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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 %
PMG
1251
ProVise Management Group
Florida
$327K – – –
SIA
1252
Soltis Investment Advisors
Utah
$327K +$93.4K +501 +40%
WWM
1253
Western Wealth Management
Colorado
$326K -$46.2K -248 -12%
PEA
1254
Park Edge Advisors
Ohio
$326K -$12.1K -65 -4%
PAMG
1255
Patton Albertson Miller Group
Tennessee
$325K – – –
IP
1256
Ignite Planners
California
$323K +$2.95K +15 +0.9%
PP
1257
PrairieView Partners
Minnesota
$322K – – –
MC
1258
Miramar Capital
Illinois
$319K – – –
CL
1259
CVFG LLC
Indiana
$319K – – –
BOCM
1260
Bontempo Ohly Capital Management
Maryland
$318K – – –
FG
1261
Fiduciary Group
Georgia
$318K +$22K +118 +7%
BIA
1262
BHK Investment Advisors
Alabama
$318K – – –
CBT
1263
Central Bank & Trust
Kentucky
$318K – – –
CAAS
1264
Capital Asset Advisory Services
Michigan
$318K -$121K -629 -28%
CVM
1265
Cheviot Value Management
California
$318K -$47.4K -250 -13%
FSA
1266
Franklin Street Advisors
North Carolina
$317K – – –
EIP
1267
Easterly Investment Partners
Massachusetts
$317K – – –
WI
1268
Wedgewood Investors
Pennsylvania
$316K – – –
SF
1269
Symphony Financial
Texas
$316K +$316K +1,473 New
BHPW
1270
Beverly Hills Private Wealth
California
$316K -$10.4K -56 -3%
SPC
1271
Sigma Planning Corp
Michigan
$316K -$6.71K -36 -2%
TI
1272
Truepoint Inc
Ohio
$316K – – –
AWA
1273
Aaron Wealth Advisors
Illinois
$313K +$32.8K +176 +12%
HNWAG
1274
High Net Worth Advisory Group
Florida
$313K – – –
EW
1275
Elyxium Wealth
California
$312K +$5.59K +30 +2%
49 50
51
52 53