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
TWC
676
TD Waterhouse Canada
Ontario, Canada
$4.05K
AW
677
Avion Wealth
Texas
$4K
HFS
678
Hughes Financial Services
Virginia
$3.9K
SWM
679
Spire Wealth Management
Virginia
$3.86K
CYG
680
Clean Yield Group
Vermont
$3.65K
BGAI
681
Bruce G. Allen Investments
Colorado
$3.65K
WW
682
Winnow Wealth
Texas
$3.26K
JFGIW
683
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.25K
WWA
684
Wealth Watch Advisors
Colorado
$3.25K
CCM
685
Cloud Capital Management
Washington
$3K
LI
686
LRI Investments
Florida
$2.84K
PWMG
687
Prestige Wealth Management Group
New Jersey
$2.64K
WTC
688
WhitTier Trust Company
Nevada
$2.64K
JWM
689
JPL Wealth Management
Colorado
$2.23K
CT
690
Colonial Trust
South Carolina
$2.03K
FMP
691
Financial Management Professionals
Texas
$1.83K
FNWA
692
Financial Network Wealth Advisors
Utah
$1.83K
OP
693
ORG Partners
Indiana
$1.83K
DF
694
Dunhill Financial
United Kingdom
$1.71K
RS
695
Rakuten Securities
Japan
$1.62K
BHWM
696
Bay Harbor Wealth Management
Maryland
$1.62K
AP
697
Aspect Partners
Virginia
$1.62K
NWM
698
Nova Wealth Management
Florida
$1.42K
TFA
699
Transamerica Financial Advisors
Florida
$1.42K
RWM
700
Rialto Wealth Management
New York
$1.22K