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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
OAM
476
Ostrum Asset Management
France
$303K
Cambridge Investment Research Advisors
477
Cambridge Investment Research Advisors
Iowa
$303K
S
478
SignatureFD
Georgia
$301K
MYAM
479
Meiji Yasuda Asset Management
Japan
$296K
DC
480
Davenport & Co
Virginia
$295K
DM
481
Diversified Management
Wisconsin
$294K
NC
482
nVerses Capital
Florida
$293K
CLOS
483
Compagnie Lombard Odier SCmA
Switzerland
$285K
AWM
484
Apollon Wealth Management
South Carolina
$285K
SC
485
Savant Capital
Illinois
$284K
TPI
486
Trust Point Inc
Wisconsin
$281K
PPWP
487
Premier Path Wealth Partners
New Jersey
$278K
WIA
488
World Investment Advisors
California
$276K
HIP
489
HUB Investment Partners
Texas
$272K
AIM
490
Aigen Investment Management
New York
$262K
FA
491
Fiduciary Alliance
South Carolina
$261K
AG
492
Ascent Group
Virginia
$260K
AWS
493
Aspen Wealth Strategies
Colorado
$259K
SWA
494
Sax Wealth Advisors
New Jersey
$255K
GT
495
Greenleaf Trust
Michigan
$255K
FGC
496
First Growth Capital
Maryland
$249K
P
497
&Partners
Tennessee
$244K
PA
498
Parallel Advisors
California
$243K
Acadian Asset Management
499
Acadian Asset Management
Massachusetts
$242K
CG
500
CFO4Life Group
Texas
$236K