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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
SIM
551
Sentry Investment Management
Wisconsin
$63K
MSE
552
MUFG Securities EMEA
United Kingdom
$61K +$57K +354 New
C
553
Covestor
United Kingdom
$61K -$12.1K -75 -18%
GWM
554
Geneos Wealth Management
Colorado
$56.2K +$4.67K +29 +10%
GRP
555
Global Retirement Partners
California
$55.5K +$51.9K +322 New
SAM
556
Smartleaf Asset Management
Massachusetts
$53.3K -$5.8K -36 -10%
OL
557
OneFund LLC
Florida
$53K +$49.8K +309 New
CH
558
Cromwell Holdings
Wyoming
$52.9K +$1.45K +9 +3%
TFA
559
Toth Financial Advisory
Virginia
$51.7K
VIS
560
Vega Investment Solutions
France
$49.1K -$42.7K -265 -48%
AssetMark Inc
561
AssetMark Inc
California
$46.2K +$33.4K +207 +339%
PS
562
Pinney & Scofield
Massachusetts
$44.1K
M
563
MOTCO
Texas
$40.2K
PFBT
564
Parkside Financial Bank & Trust
Missouri
$39.8K
BCMLT
565
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.9K -$2.9K -18 -7%
MSWM
566
Mowery & Schoenfeld Wealth Management
Illinois
$34.5K
AAP
567
Arax Advisory Partners
Colorado
$34.3K +$6.93K +43 +28%
CCM
568
Chilton Capital Management
Texas
$30.2K
NA
569
NewEdge Advisors
Louisiana
$29K +$806 +5 +3%
BCWM
570
Bartlett & Co Wealth Management
Ohio
$28.8K -$161 -1 -0.6%
NC
571
NewSquare Capital
Pennsylvania
$25.2K +$2.58K +16 +12%
VCM
572
Versant Capital Management
Arizona
$24.3K +$16.3K +101 +253%
IA
573
IFP Advisors
Florida
$22.2K +$10.3K +64 +98%
HWM
574
Hemington Wealth Management
Virginia
$22K +$5.48K +34 +35%
SS
575
SBI Securities
Japan
$21.5K +$322 +2 +2%

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.