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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

17% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 234

2.32% less ownership

Funds ownership: 98.06%95.74% (-2.3%)

4% less funds holding

Funds holding: 720692 (-28)

12% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 113

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
-28
Holders Change %
-3.89%
% of All Funds
8.52%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.14%
New
99
Increased
274
Reduced
234
Closed
113
Calls
$42.1M
Puts
$82M
Net Calls
-$39.9M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
651
State of Wyoming
Wyoming
$1.85K -$106K -670 -98%
SC
652
SouthState Corp
Florida
$1.71K -$790 -5 -29%
SWM
653
Spire Wealth Management
Virginia
$1.71K +$158 +1 +9%
KG
654
Kilter Group
New York
$1.71K +$948 +6 +100%
TM
655
Torren Management
California
$1.57K -$10.3K -65 -86%
HWP
656
Highline Wealth Partners
California
$1.57K +$1.74K +11 New
PWMG
657
Prestige Wealth Management Group
New Jersey
$1.28K
PWA
658
Physician Wealth Advisors
Utah
$1.28K +$948 +6 +200%
BW
659
Basepoint Wealth
Iowa
$1.28K
FNWA
660
Financial Network Wealth Advisors
Utah
$1.28K
CT
661
Colonial Trust
South Carolina
$1.14K -$316 -2 -20%
AP
662
Aspect Partners
Virginia
$1.14K
CFG
663
Clayton Financial Group
Missouri
$998
BGAI
664
Bruce G. Allen Investments
Colorado
$997 -$1.74K -11 -61%
ECA
665
Elevated Capital Advisors
Utah
$997
EP
666
Essential Partners
California
$855 +$632 +4 +200%
AF
667
Advisornet Financial
Minnesota
$712 -$8.22K -52 -91%
HFS
668
Hughes Financial Services
Virginia
$712 -$2.69K -17 -77%
1CP
669
1015 Capital Partners
Pennsylvania
$712
TCM
670
TD Capital Management
Tennessee
$712
NL
671
NVWM LLC
Pennsylvania
$712 +$790 +5 New
PWA
672
Portus Wealth Advisors
North Carolina
$712 +$790 +5 New
TSMHT
673
Thurston Springer Miller Herd & Titak
Indiana
$711
BCWM
674
Bartlett & Co Wealth Management
Ohio
$691 +$632 +4 +400%
BFS
675
Bare Financial Services
Pennsylvania
$570 -$3.16K -20 -83%