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Portillo's

184 hedge funds and large institutions have $377M invested in Portillo's in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 198184 (-14)

25% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 52

25.37% less ownership

Funds ownership: 106.79%81.42% (-25%)

45% less call options, than puts

Call options by funds: $9.93M | Put options by funds: $17.9M

53% less capital invested

Capital invested by funds: $799M → $377M (-$421M)

Holders
184
Holders Change
-14
Holders Change %
-7.07%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
62
Reduced
55
Closed
52
Calls
$9.93M
Puts
$17.9M
Net Calls
-$8M
Net Calls Change
-$9.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$833K
HF
52
HRT Financial
New York
$806K +$1.06M +125,029 New
American Century Companies
53
American Century Companies
Missouri
$723K +$165K +19,518 +21%
Jennison Associates
54
Jennison Associates
New York
$723K +$946K +112,084 New
N
55
Nuveen
North Carolina
$714K
Osaic Holdings
56
Osaic Holdings
Arizona
$710K +$38.4K +4,553 +5%
LPL Financial
57
LPL Financial
California
$664K +$88.6K +10,498 +11%
CM
58
Caption Management
Oklahoma
$645K +$844K +100,000 New
UBS AM
59
UBS AM
Illinois
$591K -$599K -71,010 -44%
4A
60
4Wealth Advisors
Illinois
$547K +$360K +42,687 +101%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$544K -$47.2K -5,598 -6%
Barclays
62
Barclays
United Kingdom
$541K -$217K -25,664 -23%
Legal & General Group
63
Legal & General Group
United Kingdom
$478K
QT
64
Quantbot Technologies
New York
$477K +$624K +74,008 New
CFG
65
Citizens Financial Group
Rhode Island
$452K +$591K +70,098 New
KCM
66
Kornitzer Capital Management
Kansas
$447K -$2.01M -237,985 -77%
DSCM
67
Divisadero Street Capital Management
Florida
$434K
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$407K +$140K +16,605 +36%
JP Morgan Chase
69
JP Morgan Chase
New York
$392K -$4.06M -480,924 -89%
CFA
70
Capstone Financial Advisors
Illinois
$379K +$295K +35,000 +147%
Wells Fargo
71
Wells Fargo
California
$365K +$93.6K +11,092 +24%
MFS
72
Miller Financial Services
Michigan
$344K -$89.6K -10,616 -17%
Fuller & Thaler Asset Management
73
Fuller & Thaler Asset Management
California
$335K +$438K +51,935 New
GCM
74
Graham Capital Management
Connecticut
$315K +$303K +35,900 +278%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$290K +$379K +44,900 New

PTLO Hedge Fund Activity: Q3 2025 in Review

184 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Portillo's (PTLO) for Q3 2025, worth a combined $377M — down 53% from $799M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of PTLO and 39 opened new positions — a net loss of 13 holders — while 55 trimmed existing stakes and 62 added.

The largest buyer was Susquehanna International Group, adding an estimated $5.11M. The largest seller was Woodline Partners, exiting entirely with an estimated $29.5M sold.

  • 184 institutional investors held Portillo's (PTLO) as of Q3 2025, down from 198 in Q2 2025.
  • Funds reported $377M of Portillo's stock for Q3 2025, down 53% quarter-over-quarter.
  • 39 funds opened new Portillo's positions in Q3 2025 and 52 closed out, a net change of -13 holders.
  • The largest Portillo's buyer in Q3 2025 was Susquehanna International Group, an estimated $5.11M added.
  • The largest Portillo's seller in Q3 2025 was Woodline Partners, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2025.