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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 %
OL
551
OneFund LLC
Florida
$53K +$53K +309 New
CH
552
Cromwell Holdings
Wyoming
$52.9K +$1.55K +9 +3%
TFA
553
Toth Financial Advisory
Virginia
$51.7K – – –
VIS
554
Vega Investment Solutions
France
$49.1K -$45.7K -265 -48%
AssetMark Inc
555
AssetMark Inc
California
$46.2K +$35.7K +207 +339%
PS
556
Pinney & Scofield
Massachusetts
$44.1K – – –
M
557
MOTCO
Texas
$40.2K – – –
PFBT
558
Parkside Financial Bank & Trust
Missouri
$39.8K – – –
BCMLT
559
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.9K -$3.1K -18 -7%
MSWM
560
Mowery & Schoenfeld Wealth Management
Illinois
$34.5K – – –
AAP
561
Arax Advisory Partners
Colorado
$34.3K +$7.41K +43 +28%
CCM
562
Chilton Capital Management
Texas
$30.2K – – –
NA
563
NewEdge Advisors
Louisiana
$29K +$862 +5 +3%
BCWM
564
Bartlett & Co Wealth Management
Ohio
$28.8K -$172 -1 -0.6%
NC
565
NewSquare Capital
Pennsylvania
$25.2K +$2.76K +16 +12%
VCM
566
Versant Capital Management
Arizona
$24.3K +$17.4K +101 +253%
IA
567
IFP Advisors
Florida
$22.2K +$11K +64 +98%
HWM
568
Hemington Wealth Management
Virginia
$22K +$5.75K +34 +35%
SS
569
SBI Securities
Japan
$21.5K +$345 +2 +2%
RIL
570
Rothschild Investment LLC
Illinois
$21.4K -$10.5K -61 -33%
OWA
571
Opal Wealth Advisors
New York
$20.7K +$20.7K +120 New
TPCW
572
TD Private Client Wealth
New York
$20K -$5.52K -32 -22%
GKIM
573
GW&K Investment Management
Massachusetts
$19K -$3.22K -19 -15%
QL
574
Quarry LP
New York
$18.8K -$126K -733 -87%
GM
575
GeoWealth Management
Illinois
$18.3K +$18.3K +106 New
21 22
23
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