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
HNW
676
High Note Wealth
Minnesota
$4.26K
SIS
677
Sound Income Strategies
Florida
$4.24K
DPW
678
DiNuzzo Private Wealth
Pennsylvania
$4.06K
TWC
679
TD Waterhouse Canada
Ontario, Canada
$4.05K
AW
680
Avion Wealth
Texas
$4K
HFS
681
Hughes Financial Services
Virginia
$3.9K
SWM
682
Spire Wealth Management
Virginia
$3.86K
BGAI
683
Bruce G. Allen Investments
Colorado
$3.65K
CYG
684
Clean Yield Group
Vermont
$3.65K
WW
685
Winnow Wealth
Texas
$3.26K
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.25K
WWA
687
Wealth Watch Advisors
Colorado
$3.25K
CCM
688
Cloud Capital Management
Washington
$3K
LI
689
LRI Investments
Florida
$2.84K
PWMG
690
Prestige Wealth Management Group
New Jersey
$2.64K
WTC
691
WhitTier Trust Company
Nevada
$2.64K
JWM
692
JPL Wealth Management
Colorado
$2.23K
PWA
693
Principia Wealth Advisory
Texas
$2.23K
CT
694
Colonial Trust
South Carolina
$2.03K
FMP
695
Financial Management Professionals
Texas
$1.83K
FNWA
696
Financial Network Wealth Advisors
Utah
$1.83K
OP
697
ORG Partners
Indiana
$1.83K
DF
698
Dunhill Financial
United Kingdom
$1.71K
RS
699
Rakuten Securities
Japan
$1.62K
BHWM
700
Bay Harbor Wealth Management
Maryland
$1.62K