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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
PSB
776
Piscataqua Savings Bank
New Hampshire
-$2.42K -17 Closed
Vanguard National Trust
777
Vanguard National Trust
Pennsylvania
-$2.14K -15 Closed
SOW
778
State of Wyoming
Wyoming
-$1.85K -13 Closed
FNWA
779
Financial Network Wealth Advisors
Utah
-$1.28K -9 Closed
PWA
780
Physician Wealth Advisors
Utah
-$1.28K -9 Closed
PWMG
781
Prestige Wealth Management Group
New Jersey
-$1.28K -9 Closed
AP
782
Aspect Partners
Virginia
-$1.14K -8 Closed
CT
783
Colonial Trust
South Carolina
-$1.14K -8 Closed
CFG
784
Clayton Financial Group
Missouri
-$998 -7 Closed
HFS
785
Hughes Financial Services
Virginia
-$712 -5 Closed
PWA
786
Portus Wealth Advisors
North Carolina
-$712 -5 Closed
AWM
787
Abound Wealth Management
Tennessee
-$570 -4 Closed
BFS
788
Bare Financial Services
Pennsylvania
-$570 -4 Closed
TWM
789
TopTier Wealth Management
Wisconsin
-$285 -2 Closed
3FI
790
3 Factor Indexing
California
-$143 -1 Closed
CW
791
Curio Wealth
Maryland
-$142 -1 Closed
VWM
792
Vermillion Wealth Management
Minnesota
-$142 -1 Closed
NWM
793
Navigoe Wealth Management
California
+$135 +1 New
CFG
794
CKW Financial Group
Hawaii
+$270 +2 New

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.