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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

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
MWM
776
Modera Wealth Management
New Jersey
SRL
777
Scientech Research LLC
New Jersey
CI
778
Cigna Investments
Connecticut
MC
779
Moors & Cabot
Massachusetts
OIAM
780
OFI Invest Asset Management
France
SFCL
781
Strengthening Families & Communities LLC
Massachusetts
Simplex Trading
782
Simplex Trading
Illinois
Walleye Capital
783
Walleye Capital
New York
IIM
784
Intact Investment Management
Quebec, Canada
SIM
785
Sentry Investment Management
Wisconsin
BC
786
Bayforest Capital
United Kingdom
EW
787
Elyxium Wealth
California
MA
788
MCF Advisors
Kentucky
FCG
789
Financial Connections Group
California
WT
790
Whittier Trust
California
HHMI
791
Howard Hughes Medical Institute
Maryland
ADL
792
Asset Dedication LLC
California
FHA
793
Flagship Harbor Advisors
Massachusetts
CYG
794
Clean Yield Group
Vermont
PJC
795
Phillip James Consulting
Minnesota
NSIM
796
North Star Investment Management
Illinois
WWA
797
Wealth Watch Advisors
Colorado
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
OC
799
Optima Capital
Oregon
NWM
800
Nova Wealth Management
Florida