726 hedge funds and large institutions have $23.4B invested in PTC in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 262 increasing their positions, 241 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

3.31% less ownership

Funds ownership: 99.61%96.29% (-3.3%)

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.8M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
376
Wealth Enhancement Advisory Services
Minnesota
$946K
Acadian Asset Management
377
Acadian Asset Management
Massachusetts
$936K
ASN
378
Advisory Services Network
Georgia
$934K
Cerity Partners
379
Cerity Partners
New York
$933K
IQI
380
Integrated Quantitative Investments
Washington
$933K
SW
381
SteelPeak Wealth
California
$924K
LCM
382
Logan Capital Management
Pennsylvania
$923K
JIC
383
Johnson Investment Counsel
Ohio
$906K
PAM
384
Panagora Asset Management
Massachusetts
$902K
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$900K
LJAC
386
L.J. Altfest & Co
New York
$897K
A
387
AlphaQuest
New York
$881K
FA
388
Fiduciary Alliance
South Carolina
$872K
OAC
389
OMERS Administration Corp
Ontario, Canada
$870K
AAM
390
Azzad Asset Management
Virginia
$858K
AC
391
Addison Capital
Pennsylvania
$852K
RIM
392
Rakuten Investment Management
Japan
$845K
UIM
393
Unified Investment Management
Georgia
$843K
SA
394
Sanctuary Advisors
Indiana
$836K
Nomura Holdings
395
Nomura Holdings
Japan
$829K
WPC
396
Wedmont Private Capital
Pennsylvania
$827K
ET
397
Equitable Trust
Tennessee
$813K
GC
398
Guggenheim Capital
Illinois
$809K
M&T Bank
399
M&T Bank
New York
$805K
EIP
400
Epoch Investment Partners
New York
$799K