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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
ClearBridge Investments
51
ClearBridge Investments
New York
$56.7M +$21.6M +133,885 +69%
Federated Hermes
52
Federated Hermes
Pennsylvania
$56.3M -$20.6M -127,570 -28%
CS
53
Candriam SCA
Luxembourg
$55.4M -$8.66M -53,770 -14%
Barclays
54
Barclays
United Kingdom
$50.8M +$6.93M +42,977 +17%
DDC
55
DF Dent & Co
Maryland
$50.7M +$19.5M +120,852 +70%
CB
56
Commerce Bank
Missouri
$48.2M -$432K -2,682 -0.9%
DCP
57
Durable Capital Partners
Maryland
$48M +$7.03M +43,645 +19%
Goldman Sachs
58
Goldman Sachs
New York
$46.4M -$5.51M -34,184 -11%
2
59
2Xideas
Switzerland
$45.7M -$1.87M -11,625 -4%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$45.1M -$1.88M -11,678 -4%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$44.5M -$3.13M -19,425 -7%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$43.9M +$3.93M +24,360 +11%
DG
63
Daventry Group
New York
$42.7M +$1.91M +11,879 +5%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$39.7M -$1.75M -10,844 -4%
FGP
65
Freestone Grove Partners
California
$39.4M -$2.32M -14,427 -6%
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$38.7M +$12M +74,671 +50%
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$38.6M +$6.17M +38,272 +21%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$38M +$2.49M +15,450 +8%
National Pension Service
69
National Pension Service
South Korea
$37.4M +$207K +1,286 +0.6%
Vontobel Holding
70
Vontobel Holding
Switzerland
$36.4M -$1.88M -11,639 -5%
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$36.4M +$31.5M +195,506 +1,246%
Citigroup
72
Citigroup
New York
$35.1M -$1.9M -11,799 -5%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$34.5M +$3.5M +21,709 +12%
Kayne Anderson Rudnick Investment Management
74
Kayne Anderson Rudnick Investment Management
California
$33.5M -$2.45M -15,192 -7%
RG
75
Renaissance Group
Kentucky
$33.3M +$309K +1,918 +1%

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.