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PNC Financial Services
PNC

Overview Fund Activity

1,720 hedge funds and large institutions have $57B invested in PNC Financial Services in 2025 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 703 increasing their positions, 604 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,720
Holders Change
+6
Holders Change %
+0.35%
% of All Funds
23.36%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
145
Increased
703
Reduced
604
Closed
113
Calls
$348M
Puts
$292M
Net Calls
+$55.4M
Net Calls Change
+$164M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$345M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$239M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$160M
4
Amundi
Amundi
France
+$152M
5
Goldman Sachs
Goldman Sachs
New York
+$146M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.34B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$274M
3
Franklin Resources
Franklin Resources
California
-$211M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
5
Citadel Advisors
Citadel Advisors
Florida
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
1026
Impact Partnership Wealth
Georgia
$600K -$160K -909 -21%
OCM
1027
One Capital Management
California
$599K +$76.1K +433 +15%
RP
1028
Riverwater Partners
Wisconsin
$598K +$15.3K +87 +3%
HAFS
1029
Hapanowicz & Associates Financial Services
Pennsylvania
$597K +$77.7K +442 +15%
GSEP
1030
Golden State Equity Partners
California
$596K +$4.92K +28 +0.8%
EM
1031
Excalibur Management
Massachusetts
$594K -$2.64K -15 -0.4%
GAA
1032
Guardian Asset Advisors
Pennsylvania
$592K +$104K +591 +21%
NPFS
1033
Novak & Powell Financial Services
Florida
$591K – – –
WI
1034
WrapManager Inc
California
$587K -$87.5K -498 -13%
JMFC
1035
J.M. Forbes & Co
Massachusetts
$587K +$4.39K +25 +0.8%
FBFS
1036
First Business Financial Services
Wisconsin
$587K – – –
CIAS
1037
CFS Investment Advisory Services
New Jersey
$587K -$351 -2 -0.1%
MPPLM
1038
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$586K +$7.03K +40 +1%
FBB
1039
Fulton Breakefield Broenniman
Maryland
$584K -$346K -1,971 -37%
CA
1040
Crumly & Associates
Illinois
$584K +$30.4K +173 +5%
JAG
1041
Journey Advisory Group
Kentucky
$583K -$157K -893 -21%
SFS
1042
Sowell Financial Services
Arkansas
$582K +$582K +3,312 New
LIA
1043
LBMC Investment Advisors
Tennessee
$580K – – –
CW
1044
CreativeOne Wealth
Kansas
$579K +$22K +125 +4%
BFO
1045
Boston Family Office
Massachusetts
$575K -$40.4K -230 -7%
LCM
1046
LVM Capital Management
Michigan
$574K – – –
FRA
1047
Frank Rimerman Advisors
California
$574K -$65.2K -371 -10%
SWM
1048
Spire Wealth Management
Virginia
$573K +$12.1K +69 +2%
YWM
1049
Yukon Wealth Management
Kansas
$571K +$571K +3,248 New
TCOV
1050
Trust Company of Vermont
Vermont
$569K -$130K -739 -19%
40 41
42
43 44