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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
PF
451
Phoenix Financial
Israel
$378K -$13.7K -87 -3%
ECM
452
Evergreen Capital Management
Washington
$374K +$131K +831 +46%
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$207K +1,313 +102%
VT
454
Vise Technologies
New York
$371K
CPIG
455
Chicago Partners Investment Group
Illinois
$371K +$108K +686 +35%
AA
456
Advisory Alpha
Michigan
$369K +$74.8K +473 +22%
SFI
457
Siemens Fonds Invest
Germany
$359K
JSL
458
JT Stratford LLC
Georgia
$358K -$15.3K -97 -4%
FCM
459
Fieldview Capital Management
Michigan
$355K +$394K +2,490 New
GIA
460
Gateway Investment Advisers
Ohio
$354K +$393K +2,484 New
MSR
461
Main Street Research
Connecticut
$354K +$392K +2,481 New
Northwestern Mutual Wealth Management
462
Northwestern Mutual Wealth Management
Wisconsin
$350K +$40.6K +257 +12%
PWG
463
Portside Wealth Group
Utah
$349K +$11.1K +70 +3%
BAM
464
Belpointe Asset Management
Nevada
$347K +$385K +2,435 New
SCA
465
Snowden Capital Advisors
New York
$347K +$5.37K +34 +1%
GWA
466
Gratus Wealth Advisors
Virginia
$345K -$26.4K -167 -6%
NG
467
Norden Group
Utah
$345K -$70.8K -448 -16%
KHCM
468
Kirtland Hills Capital Management
Ohio
$343K -$49K -310 -11%
ACM
469
Andina Capital Management
Utah
$336K +$372K +2,355 New
KCP
470
Kera Capital Partners
California
$331K -$44.7K -283 -11%
DT
471
Diversified Trust
Tennessee
$327K +$15.8K +100 +5%
HFS
472
Hantz Financial Services
Michigan
$325K +$276K +1,746 +325%
FTWA
473
Fifth Third Wealth Advisors
Ohio
$322K +$107K +680 +43%
RFN
474
RDA Financial Network
Iowa
$311K +$100K +634 +41%
Balyasny Asset Management
475
Balyasny Asset Management
Illinois
$311K -$27.8M -175,962 -99%