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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
AIM
551
Axiom Investment Management
New York
$58.8K +$65.3K +413 New
PFBT
552
Parkside Financial Bank & Trust
Missouri
$57.6K +$22K +139 +52%
C
553
Covestor
United Kingdom
$57K +$6.79K +43 +12%
MIFH
554
Migdal Insurance & Financial Holdings
Israel
$53.3K +$59.1K +374 New
IA
555
IFP Advisors
Florida
$48.4K -$15.3K -97 -22%
MCM
556
MAI Capital Management
Ohio
$48.2K +$18.5K +117 +53%
OL
557
OneFund LLC
Florida
$47K -$1.58K -10 -3%
CH
558
Cromwell Holdings
Wyoming
$44.3K +$632 +4 +1%
TFA
559
Toth Financial Advisory
Virginia
$42.7K
OCM
560
Osterweis Capital Management
California
$41.2K
ZBNA
561
Zions Bancorporation, National Association
Utah
$40.8K -$311K -1,970 -87%
VIS
562
Vega Investment Solutions
France
$40.6K
Bank Julius Baer & Co
563
Bank Julius Baer & Co
Switzerland
$40K -$8.03M -50,793 -99%
CA
564
Crewe Advisors
Utah
$37.8K -$1.9K -12 -4%
QC
565
Quent Capital
New York
$36.8K +$31.3K +198 +330%
PS
566
Pinney & Scofield
Massachusetts
$36.5K
CMA
567
Cedar Mountain Advisors
Oregon
$36.3K +$40.3K +255 New
CA
568
Clearstead Advisors
Ohio
$34.2K -$26.6K -168 -41%
KFAS
569
Keating Financial Advisory Services
Kansas
$33.9K +$1.42K +9 +4%
RS
570
Rakuten Securities
Japan
$32.1K -$158 -1 -0.4%
TWD
571
True Wealth Design
Ohio
$29.4K +$21.5K +136 +194%
SC
572
Stance Capital
Massachusetts
$28.5K +$31.6K +200 New
RFP
573
Root Financial Partners
California
$26.9K +$4.11K +26 +16%
M
574
MOTCO
Texas
$26.6K
HWA
575
Heritage Wealth Advisors
Virginia
$24.4K -$70K -443 -72%