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Ponce Financial Group

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.

New
Increased
Maintained
Reduced
Closed

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: 7781 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 47.65%47.47% (-0.18%)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% 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
10
Increased
32
Reduced
22
Closed
6
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$31M -$790K -51,286 -3%
MI
2
M3F Inc
Utah
$30.3M -$6.16M -400,000 -18%
BlackRock
3
BlackRock
New York
$26.7M +$103K +6,693 +0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.2M +$6.81K +442 +0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$14.9M +$145K +9,391 +1%
Bank of America
6
Bank of America
North Carolina
$8.22M +$105K +6,795 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.54M -$35.2K -2,283 -0.5%
State Street
8
State Street
Massachusetts
$5.48M +$3.13K +203 +0.1%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.6M +$607K +39,412 +22%
AllianceBernstein
10
AllianceBernstein
Tennessee
$3.39M +$331K +21,500 +12%
EF
11
Empirical Finance
Pennsylvania
$3.39M -$422K -27,436 -12%
MP
12
Mangrove Partners
Connecticut
$3.13M +$179K +11,645 +6%
FPA
13
First Pacific Advisors
California
$2.97M
Northern Trust
14
Northern Trust
Illinois
$2.28M -$179K -11,601 -8%
Marshall Wace
15
Marshall Wace
United Kingdom
$1.97M +$778K +50,539 +72%
Raymond James Financial
16
Raymond James Financial
Florida
$1.91M
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.75M +$92.3K +5,994 +6%
EI
18
EAM Investors
California
$1.17M +$1.1M +71,517 New
WIM
19
Wittenberg Investment Management
Massachusetts
$1.05M
Charles Schwab
20
Charles Schwab
California
$990K +$7.55K +490 +0.8%
Citadel Advisors
21
Citadel Advisors
Florida
$906K +$500K +32,488 +142%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$904K -$34.5K -2,238 -4%
Morgan Stanley
23
Morgan Stanley
New York
$846K +$20.2K +1,311 +3%
Goldman Sachs
24
Goldman Sachs
New York
$837K +$416K +26,988 +112%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$815K +$8.22K +534 +0.9%

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.