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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 %
VanEck Associates
476
VanEck Associates
New York
$262K -$105K -610 -29%
PF
477
Phoenix Financial
Israel
$258K +$21K +122 +9%
ORC
478
O'Rourke & Company
Massachusetts
$258K +$258K +1,496 New
Cerity Partners
479
Cerity Partners
New York
$257K +$257K +1,490 New
PAS
480
Park Avenue Securities
New York
$255K +$255K +1,477 New
Kovitz Investment Group Partners
481
Kovitz Investment Group Partners
Illinois
$252K -$64.3K -373 -20%
Bessemer Group
482
Bessemer Group
New Jersey
$247K -$46K -269 -16%
SWA
483
Sax Wealth Advisors
New Jersey
$246K +$246K +1,430 New
PFM
484
Patton Fund Management
Texas
$246K +$246K +1,429 New
MM
485
MQS Management
New York
$244K -$432K -2,504 -64%
BPA
486
Beacon Pointe Advisors
California
$241K – – –
BWP
487
BSW Wealth Partners
Colorado
$240K -$8.79K -51 -4%
BIM
488
Bridges Investment Management
Nebraska
$239K +$3.1K +18 +1%
TC
489
TownSquare Capital
Utah
$237K -$3.89M -22,560 -94%
CAM
490
Claret Asset Management
Quebec, Canada
$237K +$237K +1,373 New
Jones Financial Companies
491
Jones Financial Companies
Missouri
$235K +$72.7K +429 +45%
SQA
492
Simon Quick Advisors
New Jersey
$235K +$235K +1,363 New
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$234K +$234K +1,358 New
TAM
494
Trust Asset Management
Texas
$234K – – –
SW
495
SteelPeak Wealth
California
$232K -$986K -5,723 -81%
DWM
496
Dynasty Wealth Management
Florida
$227K -$35.7K -207 -14%
CWM
497
Circle Wealth Management
New Jersey
$226K +$226K +1,312 New
SC
498
Syon Capital
California
$225K -$52K -302 -19%
PFGIA
499
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$222K +1,291 New
DC
500
DeDora Capital
California
$222K +$222K +1,287 New
18 19
20
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