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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -44,809 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Raymond James Financial Inc | Buy | +104,666 | — | 104,666 | $1.24M | Q4 2025 | Feb 18, 2026 |
| Punch & Associates Investment Management, Inc. | Buy | +299,195 | — | 299,195 | $3.54M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +137,570 | — | 137,570 | $1.63M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +69,975 | — | 69,975 | $827.80K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +49,554 | — | 49,554 | $586.22K | Q4 2025 | Feb 17, 2026 |
| Curi Capital, Llc | Buy | +37,800 | — | 37,800 | $447.17K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +35,328 | — | 35,328 | $417.93K | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, Llc | Buy | +33,305 | — | 33,305 | $394.00K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +21,857 | — | 21,857 | $258.57K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Advisers, Lp | Buy | +19,300 | — | 19,300 | $228.32K | Q4 2025 | Feb 17, 2026 |
| Jump Financial, Llc | Buy | +13,600 | — | 13,600 | $160.89K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +11,183 | — | 11,183 | $132.29K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +2,465 | — | 2,465 | $29.00K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +1,968 | — | 1,968 | $23.28K | Q4 2025 | Feb 17, 2026 |
| Bulldog Investors, Llp | Buy | +378,412 | — | 378,412 | $4.48M | Q4 2025 | Feb 13, 2026 |
| Jb Capital Partners Lp | Buy | +167,447 | — | 167,447 | $1.98M | Q4 2025 | Feb 13, 2026 |
| Marshall Wace, Llp | Buy | +101,038 | — | 101,038 | $1.20M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +26,599 | — | 26,599 | $314.67K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +875 | — | 875 | $10.36K | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +132 | — | 132 | $1.56K | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, Llc | Buy | +84,124 | — | 84,124 | $995.19K | Q4 2025 | Feb 12, 2026 |
| Marex Group Plc | Buy | +23,403 | — | 23,403 | $276.86K | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +21,292 | — | 21,292 | $251.88K | Q4 2025 | Feb 12, 2026 |
| Cruiser Capital Advisors, Llc | Buy | +20,435 | — | 20,435 | $241.75K | Q4 2025 | Feb 12, 2026 |
| Eagle Point Credit Management Llc | Buy | +3,634 | — | 3,634 | $42.99K | Q4 2025 | Feb 12, 2026 |
| Blackrock, Inc. | Buy | +9 | — | 9 | $106.00 | Q4 2025 | Feb 12, 2026 |
| Bi Asset Management Fondsmaeglerselskab A/S | Buy | +27,714 | — | 27,714 | $328.00K | Q4 2025 | Feb 11, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +11,650 | — | 11,650 | $137.82K | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +11,092 | — | 11,092 | $131.22K | Q4 2025 | Feb 11, 2026 |
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.
Related PTMN Institutional Insights
- PTMN Overview
- PTMN 13F Institutional Holders
- PTMN Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PTMN Insider Trading & SEC Form 4 Activity
- PTMN Articles
- Top Institutional Investor Stock Rankings