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Portillo's

186 hedge funds and large institutions have $269M invested in Portillo's in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $248M → $269M (+$20.9M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

2% less funds holding

Funds holding: 190186 (-4)

4.3% less ownership

Funds ownership: 75.86%71.56% (-4.3%)

24% less call options, than puts

Call options by funds: $9.61M | Put options by funds: $12.6M

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
57
Reduced
57
Closed
36
Calls
$9.61M
Puts
$12.6M
Net Calls
-$3.02M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$16.1K +$10.7K +1,975 +184%
US Bancorp
127
US Bancorp
Minnesota
$15.9K -$10.3K -1,891 -39%
S
128
SignatureFD
Georgia
$15.9K +$2.62K +482 +19%
SS
129
Sunbelt Securities
Texas
$14.2K +$365 +67 +3%
Walleye Capital
130
Walleye Capital
New York
$13.2K -$393K -72,259 -97%
GWM
131
Geneos Wealth Management
Colorado
$12.4K -$1.09K -200 -8%
SCM
132
Sterling Capital Management
North Carolina
$11.8K -$8.81K -1,620 -42%
HCM
133
Hollencrest Capital Management
California
$10.6K
SWM
134
Spire Wealth Management
Virginia
$10.6K
TFGT
135
TS Financial Group (TSFG)
Illinois
$8K
IA
136
IFP Advisors
Florida
$7.13K -$441 -81 -6%
TC
137
Truvestments Capital
Florida
$7.06K +$190 +35 +3%
HI
138
Harbour Investments
Wisconsin
$7.04K +$1.1K +203 +18%
EWA
139
EverSource Wealth Advisors
Alabama
$6.56K +$4.59K +844 +213%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$6.42K +$3.06K +563 +87%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$5.82K +$4.85K +892 +429%
FFA
142
Farther Finance Advisors
California
$5.44K +$2.69K +494 +96%
LFG
143
Larson Financial Group
Missouri
$4.39K -$27 -5 -0.6%
HCA
144
Harbor Capital Advisors
Illinois
$4K +$1.59K +293 +71%
WWM
145
Wolff Wiese Magana
California
$3.92K -$1.22K -224 -23%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.52K +$3.62K +666 New
RTL
147
Red Tortoise LLC
Georgia
$3.46K
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$3.37K +$3.47K +637 New
ACM
149
Aster Capital Management
United Arab Emirates
$3.13K +$1.43K +263 New
SIS
150
Sound Income Strategies
Florida
$2.7K

PTLO Hedge Fund Activity: Q1 2026 in Review

186 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Portillo's (PTLO) for Q1 2026, worth a combined $269M — up 8.4% from $248M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PTLO positions and 36 closed out — a net gain of 1 holder — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Engaged Capital, adding an estimated $10.4M. The largest seller was Goldman Sachs, cutting an estimated $9.46M.

  • 186 institutional investors held Portillo's (PTLO) as of Q1 2026, down from 190 in Q4 2025.
  • Funds reported $269M of Portillo's stock for Q1 2026, up 8.4% quarter-over-quarter.
  • 37 funds opened new Portillo's positions in Q1 2026 and 36 closed out, a net change of +1 holder.
  • The largest Portillo's buyer in Q1 2026 was Engaged Capital, an estimated $10.4M added.
  • The largest Portillo's seller in Q1 2026 was Goldman Sachs, an estimated $9.46M sold.

Based on aggregated 13F filings for Q1 2026.