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PNC Financial Services
PNC

Overview Fund Activity

1,727 hedge funds and large institutions have $61.6B invested in PNC Financial Services in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 661 increasing their positions, 642 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,727
Holders Change
+7
Holders Change %
+0.41%
% of All Funds
23.14%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
167
Increased
661
Reduced
642
Closed
129
Calls
$623M
Puts
$237M
Net Calls
+$386M
Net Calls Change
+$331M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$443M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$366M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$357M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$207M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$158M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$266M
2
Capital International Investors
Capital International Investors
California
-$233M
3
Franklin Resources
Franklin Resources
California
-$193M
4
Bank of America
Bank of America
North Carolina
-$158M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
1151
Fiduciary Financial Group
California
$414K +$51.2K +266 +14%
KWM
1152
Keebeck Wealth Management
Illinois
$414K +$33K +177 +9%
EMAM
1153
Encompass More Asset Management
California
$412K +$177K +949 +75%
SCM
1154
Shelton Capital Management
Colorado
$410K -$14.7K -79 -3%
KWA
1155
Kingswood Wealth Advisors
California
$409K -$113K -606 -22%
DOA
1156
D'Orazio & Associates
Virginia
$409K +$30.4K +163 +8%
FFBTD
1157
First Financial Bank - Trust Division
Ohio
$407K +$23.7K +127 +6%
CI Investments Inc
1158
CI Investments Inc
Ontario, Canada
$406K +$46.8K +251 +13%
IAN
1159
Integrated Advisors Network
Texas
$406K -$2.36M -12,670 -85%
KWM
1160
KFG Wealth Management
Indiana
$405K +$405K +2,171 New
MSRI
1161
Michael S. Ryan Inc
New York
$404K +$33.6K +180 +9%
UAML
1162
US Asset Management LLC
Pennsylvania
$404K – – –
GWANC
1163
Guardian Wealth Advisors (North Carolina)
North Carolina
$404K -$10.3K -55 -2%
WC
1164
Waterloo Capital
Texas
$403K +$403K +2,164 New
IFWM
1165
Institute for Wealth Management
Colorado
$402K – – –
IF
1166
Intrua Financial
Texas
$402K +$152K +817 +61%
CHC
1167
City Holding Co
West Virginia
$397K -$20.7K -111 -5%
OFS
1168
OneAscent Financial Services
Alabama
$397K -$410K -2,137 -51%
WPP
1169
Whalerock Point Partners
Rhode Island
$397K – – –
NP
1170
Nilsine Partners
Colorado
$396K -$33K -177 -8%
OAM
1171
Ostrum Asset Management
France
$395K -$11.4K -61 -3%
PWG
1172
Portside Wealth Group
Utah
$395K +$111K +593 +39%
FFA
1173
Fi3 Financial Advisors
Indiana
$395K +$395K +2,117 New
SWM
1174
SeaCrest Wealth Management
New York
$395K -$15.8K -85 -4%
HI
1175
Hudock Inc
Pennsylvania
$394K +$186 +1 +0%
45 46
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