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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
CYG
626
Clean Yield Group
Vermont
$3.1K
AW
627
Avion Wealth
Texas
$3K +$806 +5 +36%
LI
628
LRI Investments
Florida
$2.41K
HFS
629
Horizon Financial Services
North Carolina
$2.41K +$322 +2 +17%
TWD
630
True Wealth Design
Ohio
$2.24K
SC
631
SouthState Corp
Florida
$1.9K -$645 -4 -27%
PWMG
632
Prestige Wealth Management Group
New Jersey
$1.9K +$1.29K +8 +267%
CT
633
Colonial Trust
South Carolina
$1.72K +$1.61K +10 New
GXJ
634
Global X Japan
Japan
$1.72K +$1.61K +10 New
FMP
635
Financial Management Professionals
Texas
$1.55K
FNWA
636
Financial Network Wealth Advisors
Utah
$1.55K
DF
637
Dunhill Financial
United Kingdom
$1.45K -$3.06K -19 -70%
RS
638
Rakuten Securities
Japan
$1.38K -$161 -1 -11%
CIA
639
Cape Investment Advisory
Georgia
$1.38K
CPG
640
Cornerstone Planning Group
New Jersey
$1.29K +$483 +3 +100%
SIC
641
SJS Investment Consulting
Ohio
$1.21K -$483 -3 -30%
PWA
642
Principia Wealth Advisory
Texas
$1.21K +$645 +4 +133%
NWM
643
Nova Wealth Management
Florida
$1.21K +$1.13K +7 New
RWM
644
Rialto Wealth Management
New York
$1.03K +$967 +6 New
BHWM
645
Bay Harbor Wealth Management
Maryland
$1.03K +$483 +3 +100%
BI
646
Binnacle Investments
Iowa
$862
TCM
647
TD Capital Management
Tennessee
$862
PWM
648
Parkworth Wealth Management
California
$862 +$483 +3 +150%
AT
649
Arlington Trust
Alabama
$862 +$806 +5 New
OP
650
ORG Partners
Indiana
$692

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.