We are live on ! Find out more

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
Cerity Partners
701
Cerity Partners
New York
-$720K -3,983 Closed
MYIA
702
Mount Yale Investment Advisors
Colorado
-$721K -3,921 Closed
1C
703
111 Capital
France
-$686K -3,729 Closed
KeyBank National Association
704
KeyBank National Association
Ohio
-$678K -3,689 Closed
PHK
705
Point72 Hong Kong
Hong Kong
-$616K -3,349 Closed
LAI
706
Legal Advantage Investments
California
-$607K -3,300 Closed
AWM
707
Avior Wealth Management
Nebraska
-$538K -2,925 Closed
DTL
708
Dynamic Technology Lab
Singapore
-$530K -2,880 Closed
Connor, Clark & Lunn Investment Management (CC&L)
709
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$522K -2,841 Closed
OR
710
Olympiad Research
Connecticut
-$449K -2,442 Closed
Capstone Investment Advisors
711
Capstone Investment Advisors
New York
-$396K -2,302 Closed
PCM
712
Prelude Capital Management
New York
-$401K -2,179 Closed
BFG
713
Bleakley Financial Group
New Jersey
-$382K -2,075 Closed
WJA
714
Willis Johnson & Associates
Texas
-$381K -2,070 Closed
CL
715
Choreo LLC
Illinois
-$364K -1,981 Closed
LGF
716
LGT Group Foundation
Liechtenstein
-$364K -1,980 Closed
PAS
717
Park Avenue Securities
New York
-$363K -1,975 Closed
LWAM
718
Legacy Wealth Asset Management
Minnesota
-$349K -1,900 Closed
IC
719
IEQ Capital
California
-$310K -1,684 Closed
EI
720
Ellevest Inc
New York
-$289K -1,574 Closed
SQA
721
Simon Quick Advisors
New Jersey
-$275K -1,494 Closed
GS
722
GTS Securities
New York
-$271K -1,472 Closed
DFCM
723
Dark Forest Capital Management
Puerto Rico
-$255K -1,389 Closed
P
724
&Partners
Tennessee
-$251K -1,343 Closed
DC
725
DeDora Capital
California
-$243K -1,324 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.