PTC icon

PTC
PTC

Overview Fund Activity

662 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, 253 increasing their positions, 234 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
8.99%
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
253
Reduced
234
Closed
91
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 %
CFS
601
CGC Financial Services
Oregon
$6.2K – – –
CAL
602
Capital Advisors Ltd
Ohio
$5K +$758 +5 +18%
FPF
603
First Pacific Financial
Washington
$4.8K +$775 +5 +19%
Group One Trading
604
Group One Trading
Illinois
$4.8K +$4.8K +31 New
GSWM
605
Golden State Wealth Management
California
$4.49K – – –
DF
606
Dunhill Financial
United Kingdom
$4.26K -$315 -2 -7%
ADL
607
Asset Dedication LLC
California
$3.56K – – –
SIS
608
Sound Income Strategies
Florida
$3.25K – – –
HNW
609
High Note Wealth
Minnesota
$3.25K – – –
TWC
610
TD Waterhouse Canada
Ontario, Canada
$3.12K – – –
CA
611
Clearstead Advisors
Ohio
$3.1K – – –
BGAI
612
Bruce G. Allen Investments
Colorado
$2.79K – – –
CYG
613
Clean Yield Group
Vermont
$2.79K – – –
MWM
614
MorganRosel Wealth Management
Colorado
$2.79K +$2.79K +18 New
WCM
615
WealthTrak Capital Management
Virginia
$2.48K +$2.17K +14 +700%
SC
616
SouthState Corp
Florida
$2.33K +$2.33K +15 New
TIM
617
Tortoise Investment Management
New York
$2.32K – – –
AGWCA
618
Annis Gardner Whiting Capital Advisors
Florida
$2.17K – – –
DPW
619
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$155 +1 +8%
HCP
620
Hexagon Capital Partners
Arkansas
$2.17K -$1.39K -9 -39%
LI
621
LRI Investments
Florida
$2.17K – – –
TWD
622
True Wealth Design
Ohio
$2.02K +$930 +6 +86%
GEA
623
Glen Eagle Advisors
New Jersey
$2.01K – – –
AW
624
Avion Wealth
Texas
$2K – – –
HFS
625
Horizon Financial Services
North Carolina
$1.86K +$1.86K +12 New
23 24
25
26 27