Ponce Financial Group
PDLB
81 hedge funds and large institutions have $186M invested in Ponce Financial Group in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
11% more capital invested
Capital invested by funds: $168M → $186M (+$18M)
5% more funds holding
Funds holding: 77 → 81 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.18% less ownership
Funds ownership: 47.65% → 47.47% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
+$1.1M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$778K |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$761K |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$622K |
| 5 |
Renaissance Technologies
New York
|
+$607K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$6.16M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$790K |
| 3 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$422K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$195K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$192K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.01K | -$169 | -11 | -15% |
|
|
EP
77
Essential Partners
Rancho Santa Fe,
California
| $654 | -$847 | -55 | -58% |
|
|
RIL
78
Rothschild Investment LLC
Chicago,
Illinois
| $376 | +$46 | +3 | +15% |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $196 | +$46 | +3 | +33% |
|
|
TWD
80
True Wealth Design
Akron,
Ohio
| $164 | +$15 | +1 | +11% |
|
|
EWA
81
EverSource Wealth Advisors
Birmingham,
Alabama
| $131 | +$31 | +2 | +33% |
|
|
82
First Trust Advisors
Wheaton,
Illinois
| – | -$195K | -13,241 | Closed |
|
|
83
Franklin Resources
San Mateo,
California
| – | -$192K | -13,051 | Closed |
|
|
HF
84
HRT Financial
New York
| – | -$153K | -10,470 | Closed |
|
|
AAP
85
Arax Advisory Partners
Denver,
Colorado
| – | -$2.63K | -179 | Closed |
|
|
CMBA
86
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$617 | -42 | Closed |
|
|
AF
87
Allworth Financial
Folsom,
California
| – | -$15 | -1 | Closed |
|
PDLB Hedge Fund Activity: Q4 2025 in Review
81 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q4 2025, worth a combined $186M — up 11% from $168M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PDLB positions and 6 closed out — a net gain of 4 holders — while 32 added to existing stakes and 22 trimmed.
The largest buyer was EAM Investors, opening a new position worth an estimated $1.1M. The largest seller was M3F Inc, cutting an estimated $6.16M.
- 81 institutional investors held Ponce Financial Group (PDLB) as of Q4 2025, up from 77 in Q3 2025.
- Funds reported $186M of Ponce Financial Group stock for Q4 2025, up 11% quarter-over-quarter.
- 10 funds opened new Ponce Financial Group positions in Q4 2025 and 6 closed out, a net change of +4 holders.
- The largest Ponce Financial Group buyer in Q4 2025 was EAM Investors, an estimated $1.1M added.
- The largest Ponce Financial Group seller in Q4 2025 was M3F Inc, an estimated $6.16M sold.
Based on aggregated 13F filings for Q4 2025.