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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.

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 %
GSWM
601
Golden State Wealth Management
California
$5K – – –
S
602
Sachetta
Massachusetts
$5K +$5K +29 New
AGWCA
603
Annis Gardner Whiting Capital Advisors
Florida
$4.83K +$2.41K +14 +100%
RA
604
Rise Advisors
New York
$4.83K +$3.62K +21 +300%
HFS
605
Hughes Financial Services
Virginia
$4.75K +$4.75K +22 New
HHMI
606
Howard Hughes Medical Institute
Maryland
$4.48K +$4.48K +26 New
BFS
607
Bare Financial Services
Pennsylvania
$4.14K +$3.45K +20 +500%
PWMG
608
Private Wealth Management Group
New Jersey
$3.96K -$7.58K -44 -66%
ADL
609
Asset Dedication LLC
California
$3.96K – – –
FPF
610
First Pacific Financial
Washington
$3.79K -$1.55K -9 -29%
FFO
611
Fortitude Family Office
Arizona
$3.79K +$3.79K +22 New
HNW
612
High Note Wealth
Minnesota
$3.62K – – –
SIS
613
Sound Income Strategies
Florida
$3.62K – – –
TWC
614
TD Waterhouse Canada
Ontario, Canada
$3.46K – – –
MWM
615
MorganRosel Wealth Management
Colorado
$3.45K +$345 +2 +11%
SWM
616
Spire Wealth Management
Virginia
$3.27K -$18.1K -105 -85%
TIM
617
Tortoise Investment Management
New York
$3.27K +$689 +4 +27%
DPW
618
DiNuzzo Private Wealth
Pennsylvania
$3.1K +$690 +4 +29%
CYG
619
Clean Yield Group
Vermont
$3.1K – – –
BGAI
620
Bruce G. Allen Investments
Colorado
$3.1K – – –
AW
621
Avion Wealth
Texas
$3K +$789 +5 +36%
LI
622
LRI Investments
Florida
$2.41K – – –
HFS
623
Horizon Financial Services
North Carolina
$2.41K +$345 +2 +17%
TWD
624
True Wealth Design
Ohio
$2.24K – – –
SC
625
SouthState Corp
Florida
$1.9K -$689 -4 -27%
23 24
25
26 27