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692 hedge funds and large institutions have $16.2B invested in PTC in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 274 increasing their positions, 234 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 234

2.32% less ownership

Funds ownership: 98.06%95.74% (-2.3%)

4% less funds holding

Funds holding: 720692 (-28)

12% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 113

20% less capital invested

Capital invested by funds: $20.3B → $16.2B (-$4.08B)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

49% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $82M

Holders
692
Holders Change
-28
Holders Change %
-3.89%
% of All Funds
8.52%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.14%
New
99
Increased
274
Reduced
234
Closed
113
Calls
$42.1M
Puts
$82M
Net Calls
-$39.9M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AHL
426
Abel Hall LLC
Louisiana
$447K +$496K +3,136 New
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
$438K +$126K +795 +35%
Focus Partners Wealth
428
Focus Partners Wealth
Massachusetts
$435K -$1.04M -6,577 -68%
KAS
429
Kestra Advisory Services
Texas
$429K +$58.3K +369 +14%
WI
430
Wahed Invest
New York
$424K -$25.1K -159 -5%
QI
431
Qtron Investments
Massachusetts
$423K +$632 +4 +0.1%
AWA
432
Aaron Wealth Advisors
Illinois
$418K +$70K +443 +18%
GXJ
433
Global X Japan
Japan
$414K +$19.6K +124 +4%
LNWTC
434
Laird Norton Wetherby Trust Company
Washington
$407K +$11.2K +71 +3%
UCFA
435
United Capital Financial Advisors
Texas
$407K +$268K +1,695 +146%
GC
436
Guggenheim Capital
Illinois
$407K -$192K -1,214 -30%
William Blair & Company
437
William Blair & Company
Illinois
$406K +$143K +907 +47%
ECM
438
Everence Capital Management
Indiana
$402K -$116K -736 -21%
SO
439
STRS Ohio
Ohio
$402K -$5.85K -37 -1%
MML Investors Services
440
MML Investors Services
Massachusetts
$400K +$22.3K +141 +5%
YMRC
441
Yorktown Management & Research Company
Virginia
$399K
CG
442
Caprock Group
Idaho
$395K -$187K -1,186 -30%
CA
443
Continuum Advisory
Idaho
$395K -$9.48K -60 -2%
Commonwealth Equity Services
444
Commonwealth Equity Services
Massachusetts
$390K -$186K -1,179 -30%
Massachusetts Financial Services
445
Massachusetts Financial Services
Massachusetts
$390K -$5.53K -35 -1%
GA
446
GraniteShares Advisors
New York
$388K -$48.5K -307 -10%
CIBC World Market
447
CIBC World Market
Ontario, Canada
$387K +$46K +291 +12%
BTI
448
Blue Trust Inc
Georgia
$382K
RMC
449
Resources Management Corp
Connecticut
$380K +$54K +342 +15%
VCM
450
Versant Capital Management
Arizona
$378K +$278K +1,760 +197%