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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

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
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$82M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
601
Scarborough Advisors
Maryland
$8.69K
MCM
602
MV Capital Management
Maryland
$8.12K
TFGT
603
TS Financial Group (TSFG)
Illinois
$8K
CA
604
CoreCap Advisors
Michigan
$7.55K
DF
605
Dunhill Financial
United Kingdom
$7.16K
RF
606
Rossby Financial
Florida
$7.13K
WTC
607
WhitTier Trust Company
Nevada
$6.93K
IAIM
608
International Assets Investment Management
Florida
$6.7K
CFD
609
Creative Financial Designs
Indiana
$6.7K
HFS
610
Horizon Financial Services
North Carolina
$6.7K
FFO
611
Fortitude Family Office
Arizona
$6.27K
GSEP
612
Golden State Equity Partners
California
$6.27K
MSWM
613
Mowery & Schoenfeld Wealth Management
Illinois
$5.99K
KFP
614
Kerr Financial Planning
California
$5.93K
TFA
615
Transamerica Financial Advisors
Florida
$5.84K
CFS
616
CGC Financial Services
Oregon
$5.7K
AAG
617
Armstrong Advisory Group
Massachusetts
$5.7K
BAM
618
Byrne Asset Management
New Jersey
$5.7K
CT
619
Clearstead Trust
Maine
$5.56K
S
620
Sachetta
Massachusetts
$5.27K
EWP
621
Elevation Wealth Partners
California
$5.27K
KAS
622
Kemnay Advisory Services
New York
$5.27K
LI
623
LRI Investments
Florida
$5.14K
WSFG
624
Wall Street Financial Group
Illinois
$5.13K
CAL
625
Capital Analysts LLC
Pennsylvania
$5K