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PNC Financial Services

1,916 hedge funds and large institutions have $68.1B invested in PNC Financial Services in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 836 increasing their positions, 603 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 105

39% more repeat investments, than reductions

Existing positions increased: 836 | Existing positions reduced: 603

16% more call options, than puts

Call options by funds: $330M | Put options by funds: $285M

2% more funds holding

Funds holding: 1,8821,916 (+34)

3% less capital invested

Capital invested by funds: $70B → $68.1B (-$1.93B)

4.99% less ownership

Funds ownership: 86.13%81.14% (-5%)

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
1,916
Holders Change
+34
Holders Change %
+1.81%
% of All Funds
23.56%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.21%
New
177
Increased
836
Reduced
603
Closed
105
Calls
$330M
Puts
$285M
Net Calls
+$44.6M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1076
Caldwell Trust
Florida
$631K +$58.3K +268 +10%
MCM
1077
Marathon Capital Management
Maryland
$630K -$10.9K -50 -2%
PW
1078
PUREfi Wealth
Massachusetts
$630K +$157K +722 +31%
HI
1079
Hoey Investments
Pennsylvania
$628K +$109K +500 +20%
WG
1080
Welch Group
Alabama
$627K -$22.4K -103 -3%
SPI
1081
Santori & Peters Inc
Pennsylvania
$627K -$1.31K -6 -0.2%
BWM
1082
BlackDiamond Wealth Management
New York
$625K +$279K +1,282 +74%
AAP
1083
Aristotle Atlantic Partners
Florida
$624K +$653K +3,000 New
APP
1084
Avantax Planning Partners
Iowa
$624K +$32.4K +149 +5%
BFM
1085
Boothbay Fund Management
New York
$623K +$652K +2,994 New
PHAM
1086
Palisades Hudson Asset Management
Florida
$623K
FRA
1087
Frank Rimerman Advisors
California
$621K
LFS
1088
Lighthouse Financial Services
California
$620K -$18.3K -84 -3%
VVP
1089
Venture Visionary Partners
Ohio
$619K +$60.1K +276 +10%
JMFC
1090
J.M. Forbes & Co
Massachusetts
$615K
AC
1091
AlphaCore Capital
California
$615K -$172K -792 -21%
HAFS
1092
Hapanowicz & Associates Financial Services
Pennsylvania
$614K -$5.88K -27 -0.9%
KWM
1093
Keebeck Wealth Management
Illinois
$611K +$130K +598 +26%
AFP
1094
Ausdal Financial Partners
Iowa
$605K -$11.1K -51 -2%
FSA
1095
Franklin Street Advisors
North Carolina
$603K +$283K +1,298 +81%
FMI
1096
Frec Markets Inc
California
$602K +$209K +960 +50%
CWP
1097
Concord Wealth Partners
Virginia
$601K
AFM
1098
Armstrong Fleming & Moore
District of Columbia
$601K -$15.5K -71 -2%
AWE
1099
Avidian Wealth Enterprises
Texas
$601K +$94.1K +432 +18%
OL
1100
one8zero8 LLC
North Carolina
$599K

PNC Hedge Fund Activity: Q1 2026 in Review

1,916 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2026, worth a combined $68.1B — down 2.8% from $70B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new PNC positions and 105 closed out — a net gain of 72 holders — while 836 added to existing stakes and 603 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.33B. The largest seller was Capital International Investors, cutting an estimated $2.26B.

  • 1,916 institutional investors held PNC Financial Services (PNC) as of Q1 2026, up from 1,882 in Q4 2025.
  • Funds reported $68.1B of PNC Financial Services stock for Q1 2026, down 2.8% quarter-over-quarter.
  • 177 funds opened new PNC Financial Services positions in Q1 2026 and 105 closed out, a net change of +72 holders.
  • The largest PNC Financial Services buyer in Q1 2026 was Capital Research Global Investors, an estimated $1.33B added.
  • The largest PNC Financial Services seller in Q1 2026 was Capital International Investors, an estimated $2.26B sold.

Based on aggregated 13F filings for Q1 2026.