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PNC Financial Services

1,853 hedge funds and large institutions have $69.9B invested in PNC Financial Services in 2025 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 666 increasing their positions, 649 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 649

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

4% less call options, than puts

Call options by funds: $360M | Put options by funds: $376M

Holders
1,853
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$360M
Puts
$376M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1076
Caldwell Trust
Florida
$577K
WIS
1077
Wright Investors Service
Connecticut
$574K
S
1078
Storgate
Texas
$572K
LWCFA
1079
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$571K
MPIA
1080
Mountain Pacific Investment Advisers
Idaho
$571K
KMWM
1081
Keudell/Morrison Wealth Management
Oregon
$566K
BIM
1082
Baldwin Investment Management
Pennsylvania
$565K
CWM
1083
Cordatus Wealth Management
Pennsylvania
$564K
VVP
1084
Venture Visionary Partners
Ohio
$563K
RL
1085
Rogco LP
Oklahoma
$562K
LIM
1086
Leavell Investment Management
Alabama
$561K
CRI
1087
Commonwealth Retirement Investments
Virginia
$560K
JTWM
1088
Jackson Thornton Wealth Management
Alabama
$560K
EWM
1089
Empirical Wealth Management
Washington
$559K
HCM
1090
Howard Capital Management
Georgia
$559K
Lazard Asset Management
1091
Lazard Asset Management
New York
$559K
WCM
1092
Winthrop Capital Management
Indiana
$557K
PWPS
1093
Pinnacle Wealth Planning Services
Ohio
$556K
BHWM
1094
Bar Harbor Wealth Management
New Hampshire
$556K
ALAM
1095
Asahi Life Asset Management
Japan
$554K
WBG
1096
Wharton Business Group
Pennsylvania
$554K
NP
1097
Nilsine Partners
Colorado
$554K
WMP
1098
Wealth Management Partners
Arizona
$553K
KA
1099
Kovack Advisors
Florida
$552K
DCM
1100
Dorato Capital Management
Colorado
$549K