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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 %
PCM
526
Penserra Capital Management
California
$111K +$12.6K +74 +13%
BBHC
527
Brown Brothers Harriman & Co
New York
$108K +$52K +302 +94%
HWA
528
Heritage Wealth Advisors
Virginia
$106K – – –
IWA
529
Icon Wealth Advisors
Texas
$103K +$103K +596 New
OIAM
530
OFI Invest Asset Management
France
$97.3K +$40.4K +275 +71%
CIM
531
CCLA Investment Management
United Kingdom
$94.6K +$94.6K +549,278 New
NAAA
532
New Age Alpha Advisors
New York
$94.4K -$14K -81 -13%
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$94K +$15K +87 +19%
T
534
TOBAM
France
$93K +$63.3K +369 +213%
UB
535
UMB Bank
Missouri
$89.6K +$38.9K +226 +77%
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$88.6K +$22.2K +129 +34%
LFG
537
Larson Financial Group
Missouri
$83.1K +$30.7K +178 +59%
PS
538
Principal Securities
Iowa
$80.7K -$58.8K -341 -42%
CCA
539
Catalyst Capital Advisors
New York
$78.1K +$78.1K +453 New
HNB
540
Huntington National Bank
Ohio
$70.7K +$1.03K +6 +1%
MCM
541
MAI Capital Management
Ohio
$69.9K +$16K +93 +30%
IIM
542
Intact Investment Management
Quebec, Canada
$68.9K +$68.9K +400 New
CA
543
Crewe Advisors
Utah
$66.4K -$9.48K -55 -13%
ZBNA
544
Zions Bancorporation, National Association
Utah
$64.6K +$20.9K +121 +48%
SIM
545
Sentry Investment Management
Wisconsin
$63K – – –
MSE
546
MUFG Securities EMEA
United Kingdom
$61K +$61K +354 New
C
547
Covestor
United Kingdom
$61K -$13K -75 -18%
GWM
548
Geneos Wealth Management
Colorado
$56.2K +$5K +29 +10%
GRP
549
Global Retirement Partners
California
$55.5K +$55.5K +322 New
SAM
550
Smartleaf Asset Management
Massachusetts
$53.3K -$6.1K -36 -10%
20 21
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