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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
IIM
726
INTECH Investment Management
Florida
-$1.22M -6,988 Closed
IQI
727
Integrated Quantitative Investments
Washington
-$1.11M -6,374 Closed
SACTSONJ
728
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
-$1.05M -6,000 Closed
CCM
729
Capstone Capital Management
-$1M -5,757 Closed
CIM
730
Contravisory Investment Management
Massachusetts
-$814K -4,670 Closed
LCM
731
Logan Capital Management
Pennsylvania
-$706K -4,466 Closed
SAA
732
Southeast Asset Advisors
Georgia
-$769K -4,412 Closed
PC
733
Permanens Capital
New York
-$727K -4,173 Closed
I
734
InceptionR
California
-$724K -4,156 Closed
A
735
AlphaQuest
New York
-$713K -4,094 Closed
JSSH
736
J. Safra Sarasin Holding
-$693K -3,977 Closed
DAS
737
Diversify Advisory Services
Utah
-$552K -3,313 Closed
VI
738
Versor Investments
New York
-$522K -2,998 Closed
AC
739
Aristeia Capital
Connecticut
-$521K -2,992 Closed
FFM
740
Forum Financial Management
Illinois
-$491K -2,819 Closed
SWM
741
Sendero Wealth Management
Texas
-$483K -2,775 Closed
WWM
742
Whalen Wealth Management
Nevada
-$483K -2,775 Closed
HIA
743
Harbor Investment Advisory
Maryland
-$449K -2,575 Closed
VIM
744
Vinva Investment Management
Australia
-$427K -2,436 Closed
IC
745
Inscription Capital
Texas
-$380K -2,184 Closed
RSWM
746
Robertson Stephens Wealth Management
California
-$378K -2,167 Closed
NW
747
NewEdge Wealth
Pennsylvania
-$375K -2,152 Closed
EMAM
748
Encompass More Asset Management
California
-$370K -2,126 Closed
FMI
749
Frec Markets Inc
California
-$366K -2,099 Closed
CWM
750
Calamos Wealth Management
Illinois
-$334K -1,920 Closed