726 hedge funds and large institutions have $23.4B invested in PTC in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 262 increasing their positions, 241 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

3.31% less ownership

Funds ownership: 99.61%96.29% (-3.3%)

Holders
726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.8M
Puts
$8.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
651
Creative Financial Designs
Indiana
$9.54K
WANY
652
Wealthspire Advisors (New York)
New York
$9.34K
CIAM
653
Caitong International Asset Management
Hong Kong
$8.93K
GFWA
654
Grey Fox Wealth Advisors
Delaware
$8.73K
CFS
655
CGC Financial Services
Oregon
$8.12K
S
656
Sachetta
Massachusetts
$8.12K
KFP
657
Kerr Financial Planning
California
$7.59K
WA
658
Westfuller Advisors
New York
$7.31K
HFS
659
Horizon Financial Services
North Carolina
$7.11K
WCM
660
Westend Capital Management
California
$6.7K
AGWCA
661
Annis Gardner Whiting Capital Advisors
Florida
$6.5K
MAM
662
Marquette Asset Management
Minnesota
$6.5K
WTA
663
Washington Trust Advisors
Massachusetts
$6.34K
RA
664
Rise Advisors
New York
$6.09K
TWD
665
True Wealth Design
Ohio
$6.09K
CAL
666
Capital Advisors Ltd
Ohio
$6K
GSWM
667
Golden State Wealth Management
California
$5.89K
BFS
668
Bare Financial Services
Pennsylvania
$5.48K
HHMI
669
Howard Hughes Medical Institute
Maryland
$5.28K
FPF
670
First Pacific Financial
Washington
$5.28K
FFO
671
Fortitude Family Office
Arizona
$4.87K
ADL
672
Asset Dedication LLC
California
$4.67K
PWMG
673
Private Wealth Management Group
New Jersey
$4.67K
TIM
674
Tortoise Investment Management
New York
$4.47K
SL
675
Salomon & Ludwin
Virginia
$4.47K