PORTMAN RIDGE FINANCE CORP (PTMN) Institutional Ownership Changes & 13F Activity

PORTMAN RIDGE FINANCE CORP (PTMN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bulldog Investors, Llp, Punch & Associates Investment Management, Inc., Jb Capital Partners Lp, Two Sigma Investments, Lp, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-44,809-100.0%0$0.00Q4 2025Aug 26, 2026
Raymond James Financial IncBuy+104,666—104,666$1.24MQ4 2025Feb 18, 2026
Punch & Associates Investment Management, Inc.Buy+299,195—299,195$3.54MQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+137,570—137,570$1.63MQ4 2025Feb 17, 2026
Millennium Management LlcBuy+69,975—69,975$827.80KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+49,554—49,554$586.22KQ4 2025Feb 17, 2026
Curi Capital, LlcBuy+37,800—37,800$447.17KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+35,328—35,328$417.93KQ4 2025Feb 17, 2026
Virtus Investment Advisers, LlcBuy+33,305—33,305$394.00KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+21,857—21,857$258.57KQ4 2025Feb 17, 2026
Two Sigma Advisers, LpBuy+19,300—19,300$228.32KQ4 2025Feb 17, 2026
Jump Financial, LlcBuy+13,600—13,600$160.89KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+11,183—11,183$132.29KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+2,465—2,465$29.00KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+1,968—1,968$23.28KQ4 2025Feb 17, 2026
Bulldog Investors, LlpBuy+378,412—378,412$4.48MQ4 2025Feb 13, 2026
Jb Capital Partners LpBuy+167,447—167,447$1.98MQ4 2025Feb 13, 2026
Marshall Wace, LlpBuy+101,038—101,038$1.20MQ4 2025Feb 13, 2026
Morgan StanleyBuy+26,599—26,599$314.67KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+875—875$10.36KQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+132—132$1.56KQ4 2025Feb 13, 2026
Founders Financial Alliance, LlcBuy+84,124—84,124$995.19KQ4 2025Feb 12, 2026
Marex Group PlcBuy+23,403—23,403$276.86KQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+21,292—21,292$251.88KQ4 2025Feb 12, 2026
Cruiser Capital Advisors, LlcBuy+20,435—20,435$241.75KQ4 2025Feb 12, 2026
Eagle Point Credit Management LlcBuy+3,634—3,634$42.99KQ4 2025Feb 12, 2026
Blackrock, Inc.Buy+9—9$106.00Q4 2025Feb 12, 2026
Bi Asset Management Fondsmaeglerselskab A/SBuy+27,714—27,714$328.00KQ4 2025Feb 11, 2026
Closed-End Fund Advisors, Inc.Buy+11,650—11,650$137.82KQ4 2025Feb 11, 2026
Lpl Financial LlcBuy+11,092—11,092$131.22KQ4 2025Feb 11, 2026
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Frequently asked questions about PTMN activity

  • Which institutional owners are buying PTMN?

    Institutional owners buying PTMN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PTMN activity?

    "Buy" means an investor increased their reported position in PTMN compared to the prior reporting period. This reflects growing exposure to PORTMAN RIDGE FINANCE CORP (PTMN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PTMN increasing?

    Institutional interest in PTMN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.