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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
WA
651
WestEnd Advisors
North Carolina
$620 +$516 +3 +300%
BFS
652
Bare Financial Services
Pennsylvania
$620 +$688 +4 New
BCM
653
Blume Capital Management
California
$620 +$688 +4 New
KIM
654
Kestra Investment Management
Texas
$620 +$688 +4 New
PWA
655
Physician Wealth Advisors
Utah
$620 +$688 +4 New
CSC
656
Caldwell Sutter Capital
California
$465
PWMG
657
Prestige Wealth Management Group
New Jersey
$465
AA
658
Ancora Advisors
Ohio
$465 +$516 +3 New
BHWM
659
Bay Harbor Wealth Management
Maryland
$464 +$516 +3 New
PWA
660
Principia Wealth Advisory
Texas
$448 -$688 -4 -57%
CPG
661
Cornerstone Planning Group
New Jersey
$443 +$516 +3 New
WW
662
Winnow Wealth
Texas
$438 +$172 +1 +50%
B
663
Birchbrook
Maine
$419
CA
664
Continuum Advisory
Idaho
$310
PWM
665
Parkworth Wealth Management
California
$310
ACA
666
American Capital Advisory
Idaho
$155 +$172 +1 New
HHGA
667
Halbert Hargrove Global Advisors
California
$155 +$172 +1 New
HIA
668
HFM Investment Advisors
New Jersey
$155 +$172 +1 New
PWAM
669
Private Wealth Asset Management
Iowa
$155 +$172 +1 New
PCTC
670
Perkins Coie Trust Company
Washington
$154 +$172 +1 New
LPC
671
Lone Pine Capital
Connecticut
-$428M -2,326,231 Closed
Westfield Capital Management
672
Westfield Capital Management
Massachusetts
-$117M -634,650 Closed
DCP
673
D1 Capital Partners
New York
-$108M -589,171 Closed
GC
674
Greenvale Capital
United Kingdom
-$106M -575,000 Closed
Point72 Asset Management
675
Point72 Asset Management
Connecticut
-$59.5M -323,633 Closed

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.