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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
FCG
601
Financial Connections Group
California
$8K
CFS
602
CGC Financial Services
Oregon
$6.89K
WTA
603
Washington Trust Advisors
Massachusetts
$5.95K +$4.67K +29 +483%
HI
604
Harbour Investments
Wisconsin
$5.69K -$6.93K -43 -57%
WCM
605
Westend Capital Management
California
$5.69K +$5.32K +33 New
CAL
606
Capital Advisors Ltd
Ohio
$5K -$806 -5 -15%
GSWM
607
Golden State Wealth Management
California
$5K
S
608
Sachetta
Massachusetts
$5K +$4.67K +29 New
AGWCA
609
Annis Gardner Whiting Capital Advisors
Florida
$4.83K +$2.26K +14 +100%
RA
610
Rise Advisors
New York
$4.83K +$3.38K +21 +300%
HFS
611
Hughes Financial Services
Virginia
$4.75K +$3.54K +22 New
HHMI
612
Howard Hughes Medical Institute
Maryland
$4.48K +$4.19K +26 New
BFS
613
Bare Financial Services
Pennsylvania
$4.14K +$3.22K +20 +500%
PWMG
614
Private Wealth Management Group
New Jersey
$3.96K -$7.09K -44 -66%
ADL
615
Asset Dedication LLC
California
$3.96K
FPF
616
First Pacific Financial
Washington
$3.79K -$1.45K -9 -29%
FFO
617
Fortitude Family Office
Arizona
$3.79K +$3.54K +22 New
HNW
618
High Note Wealth
Minnesota
$3.62K
SIS
619
Sound Income Strategies
Florida
$3.62K
TWC
620
TD Waterhouse Canada
Ontario, Canada
$3.46K
MWM
621
MorganRosel Wealth Management
Colorado
$3.45K +$322 +2 +11%
SWM
622
Spire Wealth Management
Virginia
$3.27K -$16.9K -105 -85%
TIM
623
Tortoise Investment Management
New York
$3.27K +$645 +4 +27%
DPW
624
DiNuzzo Private Wealth
Pennsylvania
$3.1K +$645 +4 +29%
BGAI
625
Bruce G. Allen Investments
Colorado
$3.1K

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.