Portillo's
PTLO
196 hedge funds and large institutions have $742M invested in Portillo's in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 38 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 46
39% more capital invested
Capital invested by funds: $535M → $742M (+$207M)
18% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 38
8.98% more ownership
Funds ownership: 89.44% → 98.42% (+9%)
3% more funds holding
Funds holding: 190 → 196 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less call options, than puts
Call options by funds: $20.4M | Put options by funds: $21.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$63.8M |
| 2 |
FAM
Fred Alger Management
New York
|
+$19.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$16.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.5M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$20.9M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$19.7M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$10.7M |
| 4 |
EC
Engaged Capital
Newport Beach,
California
|
-$8.26M |
| 5 |
Morgan Stanley
New York
|
-$8.21M |
PTLO Hedge Fund Activity: Q1 2025 in Review
196 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Portillo's (PTLO) for Q1 2025, worth a combined $742M — up 39% from $535M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new PTLO positions and 38 closed out — a net gain of 7 holders — while 64 added to existing stakes and 46 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $63.8M. The largest seller was UBS Group, cutting an estimated $20.9M.
- 196 institutional investors held Portillo's (PTLO) as of Q1 2025, up from 190 in Q4 2024.
- Funds reported $742M of Portillo's stock for Q1 2025, up 39% quarter-over-quarter.
- 45 funds opened new Portillo's positions in Q1 2025 and 38 closed out, a net change of +7 holders.
- The largest Portillo's buyer in Q1 2025 was AllianceBernstein, an estimated $63.8M added.
- The largest Portillo's seller in Q1 2025 was UBS Group, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2025.