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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 %
BMCM
501
Bryn Mawr Capital Management
Pennsylvania
$215K +$215K +1,249 New
BWM
502
Baron Wealth Management
Michigan
$214K +$214K +1,243 New
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$213K +$1.55K +9 +0.7%
MC
504
Moors & Cabot
Massachusetts
$211K +$211K +1,224 New
Focus Partners Wealth
505
Focus Partners Wealth
Massachusetts
$210K +$210K +1,219 New
GWMR
506
GC Wealth Management RIA
Massachusetts
$209K +$209K +1,211 New
UCFA
507
United Capital Financial Advisors
Texas
$206K -$51.7K -300 -20%
PA
508
Pinnacle Associates
New York
$206K +$206K +1,195 New
HH
509
Hilltop Holdings
Texas
$205K +$205K +1,189 New
MWM
510
Modera Wealth Management
New Jersey
$204K +$204K +1,181 New
DCM
511
Delta Capital Management
New Jersey
$202K +$202K +1,170 New
MOS
512
MGO One Seven
Ohio
$202K -$32.9K -191 -14%
AV
513
ASR Vermogensbeheer
Netherlands
$199K -$1.21K -7 -0.6%
AIP
514
Ameritas Investment Partners
Nebraska
$198K – – –
PA
515
Parallel Advisors
California
$193K +$4.65K +27 +2%
TFIPS
516
Towarzystwo Funduszy Inwestycyjnych PZU SA
$186K +$29.3K +170 +19%
SFCL
517
Strengthening Families & Communities LLC
Massachusetts
$181K -$17.6K -102 -9%
EAM
518
Erste Asset Management
Austria
$169K +$169K +1,000 New
GWM
519
Gitterman Wealth Management
New Jersey
$155K +$155K +898 New
MCM
520
Manchester Capital Management
Vermont
$154K +$19.8K +115 +15%
RBI
521
Raiffeisen Bank International
Austria
$141K -$232K -1,378 -62%
CI
522
CX Institutional
Indiana
$137K +$3.27K +19 +2%
SOW
523
State of Wyoming
Wyoming
$132K -$67.6K -392 -34%
BIG
524
Brooklyn Investment Group
New York
$129K +$53.1K +308 +70%
EWA
525
EverSource Wealth Advisors
Alabama
$121K +$49.4K +287 +69%
19 20
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