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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
BCA
751
Bay Colony Advisors
Massachusetts
-$324K -1,863 Closed
GAM
752
Groupama Asset Management
France
-$321K -1,842 Closed
YIA
753
YHB Investment Advisors
Connecticut
-$315K -1,806 Closed
OL
754
Optas LLC
Texas
-$314K -1,800 Closed
LCM
755
Legato Capital Management
California
-$312K -1,792 Closed
OCBCO
756
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$295K -1,694 Closed
CPC
757
Cookson Peirce & Co
Pennsylvania
-$290K -1,665 Closed
GFP
758
Gryphon Financial Partners
Ohio
-$290K -1,664 Closed
EI
759
Ellevest Inc
New York
-$289K -1,658 Closed
BL
760
Balentine LLC
Georgia
-$281K -1,615 Closed
RS
761
R Squared
Hong Kong
-$276K -1,585 Closed
AWM
762
Aprio Wealth Management
Georgia
-$274K -1,574 Closed
BWM
763
Baron Wealth Management
Michigan
-$263K -1,509 Closed
MM
764
MQS Management
New York
-$254K -1,460 Closed
BWP
765
BSW Wealth Partners
Colorado
-$238K -1,364 Closed
CAM
766
Claret Asset Management
Quebec, Canada
-$235K -1,351 Closed
CWM
767
Circle Wealth Management
New Jersey
-$234K -1,345 Closed
TAM
768
Trust Asset Management
Texas
-$230K -1,320 Closed
GCM
769
Gallacher Capital Management
Colorado
-$221K -1,270 Closed
DC
770
DeDora Capital
California
-$220K -1,262 Closed
CIS
771
Custom Index Systems
New York
-$217K -1,244 Closed
Capstone Investment Advisors
772
Capstone Investment Advisors
New York
-$216K -1,242 Closed
7WCP
773
71 West Capital Partners
Massachusetts
-$213K -1,222 Closed
PA
774
Pinnacle Associates
New York
-$212K -1,217 Closed
VAG
775
VisionPoint Advisory Group
Texas
-$210K -1,203 Closed