We are live on ! Find out more

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
AUB
751
Atlantic Union Bankshares
Virginia
-$59.3K -416 Closed
MIFH
752
Migdal Insurance & Financial Holdings
Israel
-$53.3K -374 Closed
MCM
753
MAI Capital Management
Ohio
-$48.2K -338 Closed
VIS
754
Vega Investment Solutions
France
-$40.6K -285 Closed
Bank Julius Baer & Co
755
Bank Julius Baer & Co
Switzerland
-$40K -281 Closed
SC
756
Stance Capital
Massachusetts
-$28.5K -200 Closed
RFP
757
Root Financial Partners
California
-$26.9K -189 Closed
P
758
Palladiem
Pennsylvania
-$22.3K -160 Closed
DWP
759
Destiny Wealth Partners
Florida
-$15K -105 Closed
SL
760
Salomon & Ludwin
Virginia
-$13.7K -96 Closed
TPWA
761
Twin Peaks Wealth Advisors
California
-$13.5K -95 Closed
WFA
762
Wedbush Fund Advisers
California
-$11.5K -81 Closed
GCM
763
Gunpowder Capital Management
Maryland
-$11K -77 Closed
SA
764
Scarborough Advisors
Maryland
-$8.69K -61 Closed
GSEP
765
Golden State Equity Partners
California
-$6.27K -44 Closed
BAM
766
Byrne Asset Management
New Jersey
-$5.7K -40 Closed
CT
767
Clearstead Trust
Maine
-$5.56K -39 Closed
EWP
768
Elevation Wealth Partners
California
-$5.27K -37 Closed
KAS
769
Kemnay Advisory Services
New York
-$5.27K -37 Closed
WSFG
770
Wall Street Financial Group
Illinois
-$5.13K -36 Closed
CAL
771
Capital Analysts LLC
Pennsylvania
-$5K -34 Closed
AGWCA
772
Annis Gardner Whiting Capital Advisors
Florida
-$4.7K -33 Closed
WA
773
Westfuller Advisors
New York
-$4.13K -29 Closed
SIS
774
Sound Income Strategies
Florida
-$2.99K -21 Closed
FHC
775
First Horizon Corporation
Tennessee
-$2.42K -17 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.