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680 hedge funds and large institutions have $12.7B invested in PTC in 2026 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 280 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $30.5M

0.94% more ownership

Funds ownership: 95.74%96.68% (+0.94%)

4% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 114

2% less funds holding

Funds holding: 696680 (-16)

17% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 280

22% less capital invested

Capital invested by funds: $16.2B → $12.7B (-$3.54B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
680
Holders Change
-16
Holders Change %
-2.3%
% of All Funds
8.21%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.07%
New
109
Increased
233
Reduced
280
Closed
114
Calls
$75.6M
Puts
$30.5M
Net Calls
+$45.2M
Net Calls Change
+$85M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
726
World Investment Advisors
California
-$276K -1,936 Closed
FA
727
Fiduciary Alliance
South Carolina
-$261K -1,911 Closed
AG
728
Ascent Group
Virginia
-$260K -1,822 Closed
GT
729
Greenleaf Trust
Michigan
-$255K -1,789 Closed
FGC
730
First Growth Capital
Maryland
-$249K -1,744 Closed
CG
731
CFO4Life Group
Texas
-$236K -1,655 Closed
GS
732
GTS Securities
Florida
-$232K -1,625 Closed
ACM
733
Argyle Capital Management
Pennsylvania
-$221K -1,551 Closed
PDL
734
Portfolio Design Labs
California
-$220K -1,546 Closed
BIM
735
Bridges Investment Management
Nebraska
-$219K -1,535 Closed
SWP
736
Stratos Wealth Partners
Ohio
-$217K -1,525 Closed
FCP
737
Fidelis Capital Partners
Florida
-$216K -1,514 Closed
OAM
738
Oxford Asset Management
United Kingdom
-$211K -1,481 Closed
EW
739
Expressive Wealth
Illinois
-$202K -1,474 Closed
PFM
740
Patton Fund Management
Texas
-$209K -1,465 Closed
SWA
741
Sax Wealth Advisors
New Jersey
-$255K -1,465 Closed
CFP
742
Catalyst Financial Partners
Massachusetts
-$204K -1,434 Closed
PA
743
Profund Advisors
Maryland
-$203K -1,428 Closed
SGCA
744
Steel Grove Capital Advisors
Tennessee
-$203K -1,426 Closed
MOS
745
MGO One Seven
Ohio
-$202K -1,415 Closed
AV
746
ASR Vermogensbeheer
Netherlands
-$193K -1,354 Closed
ACM
747
Aster Capital Management
United Arab Emirates
-$138K -893 Closed
AA
748
Ancora Advisors
Ohio
-$78.7K -552 Closed
NAAA
749
New Age Alpha Advisors
New York
-$78.1K -548 Closed
IAAG
750
Innovative Asset Advisors Group
Connecticut
-$65.4K -459 Closed

PTC Hedge Fund Activity: Q2 2026 in Review

680 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2026, worth a combined $12.7B — down 22% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of PTC and 109 opened new positions — a net loss of 5 holders — while 280 trimmed existing stakes and 233 added.

The largest buyer was Citadel Advisors, adding an estimated $228M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $818M.

  • 680 institutional investors held PTC (PTC) as of Q2 2026, down from 696 in Q1 2026.
  • Funds reported $12.7B of PTC stock for Q2 2026, down 22% quarter-over-quarter.
  • 109 funds opened new PTC positions in Q2 2026 and 114 closed out, a net change of -5 holders.
  • The largest PTC buyer in Q2 2026 was Citadel Advisors, an estimated $228M added.
  • The largest PTC seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $818M sold.

Based on aggregated 13F filings for Q2 2026.