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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
BNP Paribas Asset Management
151
BNP Paribas Asset Management
France
$5K +$2.02K +240 +52%
US Bancorp
152
US Bancorp
Minnesota
$4.76K -$61.8K -7,329 -91%
Optiver Holding
153
Optiver Holding
Netherlands
$4.71K +$6.16K +730 New
VCM
154
Versant Capital Management
Arizona
$4.63K +$4.4K +521 +264%
SPIA
155
Steward Partners Investment Advisory
New York
$4.2K +$3.08K +365 +128%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$4.17K -$987 -117 -15%
AAP
157
Arax Advisory Partners
Colorado
$3.93K +$5.14K +609 New
SIS
158
Sound Income Strategies
Florida
$3.08K
HCA
159
Harbor Capital Advisors
Illinois
$3K +$3.52K +417 New
LFG
160
Larson Financial Group
Missouri
$2.48K +$2.62K +311 +420%
CFFP
161
Center for Financial Planning
Michigan
$2.46K
BCWM
162
Bartlett & Co Wealth Management
Ohio
$1.94K
WANY
163
Wealthspire Advisors (New York)
New York
$1.94K +$2.53K +300 New
WTA
164
Washington Trust Advisors
Massachusetts
$1.63K
DFA
165
DHJJ Financial Advisors
Illinois
$1.39K
PS
166
Principal Securities
Iowa
$1.27K
GI
167
GAMMA Investing
California
$1.1K -$439 -52 -23%
NA
168
NewEdge Advisors
Louisiana
$948
EWA
169
EverSource Wealth Advisors
Alabama
$716 +$76 +9 +9%
CFD
170
Creative Financial Designs
Indiana
$645 -$8.89K -1,054 -91%
CIAM
171
Caitong International Asset Management
Hong Kong
$619 +$810 +96 New
RWM
172
Rialto Wealth Management
New York
$542 +$709 +84 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$517 +$675 +80 New
HIW
174
Holos Integrated Wealth
Pennsylvania
$396
PMFA
175
Plante Moran Financial Advisors
Michigan
$323

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.