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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
Lazard Asset Management
1101
Lazard Asset Management
New York
$559K -$8.3K -43 -2%
WCM
1102
Winthrop Capital Management
Indiana
$557K +$7.33K +38 +1%
PWPS
1103
Pinnacle Wealth Planning Services
Ohio
$556K +$15.1K +78 +3%
BHWM
1104
Bar Harbor Wealth Management
New Hampshire
$556K -$11.4K -59 -2%
ALAM
1105
Asahi Life Asset Management
Japan
$554K +$512K +2,655 New
WBG
1106
Wharton Business Group
Pennsylvania
$554K
NP
1107
Nilsine Partners
Colorado
$554K +$67.9K +352 +15%
WMP
1108
Wealth Management Partners
Arizona
$553K -$13.5K -70 -3%
KA
1109
Kovack Advisors
Florida
$552K +$127K +660 +33%
DCM
1110
Dorato Capital Management
Colorado
$549K +$500K +2,588 New
MLA
1111
MB, Levis & Associates
Pennsylvania
$548K -$17K -88 -3%
BMCM
1112
Bryn Mawr Capital Management
Pennsylvania
$548K +$44K +228 +10%
ML
1113
MLP3 LLC
New Jersey
$545K +$504K +2,610 New
MO
1114
McMillan Office
Michigan
$544K +$503K +2,607 New
CFO
1115
Cambient Family Office
Michigan
$544K +$503K +2,605 New
Koshinski Asset Management
1116
Koshinski Asset Management
Illinois
$543K +$97.5K +505 +24%
BFA
1117
Beacon Financial Advisory
Ohio
$542K -$48.8K -253 -9%
PCS
1118
Personal CFO Solutions
New Jersey
$542K -$144K -747 -22%
FIA
1119
Foundations Investment Advisors
Arizona
$542K +$87.8K +455 +21%
QWP
1120
Quotient Wealth Partners
Texas
$541K -$16.6K -86 -3%
AWA
1121
AmeriServ Wealth Advisors
Pennsylvania
$540K -$50.6K -262 -9%
SC
1122
Steph & Co
Wisconsin
$540K -$59.1K -306 -11%
LF
1123
Lantz Financial
Illinois
$539K +$31.1K +161 +7%
YP
1124
YANKCOM Partnership
South Dakota
$539K +$8.88K +46 +2%
KP
1125
Keel Point
Alabama
$538K -$67.8K -351 -12%