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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 %
YWM
1001
Yukon Wealth Management
Kansas
$608K +$2.42K +13 +0.4%
WIC
1002
Wilkins Investment Counsel
Massachusetts
$606K -$55.9K -300 -8%
FWIA
1003
Fort Washington Investment Advisors
Ohio
$602K -$306K -1,640 -34%
GWAG
1004
Garrett Wealth Advisory Group
Texas
$602K +$24.4K +131 +4%
BWP
1005
BSW Wealth Partners
Colorado
$598K -$188K -1,007 -24%
CW
1006
Code Waechter
Florida
$598K +$175K +939 +41%
TAM
1007
Tocqueville Asset Management
New York
$597K – – –
WA
1008
Waddell & Associates
Tennessee
$595K +$595K +3,193 New
FCFC
1009
First Citizens Financial Corp
Iowa
$592K – – –
SFS
1010
Sowell Financial Services
Arkansas
$592K -$25.9K -139 -4%
VCM
1011
Voleon Capital Management
California
$591K -$463K -2,481 -44%
KCP
1012
Kera Capital Partners
California
$591K +$591K +3,168 New
FIM
1013
Freedom Investment Management
Connecticut
$590K +$17.3K +93 +3%
MEG
1014
Millstone Evans Group
Colorado
$588K -$2.8K -15 -0.5%
BFS
1015
Bard Financial Services
Connecticut
$587K – – –
FWA
1016
FSM Wealth Advisors
Ohio
$587K +$587K +2,990 New
SKK
1017
Shepherd Kaplan Krochuk
Massachusetts
$587K +$52.8K +283 +10%
TPW
1018
Tiller Private Wealth
Pennsylvania
$585K – – –
LSWP
1019
Liberty Square Wealth Partners
Pennsylvania
$584K – – –
IB
1020
Intrust Bank
Kansas
$584K +$103K +554 +21%
CAMG
1021
CWA Asset Management Group
Florida
$583K +$62.8K +337 +12%
MFG
1022
Magnus Financial Group
New York
$583K -$4.29K -23 -0.7%
PHAM
1023
Palisades Hudson Asset Management
Florida
$582K – – –
SF
1024
Summit Financial
New Jersey
$578K +$26.5K +142 +5%
O3W
1025
Omni 360 Wealth
New Jersey
$573K +$573K +3,073 New
39 40
41
42 43