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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
MI
1
M3F Inc
Utah
$32M +$630K +48,887 +2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$27M -$2.64M -205,107 -10%
BlackRock
3
BlackRock
New York
$22.6M -$393K -30,461 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.3M +$206K +16,007 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.4M +$476K +36,903 +4%
Bank of America
6
Bank of America
North Carolina
$6.86M -$31.1K -2,414 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.65M +$116K +9,011 +2%
State Street
8
State Street
Massachusetts
$4.71M +$535K +41,514 +14%
EF
9
Empirical Finance
Pennsylvania
$3.25M +$3.02M +234,649 New
FPA
10
First Pacific Advisors
California
$2.51M
MP
11
Mangrove Partners
Connecticut
$2.26M
Northern Trust
12
Northern Trust
Illinois
$2.17M -$70.3K -5,453 -3%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.01M +$122K +9,500 +7%
AllianceBernstein
14
AllianceBernstein
Tennessee
$1.86M +$66K +5,120 +4%
Raymond James Financial
15
Raymond James Financial
Florida
$1.62M +$4.16K +323 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.03M +$273K +21,218 +40%
WIM
17
Wittenberg Investment Management
Massachusetts
$889K
Charles Schwab
18
Charles Schwab
California
$864K +$62K +4,812 +8%
Morgan Stanley
19
Morgan Stanley
New York
$831K -$175K -13,613 -18%
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$823K +$248K +19,230 +48%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$727K +$32.3K +2,508 +5%
Millennium Management
22
Millennium Management
New York
$712K +$663K +51,419 New
BFIM
23
Beese Fulmer Investment Management
Ohio
$622K -$8.15K -632 -1%
GI
24
GAMCO Investors
Connecticut
$536K +$499K +38,718 New
Barclays
25
Barclays
United Kingdom
$455K +$173K +13,414 +69%

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.