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Ponce Financial Group

75 hedge funds and large institutions have $157M invested in Ponce Financial Group in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $142M → $157M (+$14.9M)

3% more funds holding

Funds holding: 7375 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.11% less ownership

Funds ownership: 48.49%47.38% (-1.1%)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
28
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$144K +$134K +10,405 New
Citigroup
52
Citigroup
New York
$113K -$84.5K -6,554 -45%
PFSRSONJ
53
Police & Firemen's Retirement System of New Jersey
New Jersey
$53.8K
TRCT
54
Tower Research Capital (TRC)
New York
$48.6K +$14.4K +1,114 +46%
ACA
55
American Capital Advisory
Idaho
$38.8K +$2.58K +200 +8%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$29.4K -$16.9K -1,312 -38%
MCM
57
MAI Capital Management
Ohio
$27.6K
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$26.6K -$19.2K -1,489 -44%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$25.8K
Legal & General Group
60
Legal & General Group
United Kingdom
$25.2K +$1.96K +152 +9%
AIP
61
Ameritas Investment Partners
Nebraska
$23.4K
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$19.4K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$14.2K +$64 +5 +0.5%
AB
64
Amalgamated Bank
New York
$10K
Russell Investments Group
65
Russell Investments Group
United Kingdom
$9.94K +$2.27K +176 +32%
SCM
66
Sterling Capital Management
North Carolina
$7.17K +$2.37K +184 +55%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$5K +$284 +22 +6%
C
68
Covestor
United Kingdom
$3K -$116 -9 -4%
Federated Hermes
69
Federated Hermes
Pennsylvania
$1.8K +$1.68K +130 New
CMBA
70
C.M. Bidwell & Associates
Hawaii
$581
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$540
RIL
72
Rothschild Investment LLC
Illinois
$484 +$64 +5 +17%
IA
73
IFP Advisors
Florida
$333 -$13 -1 Closed
TWD
74
True Wealth Design
Ohio
$84 +$13 +1 +20%
EP
75
Essential Partners
California
$55 +$52 +4 New

PDLB Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q2 2025, worth a combined $157M — up 10% from $142M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PDLB positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Empirical Finance, opening a new position worth an estimated $3.02M. The largest seller was Nuveen, cutting an estimated $5.16M.

  • 75 institutional investors held Ponce Financial Group (PDLB) as of Q2 2025, up from 73 in Q1 2025.
  • Funds reported $157M of Ponce Financial Group stock for Q2 2025, up 10% quarter-over-quarter.
  • 13 funds opened new Ponce Financial Group positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest Ponce Financial Group buyer in Q2 2025 was Empirical Finance, an estimated $3.02M added.
  • The largest Ponce Financial Group seller in Q2 2025 was Nuveen, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2025.