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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
OAM
476
Ostrum Asset Management
France
$303K +$208K +1,319 +163%
Cambridge Investment Research Advisors
477
Cambridge Investment Research Advisors
Iowa
$303K -$17.4K -110 -5%
S
478
SignatureFD
Georgia
$301K +$34.5K +218 +12%
MYAM
479
Meiji Yasuda Asset Management
Japan
$296K -$37.8K -239 -10%
DC
480
Davenport & Co
Virginia
$295K -$243K -1,537 -43%
DM
481
Diversified Management
Wisconsin
$294K
NC
482
nVerses Capital
Florida
$293K +$325K +2,054 New
CLOS
483
Compagnie Lombard Odier SCmA
Switzerland
$285K
AWM
484
Apollon Wealth Management
South Carolina
$285K +$18.6K +118 +6%
SC
485
Savant Capital
Illinois
$284K +$50.1K +317 +19%
TPI
486
Trust Point Inc
Wisconsin
$281K -$9.64K -61 -3%
PPWP
487
Premier Path Wealth Partners
New Jersey
$278K +$308K +1,948 New
WIA
488
World Investment Advisors
California
$276K +$83.3K +527 +37%
HIP
489
HUB Investment Partners
Texas
$272K +$301K +1,907 New
AIM
490
Aigen Investment Management
New York
$262K +$291K +1,841 New
FA
491
Fiduciary Alliance
South Carolina
$261K -$376K -2,380 -55%
AG
492
Ascent Group
Virginia
$260K +$288K +1,822 New
AWS
493
Aspen Wealth Strategies
Colorado
$259K
SWA
494
Sax Wealth Advisors
New Jersey
$255K
GT
495
Greenleaf Trust
Michigan
$255K +$8.69K +55 +3%
FGC
496
First Growth Capital
Maryland
$249K -$6.16K -39 -2%
P
497
&Partners
Tennessee
$244K +$58.8K +372 +28%
PA
498
Parallel Advisors
California
$243K +$52.2K +330 +24%
Acadian Asset Management
499
Acadian Asset Management
Massachusetts
$242K -$309K -1,957 -53%
CG
500
CFO4Life Group
Texas
$236K +$4.58K +29 +2%