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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
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$3.15B +$524M +3,048,311 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.22B +$6.83M +39,688 +0.3%
BlackRock
3
BlackRock
New York
$1.81B -$101M -586,556 -5%
State Street
4
State Street
Massachusetts
$801M +$342K +1,989 +0%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$487M +$20.8M +120,826 +4%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$446M +$145M +844,418 +42%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$367M +$7.73M +44,961 +2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$335M +$321M +1,868,440 +626%
FCM
9
Fernbridge Capital Management
California
$318M +$92.9M +540,484 +36%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$293M +$325M +1,889,371 New
N
11
Nuveen
North Carolina
$242M -$195M -1,135,936 -42%
Invesco
12
Invesco
Georgia
$236M -$4.22M -24,568 -2%
UBS AM
13
UBS AM
Illinois
$235M +$56.3M +327,326 +28%
SI
14
Standard Investments
New York
$223M +$48.3M +281,000 +24%
Northern Trust
15
Northern Trust
Illinois
$202M -$1.18M -6,878 -0.5%
Fidelity International
16
Fidelity International
Bermuda
$192M +$25.3M +146,887 +13%
Lazard Asset Management
17
Lazard Asset Management
New York
$182M +$6.74M +39,170 +3%
PCM
18
Palestra Capital Management
New York
$173M +$34.1M +198,469 +22%
Franklin Resources
19
Franklin Resources
California
$168M +$4.56M +26,505 +3%
VLKIM
20
Van Lanschot Kempen Investment Management
Netherlands
$156M +$52.2M +303,676 +43%
Impax Asset Management Group
21
Impax Asset Management Group
United Kingdom
$148M -$12.5M -72,593 -7%
LIP
22
Liontrust Investment Partners
United Kingdom
$144M -$13M -75,612 -8%
Morgan Stanley
23
Morgan Stanley
New York
$143M +$25.5M +148,550 +19%
JP Morgan Chase
24
JP Morgan Chase
New York
$135M +$83.7M +486,482 +126%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$135M -$20.2M -117,179 -12%

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.