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PNC Financial Services
PNC

Overview Fund Activity

1,727 hedge funds and large institutions have $61.6B invested in PNC Financial Services in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 661 increasing their positions, 642 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,727
Holders Change
+7
Holders Change %
+0.41%
% of All Funds
23.14%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
167
Increased
661
Reduced
642
Closed
129
Calls
$623M
Puts
$237M
Net Calls
+$386M
Net Calls Change
+$331M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$443M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$366M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$357M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$207M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$158M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$266M
2
Capital International Investors
Capital International Investors
California
-$233M
3
Franklin Resources
Franklin Resources
California
-$193M
4
Bank of America
Bank of America
North Carolina
-$158M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
701
WealthTrust Axiom
Pennsylvania
$1.4M +$932 +5 +0.1%
IWM
702
Iams Wealth Management
Nebraska
$1.4M -$24.2K -130 -2%
WBC
703
Westpac Banking Corp
Australia
$1.4M +$440K +2,361 +46%
PFM
704
Potomac Fund Management
Florida
$1.39M +$28.3K +146 +2%
HWMO
705
Heritage Wealth Management (Ohio)
Ohio
$1.39M +$4.85K +26 +0.4%
MWM
706
Marion Wealth Management
Pennsylvania
$1.38M -$19K -102 -1%
JE
707
JMAC Enterprises
Pennsylvania
$1.38M +$18.6K +100 +1%
BC
708
Bridgefront Capital
Texas
$1.38M +$1.38M +7,400 New
FCFC
709
First Commonwealth Financial Corp
Pennsylvania
$1.38M +$140K +753 +11%
STA
710
Summit Trail Advisors
New York
$1.36M +$1.36M +7,307 New
HWAM
711
Hennion & Walsh Asset Management
New Jersey
$1.36M -$317K -1,698 -19%
MA
712
MCF Advisors
Kentucky
$1.35M +$101K +544 +8%
CP
713
Canopy Partners
Ohio
$1.34M -$557K -2,987 -29%
AWM
714
Axxcess Wealth Management
California
$1.34M +$153K +819 +13%
OIA
715
OneDigital Investment Advisors
Kansas
$1.34M -$199K -1,068 -13%
ISWM
716
Independent Solutions Wealth Management
New York
$1.34M +$108K +581 +9%
DCM
717
Donaldson Capital Management
Indiana
$1.33M -$52K -279 -4%
MP
718
McDonald Partners
Ohio
$1.33M -$194K -1,040 -13%
NRS
719
Neville Rodie & Shaw
New York
$1.32M – – –
PWP
720
Phillips Wealth Planners
Mississippi
$1.31M +$84.3K +426 +7%
DIP
721
DT Investment Partners
Pennsylvania
$1.31M – – –
GVAG
722
Great Valley Advisor Group
Delaware
$1.31M -$69.6K -373 -5%
PWM
723
Pines Wealth Management
North Carolina
$1.29M -$85.9K -437 -6%
SWP
724
Sagespring Wealth Partners
Tennessee
$1.29M +$250K +1,342 +24%
BOPW
725
Brandywine Oak Private Wealth
Pennsylvania
$1.28M -$1.12K -6 -0.1%
27 28
29
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