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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
AGWCA
626
Annis Gardner Whiting Capital Advisors
Florida
$2.17K
DPW
627
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$172 +1 +8%
HCP
628
Hexagon Capital Partners
Arkansas
$2.17K -$1.55K -9 -39%
LI
629
LRI Investments
Florida
$2.17K
TWD
630
True Wealth Design
Ohio
$2.02K +$1.03K +6 +86%
GEA
631
Glen Eagle Advisors
New Jersey
$2.01K
AW
632
Avion Wealth
Texas
$2K
HFS
633
Horizon Financial Services
North Carolina
$1.86K +$2.06K +12 New
SIC
634
SJS Investment Consulting
Ohio
$1.55K
SWA
635
SOA Wealth Advisors
New York
$1.55K
FMP
636
Financial Management Professionals
Texas
$1.4K -$4.64K -27 -75%
FNWA
637
Financial Network Wealth Advisors
Utah
$1.4K
RS
638
Rakuten Securities
Japan
$1.4K +$1.55K +9 New
CIA
639
Cape Investment Advisory
Georgia
$1.24K
GFPC
640
Global Financial Private Client
Florida
$1.24K +$860 +5 +167%
RA
641
Rise Advisors
New York
$1.08K -$9.46K -55 -89%
GP
642
Greenline Partners
New York
$1.08K +$1.2K +7 New
NL
643
NVWM LLC
Pennsylvania
$1.08K +$1.2K +7 New
VNA
644
Valley National Advisers
Pennsylvania
$1K +$1.72K +10 New
WTA
645
Washington Trust Advisors
Massachusetts
$926 -$3.78K -22 -79%
TCM
646
TD Capital Management
Tennessee
$775
BI
647
Binnacle Investments
Iowa
$775 +$860 +5 New
CWC
648
Carolinas Wealth Consulting
North Carolina
$775 +$860 +5 New
OP
649
ORG Partners
Indiana
$624 +$688 +4 New
AWM
650
Abound Wealth Management
Tennessee
$620 -$4.3K -25 -86%

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.