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PNC Financial Services

1,880 hedge funds and large institutions have $70B invested in PNC Financial Services in 2025 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 673 increasing their positions, 655 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 246 | Existing positions closed: 120

6% more capital invested

Capital invested by funds: $66B → $70B (+$4.01B)

5% more funds holding

Funds holding: 1,7911,880 (+89)

2.71% more ownership

Funds ownership: 83.42%86.13% (+2.7%)

3% more repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 655

5% less call options, than puts

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

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
1,880
Holders Change
+89
Holders Change %
+4.97%
% of All Funds
22.88%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.27%
New
246
Increased
673
Reduced
655
Closed
120
Calls
$363M
Puts
$380M
Net Calls
-$17.4M
Net Calls Change
-$278M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Bayview Asset Management
Florida
$1.67M -$772K -4,000 -33%
HAI
702
Hennessy Advisors Inc
California
$1.67M -$96.5K -500 -6%
MC
703
Middleton & Co
Massachusetts
$1.67M -$2.9K -15 -0.2%
PL
704
Perpetual Ltd
Australia
$1.66M +$49.8K +258 +3%
MWM
705
Marion Wealth Management
Pennsylvania
$1.63M +$7.72K +40 +0.5%
FDDB
706
Fidelity D&D Bancorp
Pennsylvania
$1.63M -$10.4K -54 -0.7%
JE
707
JMAC Enterprises
Pennsylvania
$1.63M
SWP
708
Sagespring Wealth Partners
Tennessee
$1.62M +$78.9K +409 +6%
Fisher Asset Management
709
Fisher Asset Management
Washington
$1.62M +$744K +3,852 +99%
NA
710
Nordwand Advisors
Pennsylvania
$1.62M +$29K +150 +2%
PFSC
711
Peoples Financial Services Corp
Pennsylvania
$1.6M -$9.65K -50 -0.6%
DBIA
712
Dumont & Blake Investment Advisors
New Jersey
$1.6M -$33K -171 -2%
ISWM
713
Independent Solutions Wealth Management
New York
$1.59M -$35.5K -184 -2%
PWAM
714
Private Wealth Asset Management
Iowa
$1.58M
IWM
715
Iams Wealth Management
Nebraska
$1.58M +$204K +1,058 +16%
DFA
716
Delta Financial Advisors
Louisiana
$1.58M +$1.16K +6 +0.1%
WAP
717
Wealthcare Advisory Partners
Pennsylvania
$1.56M +$381K +1,973 +36%
HWMO
718
Heritage Wealth Management (Ohio)
Ohio
$1.55M -$6.56K -34 -0.5%
CL
719
CSS LLC
Illinois
$1.54M +$1.43M +7,400 New
WBC
720
Westpac Banking Corp
Australia
$1.54M -$4.25K -22 -0.3%
GVAG
721
Great Valley Advisor Group
Delaware
$1.54M +$2.7K +14 +0.2%
OFS
722
Orrstown Financial Services
Pennsylvania
$1.53M -$2.9K -15 -0.2%
EWA
723
EverSource Wealth Advisors
Alabama
$1.53M +$82.4K +427 +6%
IIA
724
IPG Investment Advisors
California
$1.52M +$1.41M +7,302 New
AFG
725
Atomi Financial Group
New York
$1.52M +$289K +1,499 +26%