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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
JWM
626
JPL Wealth Management
Colorado
$4.99K
EI
627
EFG International
$4.99K
GSWM
628
Golden State Wealth Management
California
$4.84K
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$4.7K
RWS
630
Retirement Wealth Solutions
Wisconsin
$4.56K
WA
631
Westfuller Advisors
New York
$4.13K
SFG
632
Strive Financial Group
Indiana
$4K
TCM
633
Triumph Capital Management
Colorado
$3.56K
PWMG
634
Private Wealth Management Group
New Jersey
$3.28K
AW
635
Avion Wealth
Texas
$3K
SIS
636
Sound Income Strategies
Florida
$2.99K
HNW
637
High Note Wealth
Minnesota
$2.99K
CPG
638
Cornerstone Planning Group
New Jersey
$2.89K
TWC
639
TD Waterhouse Canada
Ontario, Canada
$2.85K
SIC
640
SJS Investment Consulting
Ohio
$2.85K
SSG
641
Summit Securities Group
New York
$2.71K
DPW
642
DiNuzzo Private Wealth
Pennsylvania
$2.42K
RWM
643
Rialto Wealth Management
New York
$2.42K
PSB
644
Piscataqua Savings Bank
New Hampshire
$2.42K
FHC
645
First Horizon Corporation
Tennessee
$2.42K
BHWM
646
Bay Harbor Wealth Management
Maryland
$2.42K
SEP
647
Signature Equity Partners
Ohio
$2.42K
CFM
648
Cornerstone Financial Management
Massachusetts
$2.14K
VNT
649
Vanguard National Trust
Pennsylvania
$2.14K
FMP
650
Financial Management Professionals
Texas
$2K