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Ponce Financial Group

73 hedge funds and large institutions have $142M invested in Ponce Financial Group in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

7% more funds holding

Funds holding: 6873 (+5)

0.22% more ownership

Funds ownership: 48.27%48.49% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $150M → $142M (-$7.14M)

52% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 31

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
15
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$28.7M +$18.7K +1,426 +0.1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$27.3M -$1.89M -144,840 -6%
BlackRock
3
BlackRock
New York
$21.1M -$452K -34,521 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.8M -$25.1K -1,916 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$10.9M +$410K +31,354 +4%
Bank of America
6
Bank of America
North Carolina
$6.31M -$98.2K -7,507 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.97M +$141K +10,764 +2%
State Street
8
State Street
Massachusetts
$3.79M +$293K +22,379 +8%
FPA
9
First Pacific Advisors
California
$2.3M
MP
10
Mangrove Partners
Connecticut
$2.07M
Northern Trust
11
Northern Trust
Illinois
$2.06M -$1.23K -94 -0.1%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.72M -$319K -24,400 -15%
AllianceBernstein
13
AllianceBernstein
Tennessee
$1.64M +$362K +27,639 +27%
Raymond James Financial
14
Raymond James Financial
Florida
$1.48M +$1.11M +84,714 +265%
Morgan Stanley
15
Morgan Stanley
New York
$934K -$18.1K -1,385 -2%
WIM
16
Wittenberg Investment Management
Massachusetts
$814K
Charles Schwab
17
Charles Schwab
California
$730K
Goldman Sachs
18
Goldman Sachs
New York
$728K -$233K -17,803 -24%
6CM
19
683 Capital Management
New York
$697K -$669K -51,137 -48%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$670K -$55.2K -4,218 -7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$634K -$29.8K -2,276 -4%
N
22
Nuveen
North Carolina
$585K +$5.16M +394,694 +1,127%
BFIM
23
Beese Fulmer Investment Management
Ohio
$577K
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$510K -$72.6K -5,550 -12%
KTA
25
Keeley-Teton Advisors
Illinois
$491K

PDLB Hedge Fund Activity: Q1 2025 in Review

73 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2025, worth a combined $142M — down 4.8% from $150M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PDLB positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 31 trimmed.

The largest buyer was Nuveen, adding an estimated $5.16M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.89M.

  • 73 institutional investors held Ponce Financial Group (PDLB) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $142M of Ponce Financial Group stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 8 funds opened new Ponce Financial Group positions in Q1 2025 and 3 closed out, a net change of +5 holders.
  • The largest Ponce Financial Group buyer in Q1 2025 was Nuveen, an estimated $5.16M added.
  • The largest Ponce Financial Group seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2025.