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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 %
PCP
876
Perbak Capital Partners
United Kingdom
$823K +$509K +2,732 +162%
AG
877
AIA Group
Hong Kong
$823K -$698K -3,746 -46%
EW
878
Evoke Wealth
California
$822K +$822K +4,408 New
STB
879
S&T Bank
Pennsylvania
$821K – – –
CC
880
Carlson Capital
Texas
$820K -$485K -2,600 -37%
CAM
881
CPA Asset Management
Florida
$816K – – –
DBRC
882
D.B. Root & Company
Pennsylvania
$810K -$54.1K -290 -6%
SCP
883
Sivia Capital Partners
California
$807K +$270K +1,449 +50%
DA
884
Denali Advisors
California
$802K -$112K -600 -12%
WPA
885
West Paces Advisors
Georgia
$797K -$185K -992 -19%
SPF
886
South Plains Financial
Texas
$784K +$272K +1,458 +53%
MWM
887
Modern Wealth Management
Kansas
$784K -$80K -429 -9%
LWAM
888
Legacy Wealth Asset Management
Minnesota
$784K +$2.8K +15 +0.4%
FSA
889
Fort Sheridan Advisors
Illinois
$783K -$1.31K -7 -0.2%
MWM
890
Mission Wealth Management
California
$780K -$9.13K -49 -1%
TTWM
891
TCV Trust & Wealth Management
Virginia
$780K – – –
TSWM
892
Triangle Securities Wealth Management
North Carolina
$773K -$9.32K -50 -1%
QC
893
Quent Capital
New York
$771K -$17.5K -94 -2%
DE
894
Diversified Enterprises
Delaware
$771K -$29.1K -156 -4%
RWM
895
RKL Wealth Management
Pennsylvania
$770K +$106K +569 +16%
CA
896
Calton & Associates
Florida
$769K +$85.2K +457 +12%
ICP
897
Interchange Capital Partners
Pennsylvania
$768K +$2.98K +16 +0.4%
PPWP
898
Premier Path Wealth Partners
New Jersey
$767K +$75.7K +406 +11%
ST
899
Spinnaker Trust
Maine
$766K – – –
OAM
900
Oak Asset Management
California
$765K – – –
34 35
36
37 38