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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
FWA
1051
FSM Wealth Advisors
Ohio
$629K -$34.6K -179 -6%
PHAM
1052
Palisades Hudson Asset Management
Florida
$625K
Capstone Investment Advisors
1053
Capstone Investment Advisors
New York
$623K +$22.8K +118 +4%
FRA
1054
Frank Rimerman Advisors
California
$623K +$12.2K +63 +2%
HAFS
1055
Hapanowicz & Associates Financial Services
Pennsylvania
$621K
AFP
1056
Ausdal Financial Partners
Iowa
$617K +$19.1K +99 +3%
AFM
1057
Armstrong Fleming & Moore
District of Columbia
$617K
JMFC
1058
J.M. Forbes & Co
Massachusetts
$617K
CIAS
1059
Capital Investment Advisory Services
North Carolina
$612K +$89.4K +463 +19%
CAMG
1060
CWA Asset Management Group
Florida
$609K -$5.98K -31 -1%
EA
1061
Everpar Advisors
Oklahoma
$609K -$171K -888 -23%
CAM
1062
Cidel Asset Management
Ontario, Canada
$608K +$15.1K +78 +3%
CPSAC
1063
Chas P. Smith & Associates (CPS)
Florida
$607K +$332K +1,721 +145%
PPC
1064
Park Place Capital
Alabama
$606K -$1.74K -9 -0.3%
CWP
1065
Concord Wealth Partners
Virginia
$603K -$6.76K -35 -1%
LFS
1066
Lighthouse Financial Services
California
$603K +$557K +2,887 New
S
1067
Sunpointe
Missouri
$603K +$3.28K +17 +0.6%
OL
1068
one8zero8 LLC
North Carolina
$601K
CWM
1069
Cornerstone Wealth Management
Missouri
$600K +$182K +945 +49%
JWS
1070
Juncture Wealth Strategies
Arizona
$598K +$40.7K +211 +8%
WMA
1071
West Michigan Advisors
Michigan
$596K -$31.5K -163 -5%
MA
1072
Mutual Advisors
Nebraska
$596K +$60.8K +315 +12%
FCFC
1073
First Citizens Financial Corp
Iowa
$595K -$62.7K -325 -10%
APP
1074
Avantax Planning Partners
Iowa
$595K -$579 -3 -0.1%
LIA
1075
Lynx Investment Advisory
District of Columbia
$592K -$3.09K -16 -0.6%