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Portillo's
PTLO

Overview Fund Activity

195 hedge funds and large institutions have $742M invested in Portillo's in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
63
Reduced
46
Closed
38
Calls
$20.4M
Puts
$21.8M
Net Calls
-$1.4M
Net Calls Change
+$2.69M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$58.3M
2
FAM
Fred Alger Management
New York
+$17.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$14.7M
4
Ameriprise
Ameriprise
Minnesota
+$14.2M
5
Select Equity Group
Select Equity Group
New York
+$11.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$19.1M
2
Marshall Wace
Marshall Wace
United Kingdom
-$18M
3
HCM
Hodges Capital Management
Texas
-$9.79M
4
EC
Engaged Capital
California
-$7.55M
5
Morgan Stanley
Morgan Stanley
New York
-$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$22K +$4.92K +417 +29%
IA
152
IFP Advisors
Florida
$16.6K +$8.32K +700 +100%
TC
153
Truvestments Capital
Florida
$15.9K – – –
CIAM
154
Caitong International Asset Management
Hong Kong
$15.7K +$14.2K +1,192 +946%
CFD
155
Creative Financial Designs
Indiana
$13.7K – – –
S
156
SignatureFD
Georgia
$13.7K +$13.2K +1,109 +2,705%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$13.1K +$59 +5 +0.5%
SWC
158
Spectrum Wealth Counsel
Indiana
$11.9K – – –
NB
159
NBT Bank
New York
$11.9K – – –
CCM
160
Coldstream Capital Management
Washington
$11.4K +$11.4K +958 New
GIA
161
GHP Investment Advisors
Colorado
$7.49K +$7.49K +630 New
GI
162
GAMMA Investing
California
$7.29K +$7.08K +595 +3,306%
WPA
163
West Paces Advisors
Georgia
$7.13K – – –
VCM
164
Versant Capital Management
Arizona
$6.17K +$4K +336 +184%
SIS
165
Sound Income Strategies
Florida
$5.95K – – –
AA
166
Ancora Advisors
Ohio
$5.66K – – –
T
167
Transce3nd
Texas
$5.22K – – –
PTC
168
Private Trust Company
Ohio
$5.13K +$5.13K +431 New
CFFP
169
Center for Financial Planning
Michigan
$4.54K – – –
BCWM
170
Bartlett & Co Wealth Management
Ohio
$3.57K – – –
SPIA
171
Steward Partners Investment Advisory
New York
$3.4K – – –
WTA
172
Washington Trust Advisors
Massachusetts
$3.01K – – –
SIM
173
Studio Investment Management
Illinois
$2.97K -$309 -26 -9%
SCM
174
Sterling Capital Management
North Carolina
$2.89K -$2.1K -177 -42%
DFA
175
DHJJ Financial Advisors
Illinois
$2.56K – – –
5 6
7
8 9