720 hedge funds and large institutions have $23.4B invested in PTC in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 260 increasing their positions, 237 reducing their positions, and 57 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:

10% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 237

3.33% less ownership

Funds ownership: 99.55%96.22% (-3.3%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
720
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
GFWA
651
Grey Fox Wealth Advisors
Delaware
$8.73K
CFS
652
CGC Financial Services
Oregon
$8.12K
S
653
Sachetta
Massachusetts
$8.12K
KFP
654
Kerr Financial Planning
California
$7.59K
WA
655
Westfuller Advisors
New York
$7.31K
HFS
656
Horizon Financial Services
North Carolina
$7.11K
WCM
657
Westend Capital Management
California
$6.7K
AGWCA
658
Annis Gardner Whiting Capital Advisors
Florida
$6.5K
MAM
659
Marquette Asset Management
Minnesota
$6.5K
WTA
660
Washington Trust Advisors
Massachusetts
$6.34K
RA
661
Rise Advisors
New York
$6.09K
TWD
662
True Wealth Design
Ohio
$6.09K
CAL
663
Capital Advisors Ltd
Ohio
$6K
GSWM
664
Golden State Wealth Management
California
$5.89K
BFS
665
Bare Financial Services
Pennsylvania
$5.48K
HHMI
666
Howard Hughes Medical Institute
Maryland
$5.28K
FPF
667
First Pacific Financial
Washington
$5.28K
FFO
668
Fortitude Family Office
Arizona
$4.87K
PWMG
669
Private Wealth Management Group
New Jersey
$4.67K
ADL
670
Asset Dedication LLC
California
$4.67K
TIM
671
Tortoise Investment Management
New York
$4.47K
SL
672
Salomon & Ludwin
Virginia
$4.47K
HNW
673
High Note Wealth
Minnesota
$4.26K
SIS
674
Sound Income Strategies
Florida
$4.24K
DPW
675
DiNuzzo Private Wealth
Pennsylvania
$4.06K