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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
AWE
1151
Avidian Wealth Enterprises
Texas
$512K +$51.5K +267 +12%
PFW
1152
Petros Family Wealth
Minnesota
$512K +$473K +2,452 New
DOA
1153
D'Orazio & Associates
Virginia
$511K +$40.5K +210 +9%
TCM
1154
Twin Capital Management
Pennsylvania
$511K -$26.1K -135 -5%
BEAM
1155
Baker Ellis Asset Management
Washington
$510K +$18.9K +98 +4%
E
1156
Evansbrook
Illinois
$510K +$471K +2,442 New
AIM
1157
Advyzon Investment Management
Illinois
$509K +$471K +2,439 New
LS
1158
Livforsakringsbolaget Skandia
Sweden
$509K -$53.1K -275 -10%
SB
1159
SIG Brokerage
New York
$507K +$112K +578 +31%
NFG
1160
Nations Financial Group
Iowa
$505K -$3.86K -20 -0.8%
PPW
1161
Pasadena Private Wealth
California
$505K -$24.3K -126 -5%
CFG
1162
Compton Financial Group
Maryland
$504K +$579 +3 +0.1%
CD
1163
Chapin Davis
Maryland
$502K +$18K +93 +4%
AC
1164
Apella Capital
Connecticut
$502K +$85.7K +444 +23%
BOH
1165
Bank of Hawaii
Hawaii
$497K -$25.7K -133 -5%
SFP
1166
Shepherd Financial Partners
Massachusetts
$495K -$41.3K -214 -8%
DJSG
1167
D.J. St. Germain
Massachusetts
$494K
LWM
1168
Lakeridge Wealth Management
Ohio
$493K +$5.6K +29 +1%
XT
1169
XTX Topco
Cayman Islands
$492K +$455K +2,356 New
BOJHT
1170
Bank of Jackson Hole Trust
Wyoming
$492K -$89.8K -465 -16%
AIP
1171
Almanack Investment Partners
Pennsylvania
$490K +$9.65K +50 +2%
IAIM
1172
International Assets Investment Management
Florida
$490K +$7.33K +38 +2%
DWM
1173
Drive Wealth Management
Utah
$489K +$238K +1,234 +111%
NRG
1174
Nemes Rush Group
Michigan
$489K +$1.54K +8 +0.3%
KWM
1175
Keebeck Wealth Management
Illinois
$488K +$9.65K +50 +2%