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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
TPCW
576
TD Private Client Wealth
New York
$22.9K +$6.02K +35 +31%
AF
577
Advisornet Financial
Minnesota
$22.8K +$16.9K +98 +200%
NC
578
NewSquare Capital
Pennsylvania
$20.1K +$20.3K +118 +983%
GKIM
579
GW&K Investment Management
Massachusetts
$20K +$9.8K +57 +77%
SWM
580
Spire Wealth Management
Virginia
$19.2K -$688 -4 -3%
SS
581
SBI Securities
Japan
$19.1K -$172 -1 -0.8%
SO
582
Sierra Ocean
California
$18.9K +$1.72K +10 +9%
PTC
583
Private Trust Company
Ohio
$18.4K +$7.39K +43 +57%
FHA
584
First Horizon Advisors
Tennessee
$16.3K -$860 -5 -5%
CAL
585
Capital Analysts LLC
Pennsylvania
$16K +$7.74K +45 +80%
CAM
586
Close Asset Management
United Kingdom
$15K
NEWAS
587
N.E.W. Advisory Services
Wisconsin
$14.4K +$16K +93 New
HWM
588
Hemington Wealth Management
Virginia
$14K -$1.2K -7 -7%
IA
589
IFP Advisors
Florida
$13.2K +$3.27K +19 +41%
AF
590
Atala Financial
California
$13.2K
BIA
591
Bell Investment Advisors
California
$13.2K
AG
592
AmeriFlex Group
Nevada
$12.4K
HI
593
Harbour Investments
Wisconsin
$11.8K +$10.5K +61 +407%
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$11.3K
CFO
595
CVA Family Office
Colorado
$11.2K +$3.44K +20 +38%
PWMG
596
Private Wealth Management Group
New Jersey
$10.4K +$2.75K +16 +31%
FFA
597
Frazier Financial Advisors
Ohio
$10.1K
QC
598
Quent Capital
New York
$9.92K
CFD
599
Creative Financial Designs
Indiana
$9.76K +$2.75K +16 +34%
AssetMark Inc
600
AssetMark Inc
California
$9.45K -$46.8K -272 -82%

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.