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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
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$3.51B +$9.5M +58,952 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.54B +$67.2M +416,791 +3%
BlackRock
3
BlackRock
New York
$2.05B +$35.5M +220,267 +2%
State Street
4
State Street
Massachusetts
$926M +$33M +205,029 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$586M +$42.8M +265,558 +8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$521M +$106M +654,894 +28%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$499M +$2.87M +17,786 +0.6%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$473M +$92.8M +575,892 +27%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$430M +$97.9M +607,374 +32%
FCM
10
Fernbridge Capital Management
California
$354M
Lazard Asset Management
11
Lazard Asset Management
New York
$267M +$59.6M +370,097 +31%
UBS AM
12
UBS AM
Illinois
$257M -$4.33M -26,897 -2%
N
13
Nuveen
North Carolina
$250M -$17.9M -111,335 -7%
Invesco
14
Invesco
Georgia
$249M -$12.3M -76,059 -5%
SI
15
Standard Investments
New York
$247M
Northern Trust
16
Northern Trust
Illinois
$232M +$6.26M +38,832 +3%
Fidelity International
17
Fidelity International
Bermuda
$215M +$1.89M +11,720 +0.9%
Franklin Resources
18
Franklin Resources
California
$177M -$8.9M -55,206 -5%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$177M +$51.6M +319,896 +45%
VLKIM
20
Van Lanschot Kempen Investment Management
Netherlands
$176M +$2.18M +13,518 +1%
PCM
21
Palestra Capital Management
New York
$174M -$16.8M -104,140 -9%
Norges Bank
22
Norges Bank
Norway
$156M +$40.6M +251,773 +39%
Charles Schwab
23
Charles Schwab
California
$151M +$2.05M +12,708 +1%
Morgan Stanley
24
Morgan Stanley
New York
$150M -$8.39M -52,081 -6%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$142M +$4.47M +27,751 +3%

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.