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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
AIP
126
Ameritas Investment Partners
Nebraska
$35.7K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$34K +$20.3K +2,401 +84%
SOW
128
State of Wyoming
Wyoming
$29.2K +$24.4K +2,893 +177%
SCM
129
Sterling Capital Management
North Carolina
$26.4K +$21.7K +2,569 +169%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$26.2K -$169 -20 -0.5%
NS
131
NBC Securities
Alabama
$21.3K -$41.7K -4,947 -60%
AF
132
Allworth Financial
California
$17.8K +$481 +57 +2%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$17.7K +$11.8K +1,400 +104%
GWM
134
Geneos Wealth Management
Colorado
$17.7K +$2.11K +250 +10%
EA
135
Emerald Advisers
Pennsylvania
$16.6K -$10.9M -1,290,915 -100%
SS
136
Sunbelt Securities
Texas
$16.4K
Comerica Bank
137
Comerica Bank
Texas
$16.3K -$30.1K -3,571 -59%
TRCT
138
Tower Research Capital (TRC)
New York
$13.4K -$51.2K -6,062 -75%
HCM
139
Hollencrest Capital Management
California
$12.9K
SWM
140
Spire Wealth Management
Virginia
$12.9K
AB
141
Amalgamated Bank
New York
$12K
WWM
142
Wolff Wiese Magana
California
$12K -$20.4K -2,422 -57%
TFGT
143
TS Financial Group (TSFG)
Illinois
$11K -$5.06K -600 -26%
PE
144
Point72 Europe
United Kingdom
$9.95K +$13K +1,542 New
IA
145
IFP Advisors
Florida
$8.97K -$42 -5 -0.4%
TC
146
Truvestments Capital
Florida
$8.38K -$295 -35 -3%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$7.22K -$12.5K -1,476 -57%
HI
148
Harbour Investments
Wisconsin
$6.97K +$844 +100 +10%
NB
149
NBT Bank
New York
$6.45K -$8.39K -994 -99%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$6.45K +$8.44K +1,000 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.