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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
SA
601
Scarborough Advisors
Maryland
$8.69K +$1.26K +8 +15%
MCM
602
MV Capital Management
Maryland
$8.12K +$790 +5 +10%
TFGT
603
TS Financial Group (TSFG)
Illinois
$8K +$8.85K +56 New
CA
604
CoreCap Advisors
Michigan
$7.55K +$158 +1 +2%
DF
605
Dunhill Financial
United Kingdom
$7.16K +$6K +38 +317%
RF
606
Rossby Financial
Florida
$7.13K +$4.58K +29 +138%
WTC
607
WhitTier Trust Company
Nevada
$6.93K +$5.85K +37 +336%
IAIM
608
International Assets Investment Management
Florida
$6.7K -$1.74K -11 -19%
CFD
609
Creative Financial Designs
Indiana
$6.7K
HFS
610
Horizon Financial Services
North Carolina
$6.7K +$6K +38 +422%
FFO
611
Fortitude Family Office
Arizona
$6.27K +$4.58K +29 +193%
GSEP
612
Golden State Equity Partners
California
$6.27K +$6.95K +44 New
MSWM
613
Mowery & Schoenfeld Wealth Management
Illinois
$5.99K +$6.64K +42 New
KFP
614
Kerr Financial Planning
California
$5.93K
TFA
615
Transamerica Financial Advisors
Florida
$5.84K +$3.95K +25 +156%
CFS
616
CGC Financial Services
Oregon
$5.7K
AAG
617
Armstrong Advisory Group
Massachusetts
$5.7K +$6.32K +40 New
BAM
618
Byrne Asset Management
New Jersey
$5.7K +$6.32K +40 New
CT
619
Clearstead Trust
Maine
$5.56K +$3.79K +24 +160%
S
620
Sachetta
Massachusetts
$5.27K +$1.26K +8 +28%
EWP
621
Elevation Wealth Partners
California
$5.27K +$5.85K +37 New
KAS
622
Kemnay Advisory Services
New York
$5.27K +$5.85K +37 New
LI
623
LRI Investments
Florida
$5.14K -$3.16K -20 -36%
WSFG
624
Wall Street Financial Group
Illinois
$5.13K +$5.69K +36 New
CAL
625
Capital Analysts LLC
Pennsylvania
$5K -$3.48K -22 -39%