716 hedge funds and large institutions have $23.4B invested in PTC in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 259 increasing their positions, 234 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.8M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
601
AssetMark Inc
California
$62.7K
CH
602
Cromwell Holdings
Wyoming
$62.3K
MIFH
603
Migdal Insurance & Financial Holdings
Israel
$62K
TFA
604
Toth Financial Advisory
Virginia
$60.9K
SIM
605
Sentry Investment Management
Wisconsin
$54K
AAP
606
Arax Advisory Partners
Colorado
$52.4K
PS
607
Pinney & Scofield
Massachusetts
$52K
MCM
608
MAI Capital Management
Ohio
$51.5K
GRP
609
Global Retirement Partners
California
$49.7K
PFBT
610
Parkside Financial Bank & Trust
Missouri
$47.5K
SSG
611
Summit Securities Group
New York
$42K
C
612
Covestor
United Kingdom
$42K
QL
613
Quarry LP
New York
$41.2K
MSWM
614
Mowery & Schoenfeld Wealth Management
Illinois
$40.6K
VCM
615
Versant Capital Management
Arizona
$39.4K
M
616
MOTCO
Texas
$38K
BCWM
617
Bartlett & Co Wealth Management
Ohio
$36.3K
SIC
618
SJS Investment Consulting
Ohio
$33.5K
CPG
619
Cornerstone Planning Group
New Jersey
$30.1K
RFP
620
Root Financial Partners
California
$29.8K
HWM
621
Hemington Wealth Management
Virginia
$29K
TPCW
622
TD Private Client Wealth
New York
$28.6K
SS
623
SBI Securities
Japan
$27.8K
RIL
624
Rothschild Investment LLC
Illinois
$24.2K
GKIM
625
GW&K Investment Management
Massachusetts
$23K