726 hedge funds and large institutions have $23.4B invested in PTC in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 262 increasing their positions, 241 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

3.31% less ownership

Funds ownership: 99.61%96.29% (-3.3%)

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.8M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
501
Greenleaf Trust
Michigan
$342K
CWM
502
Calamos Wealth Management
Illinois
$332K
Jones Financial Companies
503
Jones Financial Companies
Missouri
$330K
CTC
504
Central Trust Company
Missouri
$329K
FTWA
505
Fifth Third Wealth Advisors
Ohio
$328K
AWA
506
Aaron Wealth Advisors
Illinois
$326K
AWM
507
Aprio Wealth Management
Georgia
$320K
VCM
508
Voleon Capital Management
California
$318K
SC
509
Syon Capital
California
$317K
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$315K
ACM
511
Argyle Capital Management
Pennsylvania
$315K
AF
512
Aviso Financial
Ontario, Canada
$311K
FCP
513
Fidelis Capital Partners
Florida
$308K
RFN
514
RDA Financial Network
Iowa
$304K
GFP
515
Gryphon Financial Partners
Ohio
$304K
SGAM
516
Smith Group Asset Management
Texas
$298K
Los Angeles Capital Management
517
Los Angeles Capital Management
California
$296K
SQA
518
Simon Quick Advisors
New Jersey
$295K
SWA
519
Sax Wealth Advisors
New Jersey
$292K
PFM
520
Patton Fund Management
Texas
$290K
BWM
521
Baron Wealth Management
Michigan
$289K
PA
522
Parallel Advisors
California
$286K
XT
523
XTX Topco
Cayman Islands
$285K
AUB
524
Atlantic Union Bankshares
Virginia
$283K
P
525
&Partners
Tennessee
$282K