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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
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$9.46M -$5.25M -30,536 -33%
DB
152
Danske Bank
Denmark
$9.45M -$3.87M -22,478 -27%
Universal-Beteiligungs- und Servicegesellschaft
153
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.35M +$352K +2,048 +4%
Royal London Asset Management
154
Royal London Asset Management
United Kingdom
$9.28M +$350K +2,034 +4%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$8.71M -$222K -1,290 -2%
Ensign Peak Advisors
156
Ensign Peak Advisors
Utah
$8.67M -$244K -1,421 -2%
LIM
157
Lagoda Investment Management
New York
$8.6M -$76.9K -447 -0.8%
KCM
158
Kornitzer Capital Management
Kansas
$8.28M +$6.94M +40,350 +308%
WFG
159
Wormser Freres Gestion
France
$8.11M +$704K +4,093 +9%
Canada Pension Plan Investment Board
160
Canada Pension Plan Investment Board
Ontario, Canada
$8.03M +$3.89M +22,596 +77%
Man Group
161
Man Group
United Kingdom
$7.93M +$3.52M +20,478 +67%
SIA
162
Sit Investment Associates
Minnesota
$7.86M
SBCM
163
Silverberg Bernstein Capital Management
New York
$7.8M +$413K +2,400 +5%
JSSH
164
J. Safra Sarasin Holding
$7.79M -$5.2M -30,252 -38%
Asset Management One
165
Asset Management One
Japan
$7.55M +$764K +4,445 +10%
Pacer Advisors
166
Pacer Advisors
Pennsylvania
$7.55M +$2.67M +15,498 +47%
TAMH
167
Taikang Asset Management (HK)
Hong Kong
$7.42M +$8.24M +47,913 New
FAF
168
Fjarde Ap-fonden
Sweden
$7.11M +$172K +1,000 +2%
Voloridge Investment Management
169
Voloridge Investment Management
Florida
$6.98M -$6.25M -36,363 -45%
Toronto Dominion Bank
170
Toronto Dominion Bank
Ontario, Canada
$6.85M -$3.44M -20,024 -31%
CCM
171
Candelo Capital Management
New York
$6.72M +$1.37M +7,985 +23%
MSV
172
MN Services Vermogensbeheer
Netherlands
$6.69M -$585K -3,400 -7%
KK
173
KLP Kapitalforvaltning
Norway
$6.57M +$602K +3,500 +9%
Adage Capital Partners
174
Adage Capital Partners
Massachusetts
$6.55M -$6M -34,900 -45%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$6.4M +$106K +615 +2%

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.