PTC icon

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
8.82%
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
1
Wellington Management Group
Massachusetts
$521M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$430M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$473M
4
JCM
4
Junto Capital Management
New York
$83.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.54B

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$8.48M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$89.7M
3
PIMC
3
Praesidium Investment Management Company
New York
$0
4
LIP
4
Liontrust Investment Partners
United Kingdom
$116M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
576
Twin Peaks Wealth Advisors
California
$18K +$18K +88 New
CAM
577
Close Asset Management
United Kingdom
$17K – – –
NEWAS
578
N.E.W. Advisory Services
Wisconsin
$16K – – –
CA
579
Clearstead Advisors
Ohio
$15.9K +$12.4K +72 +360%
FHA
580
First Horizon Advisors
Tennessee
$15.4K -$2.78K -16 -15%
SO
581
Sierra Ocean
California
$15.3K -$5.69K -33 -27%
BIA
582
Bell Investment Advisors
California
$14.5K -$172 -1 -1%
PTC
583
Private Trust Company
Ohio
$14.3K -$6.2K -36 -30%
SSG
584
Summit Securities Group
New York
$14K +$14K +81 New
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$12.6K – – –
FFA
586
Frazier Financial Advisors
Ohio
$11.2K – – –
JWA
587
JFS Wealth Advisors
Pennsylvania
$11K +$2.41K +14 +28%
CAL
588
Capital Analysts LLC
Pennsylvania
$10K -$8.04K -45 -45%
CFO
589
CVA Family Office
Colorado
$8.96K -$3.45K -20 -28%
MCM
590
MV Capital Management
Maryland
$8.79K +$172 +1 +2%
AF
591
Advisornet Financial
Minnesota
$8.45K -$16.9K -98 -67%
CA
592
CoreCap Advisors
Michigan
$8.45K +$345 +2 +4%
CIAM
593
Caitong International Asset Management
Hong Kong
$8.27K -$37.9K -220 -82%
CFD
594
Creative Financial Designs
Indiana
$8.1K -$2.76K -16 -25%
FCG
595
Financial Connections Group
California
$8K – – –
CFS
596
CGC Financial Services
Oregon
$6.89K – – –
WTA
597
Washington Trust Advisors
Massachusetts
$5.95K +$4.93K +29 +483%
HI
598
Harbour Investments
Wisconsin
$5.69K -$7.41K -43 -57%
WCM
599
Westend Capital Management
California
$5.69K +$5.69K +33 New
CAL
600
Capital Advisors Ltd
Ohio
$5K -$893 -5 -15%
22 23
24
25 26