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
RG
76
Renaissance Group
Kentucky
$29.6M +$1.23M +7,135 +4%
CISOA
77
Capital Investment Services of America
Wisconsin
$29.4M +$91.8K +534 +0.3%
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$28.7M +$3.48M +20,241 +12%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$28.6M -$7.96M -46,311 -20%
RPI
80
Railway Pension Investments
United Kingdom
$28.3M +$624K +3,626 +2%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$27.6M -$169K -981 -0.5%
DDC
82
DF Dent & Co
Maryland
$26.8M +$29.8M +173,269 New
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$26.3M -$6.64M -38,616 -19%
KPM
84
Kinetic Partners Management
Florida
$25.6M +$14.5M +84,100 +104%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$25.4M +$1.66M +9,664 +6%
APG Asset Management
86
APG Asset Management
Netherlands
$24.1M -$3.36M -19,555 -10%
KBC Group
87
KBC Group
Belgium
$23.8M -$11.7M -68,134 -31%
NSAM
88
North Star Asset Management
Wisconsin
$23.3M +$928K +5,394 +4%
Arrowstreet Capital
89
Arrowstreet Capital
Massachusetts
$23.2M +$12.4M +71,904 +92%
ACG
90
Ampersand Capital Group
California
$23.2M +$16.2M +94,030 +168%
Principal Financial Group
91
Principal Financial Group
Iowa
$22.4M -$1.37M -7,962 -5%
Fisher Asset Management
92
Fisher Asset Management
Washington
$21.6M +$3.22M +18,696 +16%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$20.9M -$30.1K -175 -0.1%
LOAME
94
Lombard Odier Asset Management (Europe)
United Kingdom
$20.8M +$10.6M +61,460 +84%
AllianceBernstein
95
AllianceBernstein
Tennessee
$20M -$41M -238,509 -65%
IFO
96
Independent Family Office
New York
$19.5M -$876K -5,095 -4%
Credit Agricole
97
Credit Agricole
France
$19.5M -$2.2M -12,778 -9%
CAM
98
Congress Asset Management
Massachusetts
$18.9M -$94.7M -550,763 -82%
SCPM
99
Sea Cliff Partners Management
California
$18.7M +$20.8M +121,000 New
NC
100
Nicholas Company
Wisconsin
$18.7M

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.