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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
SWM
626
SHP Wealth Management
Massachusetts
$14.5K
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$13.6K
GCM
628
Gunpowder Capital Management
Maryland
$13.4K
WA
629
Westfuller Advisors
New York
$13.2K
TM
630
Torren Management
California
$13.2K
WT
631
Whittier Trust
California
$13.1K
TWD
632
True Wealth Design
Ohio
$12.2K
OP
633
ORG Partners
Indiana
$11.5K
FFA
634
Frazier Financial Advisors
Ohio
$11.3K
QC
635
Quent Capital
New York
$10.5K
IAIM
636
International Assets Investment Management
Florida
$10.1K
PTC
637
Private Trust Company
Ohio
$9.93K
AF
638
Advisornet Financial
Minnesota
$9.93K
LI
639
LRI Investments
Florida
$9.77K
CFO
640
CVA Family Office
Colorado
$9.58K
MAM
641
Marquette Asset Management
Minnesota
$9.58K
SA
642
Scarborough Advisors
Maryland
$9.23K
CA
643
CoreCap Advisors
Michigan
$9.06K
MCM
644
MV Capital Management
Maryland
$9.06K
CAL
645
Capital Analysts LLC
Pennsylvania
$9K
CFD
646
Creative Financial Designs
Indiana
$8.19K
FPF
647
First Pacific Financial
Washington
$8.19K
NA
648
NewEdge Advisors
Louisiana
$6.97K
CFS
649
CGC Financial Services
Oregon
$6.97K
KFP
650
Kerr Financial Planning
California
$6.7K