment Management
Wisconsin
$49K -$18.2K -106 -23%
MCM
554
MAI Capital Management
Ohio
$48.4K -$39.9K -232 -43%
LFG
555
Larson Financial Group
Missouri
$47.1K +$9.97K +58 +24%
TFA
556
Toth Financial Advisory
Virginia
$46.5K
CH
557
Cromwell Holdings
Wyoming
$46.2K -$2.41K -14 -4%
UB
558
UMB Bank
Missouri
$45.6K +$30.6K +178 +153%
CIAM
559
Caitong International Asset Management
Hong Kong
$41.5K -$24.9K -145 -35%
SW
560
SVB Wealth
Massachusetts
$41.4K +$45.9K +267 New
PS
561
Pinney & Scofield
Massachusetts
$39.7K
ZBNA
562
Zions Bancorporation, National Association
Utah
$39.4K +$43.7K +254 New
BCMLT
563
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.8K +$3.1K +18 +8%
AF
564
Allworth Financial
California
$37.5K +$10.1K +59 +31%
PFBT
565
Parkside Financial Bank & Trust
Missouri
$35.8K +$13.6K +79 +52%
MIFH
566
Migdal Insurance & Financial Holdings
Israel
$33K +$37.1K +216 New
MSWM
567
Mowery & Schoenfeld Wealth Management
Illinois
$31K
M
568
MOTCO
Texas
$29K +$32.2K +187 New
RIL
569
Rothschild Investment LLC
Illinois
$28.7K +$7.22K +42 +29%
RTC
570
Riverview Trust Company
Washington
$28K -$1.03K -6 -3%
CCM
571
Chilton Capital Management
Texas
$27.1K -$26K -151 -46%
T
572
TOBAM
France
$27K -$13.9K -81 -32%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$26K +$28.9K +168 New
NA
574
NewEdge Advisors
Louisiana
$25.3K -$1.53M -8,907 -98%
AAP
575
Arax Advisory Partners
Colorado
$24.2K +$15K +87 +126%

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.