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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
SOW
651
State of Wyoming
Wyoming
$1.85K
SC
652
SouthState Corp
Florida
$1.71K
SWM
653
Spire Wealth Management
Virginia
$1.71K
KG
654
Kilter Group
New York
$1.71K
TM
655
Torren Management
California
$1.57K
HWP
656
Highline Wealth Partners
California
$1.57K
PWMG
657
Prestige Wealth Management Group
New Jersey
$1.28K
PWA
658
Physician Wealth Advisors
Utah
$1.28K
BW
659
Basepoint Wealth
Iowa
$1.28K
FNWA
660
Financial Network Wealth Advisors
Utah
$1.28K
CT
661
Colonial Trust
South Carolina
$1.14K
AP
662
Aspect Partners
Virginia
$1.14K
CFG
663
Clayton Financial Group
Missouri
$998
BGAI
664
Bruce G. Allen Investments
Colorado
$997
ECA
665
Elevated Capital Advisors
Utah
$997
EP
666
Essential Partners
California
$855
AF
667
Advisornet Financial
Minnesota
$712
HFS
668
Hughes Financial Services
Virginia
$712
1CP
669
1015 Capital Partners
Pennsylvania
$712
TCM
670
TD Capital Management
Tennessee
$712
NL
671
NVWM LLC
Pennsylvania
$712
PWA
672
Portus Wealth Advisors
North Carolina
$712
TSMHT
673
Thurston Springer Miller Herd & Titak
Indiana
$711
BCWM
674
Bartlett & Co Wealth Management
Ohio
$691
BFS
675
Bare Financial Services
Pennsylvania
$570