We are live on ! Find out more

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
IIM
726
INTECH Investment Management
Florida
IQI
727
Integrated Quantitative Investments
Washington
SACTSONJ
728
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
CCM
729
Capstone Capital Management
CIM
730
Contravisory Investment Management
Massachusetts
LCM
731
Logan Capital Management
Pennsylvania
SAA
732
Southeast Asset Advisors
Georgia
PC
733
Permanens Capital
New York
I
734
InceptionR
California
A
735
AlphaQuest
New York
JSSH
736
J. Safra Sarasin Holding
DAS
737
Diversify Advisory Services
Utah
VI
738
Versor Investments
New York
AC
739
Aristeia Capital
Connecticut
FFM
740
Forum Financial Management
Illinois
SWM
741
Sendero Wealth Management
Texas
WWM
742
Whalen Wealth Management
Nevada
HIA
743
Harbor Investment Advisory
Maryland
VIM
744
Vinva Investment Management
Australia
IC
745
Inscription Capital
Texas
RSWM
746
Robertson Stephens Wealth Management
California
NW
747
NewEdge Wealth
Pennsylvania
EMAM
748
Encompass More Asset Management
California
FMI
749
Frec Markets Inc
California
CWM
750
Calamos Wealth Management
Illinois