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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

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
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
451
Phoenix Financial
Israel
$378K
ECM
452
Evergreen Capital Management
Washington
$374K
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$371K
VT
454
Vise Technologies
New York
$371K
CPIG
455
Chicago Partners Investment Group
Illinois
$371K
AA
456
Advisory Alpha
Michigan
$369K
SFI
457
Siemens Fonds Invest
Germany
$359K
JSL
458
JT Stratford LLC
Georgia
$358K
FCM
459
Fieldview Capital Management
Michigan
$355K
GIA
460
Gateway Investment Advisers
Ohio
$354K
MSR
461
Main Street Research
Connecticut
$354K
Northwestern Mutual Wealth Management
462
Northwestern Mutual Wealth Management
Wisconsin
$350K
PWG
463
Portside Wealth Group
Utah
$349K
BAM
464
Belpointe Asset Management
Nevada
$347K
SCA
465
Snowden Capital Advisors
New York
$347K
GWA
466
Gratus Wealth Advisors
Virginia
$345K
NG
467
Norden Group
Utah
$345K
KHCM
468
Kirtland Hills Capital Management
Ohio
$343K
ACM
469
Andina Capital Management
Utah
$336K
KCP
470
Kera Capital Partners
California
$331K
DT
471
Diversified Trust
Tennessee
$327K
HFS
472
Hantz Financial Services
Michigan
$325K
FTWA
473
Fifth Third Wealth Advisors
Ohio
$322K
RFN
474
RDA Financial Network
Iowa
$311K
Balyasny Asset Management
475
Balyasny Asset Management
Illinois
$311K