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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
$3.15B
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$293M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$335M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$446M
5
FCM
Fernbridge Capital Management
California
$318M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$110M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
4
DCP
D1 Capital Partners
New York
$0
5
GC
Greenvale Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
626
SOA Wealth Advisors
New York
$1.55K – – –
SIC
627
SJS Investment Consulting
Ohio
$1.55K – – –
FMP
628
Financial Management Professionals
Texas
$1.4K -$4.19K -27 -75%
FNWA
629
Financial Network Wealth Advisors
Utah
$1.4K – – –
RS
630
Rakuten Securities
Japan
$1.4K +$1.4K +9 New
CIA
631
Cape Investment Advisory
Georgia
$1.24K – – –
GFPC
632
Global Financial Private Client
Florida
$1.24K +$775 +5 +167%
RA
633
Rise Advisors
New York
$1.09K -$8.53K -55 -89%
GP
634
Greenline Partners
New York
$1.09K +$1.09K +7 New
NL
635
NVWM LLC
Pennsylvania
$1.09K +$1.09K +7 New
VNA
636
Valley National Advisers
Pennsylvania
$1K +$1K +10 New
WTA
637
Washington Trust Advisors
Massachusetts
$926 -$3.4K -22 -79%
TCM
638
TD Capital Management
Tennessee
$775 – – –
BI
639
Binnacle Investments
Iowa
$775 +$775 +5 New
CWC
640
Carolinas Wealth Consulting
North Carolina
$775 +$775 +5 New
OP
641
ORG Partners
Indiana
$624 +$624 +4 New
AWM
642
Abound Wealth Management
Tennessee
$620 -$3.88K -25 -86%
WA
643
WestEnd Advisors
North Carolina
$620 +$465 +3 +300%
PWA
644
Physician Wealth Advisors
Utah
$620 +$620 +4 New
KIM
645
Kestra Investment Management
Texas
$620 +$620 +4 New
BFS
646
Bare Financial Services
Pennsylvania
$620 +$620 +4 New
BCM
647
Blume Capital Management
California
$620 +$620 +4 New
CSC
648
Caldwell Sutter Capital
California
$465 – – –
PWMG
649
Prestige Wealth Management Group
New Jersey
$465 – – –
AA
650
Ancora Advisors
Ohio
$465 +$465 +3 New
24 25
26
27 28