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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
SC
651
Stephens Consulting
Michigan
$690 +$645 +4 New
TFM
652
TFC Financial Management
Massachusetts
$690 +$645 +4 New
HIA
653
HFM Investment Advisors
New Jersey
$689 +$483 +3 +300%
KIM
654
Kestra Investment Management
Texas
$620
QWM
655
Quaker Wealth Management
New Jersey
$518 +$483 +3 New
Group One Trading
656
Group One Trading
Illinois
$517 -$4.51K -28 -90%
WA
657
WestEnd Advisors
North Carolina
$517 -$161 -1 -25%
TIM
658
Total Investment Management
Arizona
$517 +$483 +3 New
B
659
Birchbrook
Maine
$466
DF
660
DecisionPoint Financial
Arizona
$347 +$322 +2 New
WCM
661
WealthTrak Capital Management
Virginia
$345 -$2.26K -14 -88%
EP
662
Essential Partners
California
$345 +$322 +2 New
PWAM
663
Private Wealth Asset Management
Iowa
$172
LFA
664
LGT Financial Advisors
Texas
$172 +$161 +1 New
PIMC
665
Praesidium Investment Management Company
New York
-$50.5M -325,967 Closed
SPC
666
Stony Point Capital
New York
-$11.6M -74,713 Closed
Capital Fund Management (CFM)
667
Capital Fund Management (CFM)
France
-$9.9M -63,896 Closed
CF
668
Corebridge Financial
Texas
-$4.53M -29,221 Closed
GKFF
669
George Kaiser Family Foundation
Oklahoma
-$3.8M -24,555 Closed
APF
670
Alaska Permanent Fund
Alaska
-$3.77M -24,303 Closed
SCM
671
Sone Capital Management
New York
-$3.16M -20,380 Closed
MF
672
Magnetar Financial
Illinois
-$2.81M -18,116 Closed
EP
673
Edgestream Partners
New Jersey
-$2.66M -17,139 Closed
OCA
674
Otter Creek Advisors
Florida
-$1.77M -11,397 Closed
PIM
675
Platinum Investment Management
Australia
-$1.52M -9,808 Closed

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.