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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
AWP
1251
Ascent Wealth Partners
New York
$417K
WAG
1252
Windsor Advisory Group
Ohio
$417K
ADL
1253
Asset Dedication LLC
California
$417K -$578K -2,996 -60%
3IP
1254
3Chopt Investment Partners
Virginia
$416K -$3.28K -17 -0.8%
MLL
1255
Moody Lynn & Lieberson
Massachusetts
$415K
BWM
1256
BlackDiamond Wealth Management
New York
$415K +$332K +1,721 New
LAM
1257
L2 Asset Management
Massachusetts
$411K +$23.7K +123 +7%
WCP
1258
Wick Capital Partners
Pennsylvania
$409K +$378K +1,957 New
BCA
1259
Bay Colony Advisors
Massachusetts
$408K -$97.7K -506 -21%
FHA
1260
Flagship Harbor Advisors
Massachusetts
$406K -$50.8K -263 -12%
TCM
1261
Traynor Capital Management
Pennsylvania
$405K -$1.16K -6 -0.3%
WF
1262
Wayfinding Financial
Washington
$405K +$11.2K +58 +3%
FMI
1263
Frec Markets Inc
California
$404K +$373K +1,933 New
ET
1264
Equitable Trust
Tennessee
$403K
PAMG
1265
Patton Albertson Miller Group
Tennessee
$402K +$48.5K +251 +15%
VW
1266
Vantus Wealth
Pennsylvania
$402K +$372K +1,925 New
AWM
1267
Angeles Wealth Management
California
$402K +$129K +668 +53%
PAS
1268
PKS Advisory Services
New York
$400K -$9.46K -49 -2%
NWM
1269
Northwest Wealth Management
Iowa
$400K +$103K +532 +38%
SWM
1270
SeaCrest Wealth Management
New York
$399K -$33.6K -174 -9%
BTWM
1271
Baker Tilly Wealth Management
Wisconsin
$399K -$8.49K -44 -2%
AHL
1272
Abel Hall LLC
Louisiana
$399K +$133K +687 +56%
LCGC
1273
Legacy Capital Group California
California
$398K +$2.32K +12 +0.6%
SFO
1274
Stokes Family Office
Louisiana
$398K +$113K +583 +44%
HWA
1275
Heritage Wealth Advisors
Virginia
$398K -$5.21K -27 -1%