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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
HNB
526
Huntington National Bank
Ohio
$141K +$63.7K +403 +69%
ACM
527
Aster Capital Management
United Arab Emirates
$138K +$141K +893 New
SAM
528
Smartleaf Asset Management
Massachusetts
$136K -$316 -2 -0.2%
SPIA
529
Steward Partners Investment Advisory
New York
$132K -$52.3K -331 -26%
LFG
530
Larson Financial Group
Missouri
$126K +$48.7K +308 +53%
PWPS
531
Pinnacle Wealth Planning Services
Ohio
$126K +$11.5K +73 +9%
HI
532
Harbour Investments
Wisconsin
$116K +$107K +676 +501%
EWA
533
EverSource Wealth Advisors
Alabama
$107K +$14.1K +89 +13%
MG
534
Mather Group
Illinois
$106K +$118K +746 New
CI
535
CX Institutional
Indiana
$104K -$33K -209 -22%
QL
536
Quarry LP
New York
$102K +$113K +717 New
AssetMark Inc
537
AssetMark Inc
California
$99.3K +$46.9K +297 +74%
PCM
538
Penserra Capital Management
California
$95K +$3.32K +21 +3%
AF
539
Allworth Financial
California
$92.7K +$40.8K +258 +66%
MCM
540
Manchester Capital Management
Vermont
$89.2K -$632 -4 -0.6%
AA
541
Ancora Advisors
Ohio
$78.7K +$66.2K +419 +315%
NAAA
542
New Age Alpha Advisors
New York
$78.1K
Los Angeles Capital Management
543
Los Angeles Capital Management
California
$75.8K -$141K -890 -63%
LSA
544
Leonteq Securities AG
Switzerland
$74.2K -$105K -667 -56%
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$71.8K +$1.42K +9 +2%
DCU
546
Dara Capital US
Florida
$69K
UB
547
UMB Bank
Missouri
$68.1K -$16K -101 -17%
IAAG
548
Innovative Asset Advisors Group
Connecticut
$65.4K +$72.5K +459 New
AAP
549
Arax Advisory Partners
Colorado
$64.2K -$11.4K -72 -14%
AUB
550
Atlantic Union Bankshares
Virginia
$59.3K -$154K -976 -70%