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PTC
PTC

Overview Fund Activity

657 hedge funds and large institutions have $20.4B invested in PTC in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 272 increasing their positions, 234 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-5
Holders Change %
-0.76%
% of All Funds
8.81%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.27%
New
82
Increased
272
Reduced
234
Closed
79
Calls
$35.8M
Puts
$11.1M
Net Calls
+$24.7M
Net Calls Change
-$18.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$113M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$105M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$99.2M
4
JCM
Junto Capital Management
New York
+$83.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$71.8M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$60.1M
3
PIMC
Praesidium Investment Management Company
New York
-$50.5M
4
LIP
Liontrust Investment Partners
United Kingdom
-$43.8M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
626
Prestige Wealth Management Group
New Jersey
$1.9K +$1.38K +8 +267%
GXJ
627
Global X Japan
Japan
$1.72K +$1.72K +10 New
CT
628
Colonial Trust
South Carolina
$1.72K +$1.72K +10 New
FMP
629
Financial Management Professionals
Texas
$1.55K – – –
FNWA
630
Financial Network Wealth Advisors
Utah
$1.55K – – –
DF
631
Dunhill Financial
United Kingdom
$1.45K -$3.45K -19 -70%
RS
632
Rakuten Securities
Japan
$1.38K -$172 -1 -11%
CIA
633
Cape Investment Advisory
Georgia
$1.38K – – –
CPG
634
Cornerstone Planning Group
New Jersey
$1.29K +$644 +3 +100%
SIC
635
SJS Investment Consulting
Ohio
$1.21K -$517 -3 -30%
PWA
636
Principia Wealth Advisory
Texas
$1.21K +$689 +4 +133%
NWM
637
Nova Wealth Management
Florida
$1.21K +$1.21K +7 New
RWM
638
Rialto Wealth Management
New York
$1.04K +$1.04K +6 New
BHWM
639
Bay Harbor Wealth Management
Maryland
$1.03K +$517 +3 +100%
TCM
640
TD Capital Management
Tennessee
$862 – – –
BI
641
Binnacle Investments
Iowa
$862 – – –
PWM
642
Parkworth Wealth Management
California
$862 +$517 +3 +150%
AT
643
Arlington Trust
Alabama
$862 +$862 +5 New
OP
644
ORG Partners
Indiana
$692 – – –
TFM
645
TFC Financial Management
Massachusetts
$690 +$690 +4 New
SC
646
Stephens Consulting
Michigan
$690 +$690 +4 New
HIA
647
HFM Investment Advisors
New Jersey
$689 +$517 +3 +300%
KIM
648
Kestra Investment Management
Texas
$620 – – –
QWM
649
Quaker Wealth Management
New Jersey
$518 +$518 +3 New
Group One Trading
650
Group One Trading
Illinois
$517 -$4.83K -28 -90%
24 25
26
27 28