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Ponce Financial Group

77 hedge funds and large institutions have $168M invested in Ponce Financial Group in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

7% more capital invested

Capital invested by funds: $157M → $168M (+$10.8M)

3% more funds holding

Funds holding: 7577 (+2)

0.27% more ownership

Funds ownership: 47.38%47.65% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
29
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$49.9K -$69K -4,765 -58%
ACA
52
American Capital Advisory
Idaho
$41.2K
Russell Investments Group
53
Russell Investments Group
United Kingdom
$39.7K +$28.7K +1,980 +276%
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$31.3K
MCM
55
MAI Capital Management
Ohio
$29.3K
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$27.4K
Legal & General Group
57
Legal & General Group
United Kingdom
$26.8K
AIP
58
Ameritas Investment Partners
Nebraska
$24.8K
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$20.6K +$14 +1 +0.1%
SCM
60
Sterling Capital Management
North Carolina
$19.9K +$12.1K +839 +162%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$15.1K +$43 +3 +0.3%
TRCT
62
Tower Research Capital (TRC)
New York
$14.4K -$36.6K -2,527 -72%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$11K +$5.31K +367 +98%
AB
64
Amalgamated Bank
New York
$10K
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$5K -$162K -11,183 -97%
Optiver Holding
66
Optiver Holding
Netherlands
$4.97K +$4.89K +338 New
C
67
Covestor
United Kingdom
$3K -$116 -8 -4%
AAP
68
Arax Advisory Partners
Colorado
$2.63K +$2.59K +179 New
Federated Hermes
69
Federated Hermes
Pennsylvania
$1.91K
EP
70
Essential Partners
California
$1.4K +$1.32K +91 +2,275%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1.07K +$492 +34 +87%
CMBA
72
C.M. Bidwell & Associates
Hawaii
$617
RIL
73
Rothschild Investment LLC
Illinois
$294 -$217 -15 -43%
TWD
74
True Wealth Design
Ohio
$133 +$43 +3 +50%
IA
75
IFP Advisors
Florida
$132 +$130 +9 New

PDLB Hedge Fund Activity: Q3 2025 in Review

77 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q3 2025, worth a combined $168M — up 6.9% from $157M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PDLB positions and 3 closed out — a net gain of 2 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $746K. The largest seller was M3F Inc, cutting an estimated $865K.

  • 77 institutional investors held Ponce Financial Group (PDLB) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $168M of Ponce Financial Group stock for Q3 2025, up 6.9% quarter-over-quarter.
  • 5 funds opened new Ponce Financial Group positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest Ponce Financial Group buyer in Q3 2025 was AllianceBernstein, an estimated $746K added.
  • The largest Ponce Financial Group seller in Q3 2025 was M3F Inc, an estimated $865K sold.

Based on aggregated 13F filings for Q3 2025.