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720 hedge funds and large institutions have $20.3B invested in PTC in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 262 increasing their positions, 272 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $23.4B → $20.3B (-$3.12B)

18% less call options, than puts

Call options by funds: $43.1M | Put options by funds: $52.7M

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
720
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.1M
Puts
$52.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOTPPF
601
Board of the Pension Protection Fund
United Kingdom
$34.8K
M
602
MOTCO
Texas
$32.6K
TPCW
603
TD Private Client Wealth
New York
$32.6K
BC
604
Bayforest Capital
United Kingdom
$31.5K
SSG
605
Summit Securities Group
New York
$31K
DE
606
DV Equities
Illinois
$29.3K
SIC
607
SJS Investment Consulting
Ohio
$28.7K
RFP
608
Root Financial Partners
California
$28.4K
P
609
Palladiem
Pennsylvania
$28.1K
EW
610
Elyxium Wealth
California
$27.2K
BIA
611
Bell Investment Advisors
California
$25.1K
MA
612
MCF Advisors
Kentucky
$24.2K
HI
613
Harbour Investments
Wisconsin
$23.5K
AA
614
Ancora Advisors
Ohio
$23.2K
GKIM
615
GW&K Investment Management
Massachusetts
$23K
SS
616
SBI Securities
Japan
$21.8K
RIL
617
Rothschild Investment LLC
Illinois
$20.9K
RAM
618
Reflection Asset Management
South Carolina
$19.9K
CFB
619
Cullen/Frost Bankers
Texas
$18.3K
BWA
620
Basecamp Wealth Advisors
Washington
$18.1K
SAG
621
SageView Advisory Group
California
$17.9K
CAM
622
Close Asset Management
United Kingdom
$17K
FCG
623
Financial Connections Group
California
$17K
GAM
624
Guinness Asset Management
United Kingdom
$16.5K
JWA
625
JFS Wealth Advisors
Pennsylvania
$15.3K