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PTC
PTC

Overview Fund Activity

657 hedge funds and large institutions have $20.4B invested in PTC in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 272 increasing their positions, 234 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-5
Holders Change %
-0.76%
% of All Funds
8.81%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
82
Increased
272
Reduced
234
Closed
79
Calls
$35.8M
Puts
$11.1M
Net Calls
+$24.7M
Net Calls Change
-$18.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$521M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$430M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$473M
4
JCM
Junto Capital Management
New York
$83.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.54B

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$8.48M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$89.7M
3
PIMC
Praesidium Investment Management Company
New York
$0
4
LIP
Liontrust Investment Partners
United Kingdom
$116M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
451
Horizon Investments
North Carolina
$330K +$30.7K +178 +10%
FCP
452
Fidelis Capital Partners
Florida
$326K +$5.18K +24 +2%
QCG
453
Quadrant Capital Group
Ohio
$324K -$538K -3,119 -62%
UBP
454
Union Bancaire Privee
Switzerland
$315K +$153K +900 +94%
AWS
455
Aspen Wealth Strategies
Colorado
$314K -$61.7K -358 -16%
MS
456
Maven Securities
Jersey
$311K +$311K +1,804 New
JCM
457
Janney Capital Management
Pennsylvania
$307K -$38.2K -222 -11%
CL
458
Choreo LLC
Illinois
$297K +$297K +1,726 New
TPI
459
Trust Point Inc
Wisconsin
$296K -$87.5K -508 -23%
Mercer Global Advisors
460
Mercer Global Advisors
Colorado
$295K -$7.58K -44 -3%
CTC
461
Central Trust Company
Missouri
$293K -$78.4K -455 -21%
AAS
462
Avantax Advisory Services
Texas
$292K +$292K +1,694 New
S
463
SignatureFD
Georgia
$292K +$94.4K +548 +48%
AF
464
Aviso Financial
Ontario, Canada
$291K +$11.4K +66 +4%
GFP
465
Gryphon Financial Partners
Ohio
$291K +$291K +1,686 New
SC
466
Savant Capital
Illinois
$285K +$285K +1,654 New
Connor, Clark & Lunn Investment Management (CC&L)
467
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$283K +$283K +1,645 New
SPC
468
Sigma Planning Corp
Michigan
$283K -$291K -1,686 -51%
GT
469
Greenleaf Trust
Michigan
$283K +$283K +1,642 New
MPM
470
MBB Public Markets
Illinois
$276K -$63.8K -370 -19%
B
471
Bellecapital
Switzerland
$276K +$11.4K +66 +4%
GWM
472
Gibbs Wealth Management
Georgia
$276K +$276K +1,599 New
AWM
473
Aprio Wealth Management
Georgia
$272K +$13.1K +76 +5%
FTWA
474
Fifth Third Wealth Advisors
Ohio
$272K -$1.03K -6 -0.4%
IC
475
Iconiq Capital
California
$270K +$270K +1,564 New
17 18
19
20 21