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Portillo's
PTLO

Overview Fund Activity

197 hedge funds and large institutions have $798M invested in Portillo's in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
71
Reduced
55
Closed
30
Calls
$23M
Puts
$21.8M
Net Calls
+$1.23M
Net Calls Change
+$2.63M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$24.4M
2
WP
Woodline Partners
California
$29.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$67.4M
4
Goldman Sachs
Goldman Sachs
New York
$13.8M
5
Millennium Management
Millennium Management
New York
$7.9M

Top Sellers

1
BP
Berkshire Partners
Massachusetts
$12.2M
2
NL
Nuveen LLC
North Carolina
$1.29M
3
EC
Engaged Capital
California
$56.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
SCM
Soros Capital Management
New York
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$3.5K – – –
SPIA
177
Steward Partners Investment Advisory
New York
$3.34K – – –
WTA
178
Washington Trust Advisors
Massachusetts
$2.95K – – –
GI
179
GAMMA Investing
California
$2.59K -$4.56K -391 -64%
DFA
180
DHJJ Financial Advisors
Illinois
$2.51K – – –
VCM
181
Versant Capital Management
Arizona
$2.3K -$3.76K -322 -62%
PS
182
Principal Securities
Iowa
$2.3K -$70 -6 -3%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +171 New
TSMHT
184
Thurston Springer Miller Herd & Titak
Indiana
$1.98K – – –
NA
185
NewEdge Advisors
Louisiana
$1.72K – – –
EWA
186
EverSource Wealth Advisors
Alabama
$1.19K -$630 -54 -35%
BTC
187
Bank & Trust Company
Illinois
$1.17K – – –
BAM
188
Bellevue Asset Management
Washington
$1.12K – – –
HB
189
Horizon Bancorp
Indiana
$1K – – –
RIL
190
Rothschild Investment LLC
Illinois
$875 -$467 -40 -35%
LFG
191
Larson Financial Group
Missouri
$864 -$327 -28 -27%
PMFA
192
Plante Moran Financial Advisors
Michigan
$584 – – –
HIW
193
Holos Integrated Wealth
Pennsylvania
$490 – – –
S
194
SignatureFD
Georgia
$478 -$12.9K -1,109 -96%
SIS
195
Strategic Investment Solutions
Illinois
$350 – – –
PA
196
Parallel Advisors
California
$350 +$350 +30 New
Point72 Asset Management
197
Point72 Asset Management
Connecticut
– -$4.13M -347,068 Closed
Marshall Wace
198
Marshall Wace
United Kingdom
– -$2.85M -239,890 Closed
GIM
199
Granahan Investment Management
Massachusetts
– -$1.86M -156,707 Closed
CSS
200
Cubist Systematic Strategies
Connecticut
– -$1.24M -103,926 Closed
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8
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