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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
GSWM
651
Golden State Wealth Management
California
$5.92K
AGWCA
652
Annis Gardner Whiting Capital Advisors
Florida
$5.4K
S
653
Sachetta
Massachusetts
$5.05K
CAL
654
Capital Advisors Ltd
Ohio
$5K
HHMI
655
Howard Hughes Medical Institute
Maryland
$4.53K
SFG
656
Strive Financial Group
Indiana
$4.53K
PWMG
657
Private Wealth Management Group
New Jersey
$4.18K
BFS
658
Bare Financial Services
Pennsylvania
$4.18K
ADL
659
Asset Dedication LLC
California
$4.01K
FHA
660
Flagship Harbor Advisors
Massachusetts
$4.01K
HFS
661
Hughes Financial Services
Virginia
$3.83K
HNW
662
High Note Wealth
Minnesota
$3.66K
RF
663
Rossby Financial
Florida
$3.66K
SIS
664
Sound Income Strategies
Florida
$3.5K
DPW
665
DiNuzzo Private Wealth
Pennsylvania
$3.14K
BGAI
666
Bruce G. Allen Investments
Colorado
$3.14K
CYG
667
Clean Yield Group
Vermont
$3.14K
AW
668
Avion Wealth
Texas
$3K
SC
669
SouthState Corp
Florida
$2.96K
PSB
670
Piscataqua Savings Bank
New Hampshire
$2.96K
TFA
671
Transamerica Financial Advisors
Florida
$2.79K
CT
672
Clearstead Trust
Maine
$2.61K
FFO
673
Fortitude Family Office
Arizona
$2.61K
WWA
674
Wealth Watch Advisors
Colorado
$2.44K
FHC
675
First Horizon Corporation
Tennessee
$2.44K