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Portillo's

190 hedge funds and large institutions have $248M invested in Portillo's in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 54

3% more funds holding

Funds holding: 184190 (+6)

5.55% less ownership

Funds ownership: 81.42%75.86% (-5.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

34% less capital invested

Capital invested by funds: $377M → $248M (-$129M)

43% less call options, than puts

Call options by funds: $7.9M | Put options by funds: $13.9M

Holders
190
Holders Change
+6
Holders Change %
+3.26%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
45
Increased
63
Reduced
54
Closed
35
Calls
$7.9M
Puts
$13.9M
Net Calls
-$6.02M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1
Orbis Allan Gray
Bermuda
$31.8M +$810K +155,205 +2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$24M -$1.41M -270,554 -5%
BlackRock
3
BlackRock
New York
$22.9M +$2.11M +404,931 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.1M -$6.33M -1,212,467 -23%
Goldman Sachs
5
Goldman Sachs
New York
$12.4M +$8.61M +1,649,853 +153%
Millennium Management
6
Millennium Management
New York
$10.4M +$11.9M +2,279,826 New
ZIG
7
Zuckerman Investment Group
Illinois
$8.92M +$598K +114,525 +6%
Citadel Advisors
8
Citadel Advisors
Florida
$7.72M -$78.7K -15,073 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.61M +$647K +124,009 +8%
EC
10
Engaged Capital
California
$6.97M -$18.4M -3,534,311 -70%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$6.3M -$3.88M -744,041 -35%
Renaissance Technologies
12
Renaissance Technologies
New York
$5.47M +$3.6M +688,800 +133%
State Street
13
State Street
Massachusetts
$5.44M -$271K -51,932 -4%
Select Equity Group
14
Select Equity Group
New York
$5.18M +$858K +164,297 +17%
Jane Street
15
Jane Street
New York
$5.14M +$5.06M +968,648 +594%
Franklin Resources
16
Franklin Resources
California
$5.08M -$1.14M -219,254 -16%
Morgan Stanley
17
Morgan Stanley
New York
$4.96M +$1.65M +316,378 +41%
BP
18
Berkshire Partners
Massachusetts
$4.75M
William Blair & Company
19
William Blair & Company
Illinois
$4.47M -$1.46M -278,896 -22%
Squarepoint
20
Squarepoint
New York
$3.66M +$1.59M +303,642 +60%
Bank of America
21
Bank of America
North Carolina
$3.1M +$2.27M +434,988 +176%
Charles Schwab
22
Charles Schwab
California
$2.92M +$775K +148,387 +30%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$2.8M +$2.06M +394,590 +178%
UBS Group
24
UBS Group
Switzerland
$2.71M -$1.97M -376,970 -39%
Northern Trust
25
Northern Trust
Illinois
$2.54M -$241K -46,118 -8%

PTLO Hedge Fund Activity: Q4 2025 in Review

190 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Portillo's (PTLO) for Q4 2025, worth a combined $248M — down 34% from $377M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PTLO positions and 35 closed out — a net gain of 10 holders — while 63 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $11.9M. The largest seller was Engaged Capital, cutting an estimated $18.4M.

  • 190 institutional investors held Portillo's (PTLO) as of Q4 2025, up from 184 in Q3 2025.
  • Funds reported $248M of Portillo's stock for Q4 2025, down 34% quarter-over-quarter.
  • 45 funds opened new Portillo's positions in Q4 2025 and 35 closed out, a net change of +10 holders.
  • The largest Portillo's buyer in Q4 2025 was Millennium Management, an estimated $11.9M added.
  • The largest Portillo's seller in Q4 2025 was Engaged Capital, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2025.