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Portillo's

198 hedge funds and large institutions have $799M invested in Portillo's in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 54

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

8.37% more ownership

Funds ownership: 98.42%106.79% (+8.4%)

8% more capital invested

Capital invested by funds: $742M → $799M (+$56.4M)

1% more funds holding

Funds holding: 196198 (+2)

6% more call options, than puts

Call options by funds: $23M | Put options by funds: $21.8M

Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
2.61%
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
72
Reduced
54
Closed
30
Calls
$23M
Puts
$21.8M
Net Calls
+$1.23M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$74.2M +$4.44M +384,455 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.4M +$3.19M +276,444 +5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$67.4M +$9.58M +830,460 +17%
EC
4
Engaged Capital
California
$56.4M -$7.48M -647,860 -12%
BlackRock
5
BlackRock
New York
$48.1M +$1.5M +129,799 +3%
Ameriprise
6
Ameriprise
Minnesota
$41.6M +$1.73M +149,931 +4%
WP
7
Woodline Partners
California
$29.5M +$20.5M +1,774,763 +236%
Citadel Advisors
8
Citadel Advisors
Florida
$24.4M +$21.4M +1,857,672 +791%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$22.3M +$2.46M +212,822 +13%
ZIG
10
Zuckerman Investment Group
Illinois
$21.9M +$347K +30,031 +2%
FAM
11
Fred Alger Management
New York
$21.7M +$4.53M +392,783 +27%
William Blair & Company
12
William Blair & Company
Illinois
$19M +$165K +14,303 +0.9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$16.4M +$610K +52,875 +4%
Franklin Resources
14
Franklin Resources
California
$15.7M +$135K +11,725 +0.9%
EA
15
Emerald Advisers
Pennsylvania
$15.1M +$550K +47,637 +4%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$14.7M
State Street
17
State Street
Massachusetts
$14.4M +$333K +28,839 +2%
Goldman Sachs
18
Goldman Sachs
New York
$13.8M +$9.39M +814,090 +222%
BP
19
Berkshire Partners
Massachusetts
$12.2M -$31.3M -2,709,535 -72%
Select Equity Group
20
Select Equity Group
New York
$12.1M -$424K -36,784 -3%
UBS Group
21
UBS Group
Switzerland
$10.7M +$1.47M +127,757 +16%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.54M
HCM
23
Hodges Capital Management
Texas
$8.2M -$1.46M -126,655 -15%
Millennium Management
24
Millennium Management
New York
$7.9M +$7.12M +616,993 +1,024%
PC
25
Pier Capital
Connecticut
$7.73M +$4.62M +400,644 +153%

PTLO Hedge Fund Activity: Q2 2025 in Review

198 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Portillo's (PTLO) for Q2 2025, worth a combined $799M — up 7.6% from $742M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PTLO positions and 30 closed out — a net gain of 3 holders — while 72 added to existing stakes and 54 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $21.4M. The largest seller was Berkshire Partners, cutting an estimated $31.3M.

  • 198 institutional investors held Portillo's (PTLO) as of Q2 2025, up from 196 in Q1 2025.
  • Funds reported $799M of Portillo's stock for Q2 2025, up 7.6% quarter-over-quarter.
  • 33 funds opened new Portillo's positions in Q2 2025 and 30 closed out, a net change of +3 holders.
  • The largest Portillo's buyer in Q2 2025 was Citadel Advisors, an estimated $21.4M added.
  • The largest Portillo's seller in Q2 2025 was Berkshire Partners, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2025.