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PTC
PTC

Overview Fund Activity

663 hedge funds and large institutions have $18B invested in PTC in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 254 increasing their positions, 234 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
9.01%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.29%
New
99
Increased
254
Reduced
234
Closed
90
Calls
$81.3M
Puts
$38.1M
Net Calls
+$43.1M
Net Calls Change
+$12.3M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$472M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$293M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$289M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$131M
5
FCM
Fernbridge Capital Management
California
+$83.7M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$428M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$286M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$117M
4
DCP
D1 Capital Partners
New York
-$108M
5
GC
Greenvale Capital
United Kingdom
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
551
UMB Bank
Missouri
$45.6K +$27.6K +178 +153%
CIAM
552
Caitong International Asset Management
Hong Kong
$41.5K -$22.5K -145 -35%
SW
553
SVB Wealth
Massachusetts
$41.4K +$41.4K +267 New
PS
554
Pinney & Scofield
Massachusetts
$39.7K – – –
ZBNA
555
Zions Bancorporation, National Association
Utah
$39.4K +$39.4K +254 New
BCMLT
556
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.8K +$2.79K +18 +8%
AF
557
Allworth Financial
California
$37.5K +$8.95K +59 +31%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$35.8K +$12.2K +79 +52%
MIFH
559
Migdal Insurance & Financial Holdings
Israel
$33K +$33K +216 New
MSWM
560
Mowery & Schoenfeld Wealth Management
Illinois
$31K – – –
M
561
MOTCO
Texas
$29K +$29K +187 New
RIL
562
Rothschild Investment LLC
Illinois
$28.7K +$6.51K +42 +29%
RTC
563
Riverview Trust Company
Washington
$28K -$930 -6 -3%
CCM
564
Chilton Capital Management
Texas
$27.1K -$23.4K -151 -46%
T
565
TOBAM
France
$27K -$12.6K -81 -32%
BCWM
566
Bartlett & Co Wealth Management
Ohio
$26K +$26K +168 New
NA
567
NewEdge Advisors
Louisiana
$25.3K -$1.38M -8,907 -98%
AAP
568
Arax Advisory Partners
Colorado
$24.2K +$13.5K +87 +126%
TPCW
569
TD Private Client Wealth
New York
$22.9K +$5.42K +35 +31%
AF
570
Advisornet Financial
Minnesota
$22.8K +$15.2K +98 +200%
NC
571
NewSquare Capital
Pennsylvania
$20.1K +$18.3K +118 +983%
GKIM
572
GW&K Investment Management
Massachusetts
$20K +$8.7K +57 +77%
SWM
573
Spire Wealth Management
Virginia
$19.2K -$620 -4 -3%
SS
574
SBI Securities
Japan
$19.1K -$155 -1 -0.8%
SO
575
Sierra Ocean
California
$18.9K +$1.55K +10 +9%
21 22
23
24 25