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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
JAG
926
Journey Advisory Group
Kentucky
$860K +$154K +797 +24%
AGWCA
927
Annis Gardner Whiting Capital Advisors
Florida
$859K +$518K +2,684 +187%
IFG
928
Independent Financial Group
California
$859K +$66.6K +345 +9%
OAM
929
Oak Asset Management
California
$857K
ACM
930
Aljian Capital Management
Nevada
$855K -$93.4K -484 -11%
VHAM
931
Van Hulzen Asset Management
California
$847K +$63.7K +330 +9%
TAM
932
Tocqueville Asset Management
New York
$841K +$160K +827 +26%
FFC
933
Frederick Financial Consultants
Maryland
$840K -$1.93K -10 -0.2%
SFGP
934
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$839K +$772 +4 +0.1%
TSWM
935
Triangle Securities Wealth Management
North Carolina
$835K -$36.7K -190 -5%
GCM
936
Glaxis Capital Management
Florida
$835K +$772K +4,000 New
ST
937
Spinnaker Trust
Maine
$833K -$23.4K -121 -3%
NB
938
Northwest Bancshares
Pennsylvania
$829K
TC
939
TownSquare Capital
Utah
$823K -$3.67K -19 -0.5%
1M
940
1248 Management
Missouri
$823K +$12K +62 +2%
CW
941
Code Waechter
Florida
$823K +$38K +197 +5%
CAU
942
Caxton Associates (UK)
$822K +$760K +3,937 New
DT
943
Diversified Trust
Tennessee
$820K +$27K +140 +4%
OFG
944
OmniStar Financial Group
North Carolina
$820K -$61.8K -320 -8%
SFS
945
Sowell Financial Services
Arkansas
$815K +$113K +587 +18%
CIAS
946
CFS Investment Advisory Services
New Jersey
$815K +$19.5K +101 +3%
VA
947
Valmark Advisers
Ohio
$814K -$9.84K -51 -1%
SLI
948
Sumitomo Life Insurance
Japan
$813K +$6.56K +34 +0.9%
QWM
949
Quadcap Wealth Management
Texas
$812K -$11K -57 -1%
FCMC
950
Founders Capital Management (Connecticut)
Connecticut
$812K -$6.37K -33 -0.8%