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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 %
SHFA
1451
SC&H Financial Advisors
Maryland
$219K +$373 +2 +0.2%
DWA
1452
Dougherty Wealth Advisers
Minnesota
$218K – – –
MSE
1453
MUFG Securities EMEA
United Kingdom
$217K -$19.4M -104,033 -99%
SWA
1454
Stratos Wealth Advisors
Ohio
$217K -$2.43K -13 -1%
LAS
1455
Lloyd Advisory Services
Georgia
$217K +$217K +1,165 New
FCH
1456
Freestone Capital Holdings
Washington
$217K +$217K +1,165 New
MPW
1457
MASECO Private Wealth
$215K +$215K +1,156 New
DIA
1458
Dana Investment Advisors
Wisconsin
$215K -$96.4K -517 -31%
BMWM
1459
Brown Miller Wealth Management
Virginia
$213K – – –
ICP
1460
Impact Capital Partners
Colorado
$213K +$213K +1,141 New
SAI
1461
Savvy Advisors Inc
New York
$212K -$9.32K -50 -4%
JPWM
1462
Jamison Private Wealth Management
Georgia
$212K +$212K +1,138 New
RWMG
1463
Redwood Wealth Management Group
New Jersey
$212K +$212K +1,135 New
FMTC
1464
Farmers & Merchants Trust Company
California
$211K +$211K +1,134 New
VAG
1465
VisionPoint Advisory Group
Texas
$211K +$211K +1,133 New
CBT
1466
Crews Bank & Trust
Florida
$211K – – –
PTB
1467
Pioneer Trust Bank
Oregon
$211K +$211K +1,130 New
W
1468
Wealthquest
Ohio
$209K +$209K +1,123 New
I
1469
InceptionR
California
$209K +$209K +1,123 New
GFPC
1470
Global Financial Private Client
Florida
$209K +$1.86K +10 +0.9%
PCM
1471
Prelude Capital Management
New York
$208K -$119K -636 -36%
Jacobs Levy Equity Management
1472
Jacobs Levy Equity Management
New Jersey
$208K +$208K +1,114 New
CAG
1473
Crestwood Advisors Group
Massachusetts
$207K -$14.5K -78 -7%
PS
1474
Planned Solutions
California
$207K +$207K +1,108 New
GWM
1475
Gibbs Wealth Management
Georgia
$206K +$206K +1,104 New
57 58
59
60 61