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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
Axa
51
Axa
France
$51.2M +$1.36M +7,911 +2%
PIMC
52
Praesidium Investment Management Company
New York
$50.5M -$4.04M -23,471 -7%
Goldman Sachs
53
Goldman Sachs
New York
$47M -$2.03M -11,788 -4%
CB
54
Commerce Bank
Missouri
$43.8M -$5.05M -29,362 -9%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$43M -$8.72M -50,705 -15%
2
56
2Xideas
Switzerland
$42.9M -$711K -4,135 -1%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$42.3M +$7.1M +41,299 +18%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$39.4M -$4.15M -24,108 -9%
Barclays
59
Barclays
United Kingdom
$39M +$5.28M +30,708 +14%
FGP
60
Freestone Grove Partners
California
$37.7M +$41.8M +243,247 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$37.4M +$2.93M +17,017 +8%
DG
62
Daventry Group
New York
$36.5M +$11.3M +65,500 +38%
DCP
63
Durable Capital Partners
Maryland
$36.4M -$35.4M -205,777 -47%
Skandinaviska Enskilda Banken (SEB)
64
Skandinaviska Enskilda Banken (SEB)
Sweden
$36.1M +$2.57M +14,971 +7%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$35.7M +$3.19M +18,537 +9%
Vontobel Holding
66
Vontobel Holding
Switzerland
$34.6M -$1.38M -8,009 -3%
National Pension Service
67
National Pension Service
South Korea
$33.5M +$3.93M +22,863 +12%
Citigroup
68
Citigroup
New York
$33.3M +$21.5M +125,196 +139%
Kayne Anderson Rudnick Investment Management
69
Kayne Anderson Rudnick Investment Management
California
$32.5M -$4.34M -25,260 -11%
Squarepoint
70
Squarepoint
New York
$32.4M +$31.9M +185,440 +790%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$32.1M +$187K +1,090 +0.5%
TAM
72
Thematics Asset Management
France
$31.8M -$439K -2,555 -1%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$31.8M +$1.34M +7,775 +4%
CRC
74
Curi RMB Capital
Illinois
$31.2M -$10.6M -61,907 -24%
ClearBridge Investments
75
ClearBridge Investments
New York
$30.2M +$3.14M +18,255 +10%

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.