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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
NSIM
676
North Star Investment Management
Illinois
$2.44K
DF
677
Dunhill Financial
United Kingdom
$2.16K
PWA
678
Principia Wealth Advisory
Texas
$2.09K
CFM
679
Cornerstone Financial Management
Massachusetts
$2.09K
BHWM
680
Bay Harbor Wealth Management
Maryland
$2.09K
PJC
681
Phillip James Consulting
Minnesota
$2K
WTC
682
WhitTier Trust Company
Nevada
$1.93K
JFGIW
683
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.92K
SWM
684
Spire Wealth Management
Virginia
$1.92K
OC
685
Optima Capital
Oregon
$1.92K
CPG
686
Cornerstone Planning Group
New Jersey
$1.78K
CT
687
Colonial Trust
South Carolina
$1.74K
SEP
688
Signature Equity Partners
Ohio
$1.74K
HFS
689
Horizon Financial Services
North Carolina
$1.57K
PWMG
690
Prestige Wealth Management Group
New Jersey
$1.57K
FMP
691
Financial Management Professionals
Texas
$1.57K
FNWA
692
Financial Network Wealth Advisors
Utah
$1.57K
BW
693
Basepoint Wealth
Iowa
$1.57K
AP
694
Aspect Partners
Virginia
$1.39K
RWM
695
Rialto Wealth Management
New York
$1.39K
CFG
696
Clayton Financial Group
Missouri
$1.22K
NWM
697
Nova Wealth Management
Florida
$1.22K
ECA
698
Elevated Capital Advisors
Utah
$1.22K
KG
699
Kilter Group
New York
$1.05K
HCM
700
Horrell Capital Management
Arkansas
$1K