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PNC Financial Services

1,865 hedge funds and large institutions have $69.9B invested in PNC Financial Services in 2025 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 670 increasing their positions, 651 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 670 | Existing positions reduced: 651

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

5% less call options, than puts

Call options by funds: $363M | Put options by funds: $380M

Holders
1,865
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$363M
Puts
$380M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
601
Integrated Wealth Concepts
Massachusetts
$2.39M
WA
602
Wealth Alliance
New York
$2.38M
DCM
603
Delta Capital Management
New Jersey
$2.37M
FC
604
FORA Capital
Florida
$2.33M
ECM
605
Everence Capital Management
Indiana
$2.32M
VT
606
Vise Technologies
New York
$2.32M
VA
607
VestGen Advisors
Illinois
$2.31M
EPW
608
Evolve Private Wealth
California
$2.3M
EP
609
Edgestream Partners
New Jersey
$2.29M
WIA
610
World Investment Advisors
California
$2.29M
TFS
611
Thoroughbred Financial Services
Tennessee
$2.29M
MAS
612
Meeder Advisory Services
Ohio
$2.28M
PWM
613
Perigon Wealth Management
California
$2.28M
VCM
614
Voleon Capital Management
California
$2.27M
WB
615
Webster Bank
Connecticut
$2.27M
BWP
616
Barlow Wealth Partners
Kentucky
$2.26M
EWA
617
EP Wealth Advisors
California
$2.23M
SAM
618
Securian Asset Management
Minnesota
$2.23M
COCM
619
Charter Oak Capital Management
New Hampshire
$2.21M
AWM
620
Axxcess Wealth Management
California
$2.21M
Squarepoint
621
Squarepoint
New York
$2.18M
BIG
622
Brooklyn Investment Group
New York
$2.18M
HA
623
Harbor Advisors
Florida
$2.18M
JWA
624
JFS Wealth Advisors
Pennsylvania
$2.17M
KRSITF
625
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.17M