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PNC Financial Services

1,756 hedge funds and large institutions have $61.8B invested in PNC Financial Services in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 675 increasing their positions, 652 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $623M | Put options by funds: $237M

27% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 133

6% more capital invested

Capital invested by funds: $58.4B → $61.8B (+$3.33B)

4% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 652

1% more funds holding

Funds holding: 1,7431,756 (+13)

0.4% less ownership

Funds ownership: 84.15%83.75% (-0.4%)

17% less funds holding in top 10

Funds holding in top 10: 2924 (-5)

Holders
1,756
Holders Change
+13
Holders Change %
+0.75%
% of All Funds
23.12%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.32%
New
169
Increased
675
Reduced
652
Closed
133
Calls
$623M
Puts
$237M
Net Calls
+$386M
Net Calls Change
+$331M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
1001
Sunbelt Securities
Texas
$627K +$30.1K +178 +6%
NPFS
1002
Novak & Powell Financial Services
Florida
$627K
SFC
1003
SYM Financial Corp
Indiana
$626K +$569K +3,360 New
EM
1004
Excalibur Management
Massachusetts
$626K -$3.72K -22 -0.7%
FBB
1005
Fulton Breakefield Broenniman
Maryland
$625K +$5.42K +32 +1%
FBFS
1006
First Business Financial Services
Wisconsin
$623K
JAG
1007
Journey Advisory Group
Kentucky
$619K
DWM
1008
Dakota Wealth Management
Florida
$616K +$21K +124 +4%
RP
1009
Riverwater Partners
Wisconsin
$616K -$16.9K -100 -3%
LIA
1010
LBMC Investment Advisors
Tennessee
$616K
NG
1011
Norden Group
Utah
$614K -$191K -1,129 -26%
CA
1012
Crumly & Associates
Illinois
$613K -$5.58K -33 -1%
CRI
1013
Commonwealth Retirement Investments
Virginia
$613K -$2.06M -12,154 -79%
SIG
1014
Stonegate Investment Group
Alabama
$611K +$60.6K +358 +12%
BFO
1015
Boston Family Office
Massachusetts
$610K
LCM
1016
LVM Capital Management
Michigan
$609K
YWM
1017
Yukon Wealth Management
Kansas
$608K +$2.2K +13 +0.4%
WIC
1018
Wilkins Investment Counsel
Massachusetts
$606K -$50.8K -300 -8%
FWIA
1019
Fort Washington Investment Advisors
Ohio
$602K -$278K -1,640 -34%
GWAG
1020
Garrett Wealth Advisory Group
Texas
$602K +$22.2K +131 +4%
BWP
1021
BSW Wealth Partners
Colorado
$598K -$170K -1,007 -24%
CW
1022
Code Waechter
Florida
$598K +$159K +939 +41%
TAM
1023
Tocqueville Asset Management
New York
$597K
WA
1024
Waddell & Associates
Tennessee
$595K +$540K +3,193 New
FCFC
1025
First Citizens Financial Corp
Iowa
$592K

PNC Hedge Fund Activity: Q2 2025 in Review

1,756 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q2 2025, worth a combined $61.8B — up 5.7% from $58.4B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new PNC positions and 133 closed out — a net gain of 36 holders — while 675 added to existing stakes and 652 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $402M. The largest seller was Bank of New York Mellon, cutting an estimated $242M.

  • 1,756 institutional investors held PNC Financial Services (PNC) as of Q2 2025, up from 1,743 in Q1 2025.
  • Funds reported $61.8B of PNC Financial Services stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 169 funds opened new PNC Financial Services positions in Q2 2025 and 133 closed out, a net change of +36 holders.
  • The largest PNC Financial Services buyer in Q2 2025 was Viking Global Investors, an estimated $402M added.
  • The largest PNC Financial Services seller in Q2 2025 was Bank of New York Mellon, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2025.