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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
CFO
576
CVA Family Office
Colorado
$23.5K +$17.4K +110 +200%
OCWP
577
Owl Creek Wealth Partners
Colorado
$22.9K +$25.4K +161 New
P
578
Palladiem
Pennsylvania
$22.3K
GKIM
579
GW&K Investment Management
Massachusetts
$22K +$3.16K +20 +15%
BIA
580
Bell Investment Advisors
California
$19K -$1.74K -11 -8%
SS
581
SBI Securities
Japan
$18.7K +$948 +6 +5%
CFB
582
Cullen/Frost Bankers
Texas
$17.2K +$2.53K +16 +15%
TPCW
583
TD Private Client Wealth
New York
$17.2K -$10.4K -66 -35%
CAL
584
Capital Advisors Ltd
Ohio
$16K +$13.7K +87 +311%
RIL
585
Rothschild Investment LLC
Illinois
$16K -$1.26K -8 -7%
DWP
586
Destiny Wealth Partners
Florida
$15K +$16.6K +105 New
BWA
587
Basecamp Wealth Advisors
Washington
$14.4K -$474 -3 -3%
CCWM
588
Cassaday & Co Wealth Management
Virginia
$14.2K +$15.8K +100 New
CAM
589
Close Asset Management
United Kingdom
$14K
SL
590
Salomon & Ludwin
Virginia
$13.7K +$15.2K +96 New
SWM
591
SHP Wealth Management
Massachusetts
$13.7K +$2.05K +13 +16%
TPWA
592
Twin Peaks Wealth Advisors
California
$13.5K +$15K +95 New
GAM
593
Guinness Asset Management
United Kingdom
$13.4K
JWA
594
JFS Wealth Advisors
Pennsylvania
$11.3K -$1.42K -9 -10%
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$11.1K
GCM
596
Gunpowder Capital Management
Maryland
$11K
MAM
597
Marquette Asset Management
Minnesota
$10.4K +$2.85K +18 +33%
FPF
598
First Pacific Financial
Washington
$10.3K +$3.95K +25 +53%
FFA
599
Frazier Financial Advisors
Ohio
$9.26K
PTC
600
Private Trust Company
Ohio
$8.83K +$790 +5 +9%