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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 %
RIS
1476
Retirement Income Solutions
Michigan
$206K +$206K +1,103 New
BSTWA
1477
Blake Schutter Theil Wealth Advisors
Ohio
$205K +$205K +1,100 New
NA
1478
Nautilus Advisors
California
$204K +$204K +1,095 New
MWPCG
1479
Measured Wealth Private Client Group
New Hampshire
$204K +$204K +1,094 New
BZWA
1480
Blue Zone Wealth Advisors
California
$204K +$204K +1,092 New
DWM
1481
Drive Wealth Management
Utah
$203K +$203K +1,090 New
TFP
1482
Triune Financial Partners
Kansas
$203K +$203K +1,088 New
NGA
1483
Naples Global Advisors
Florida
$203K +$203K +1,087 New
EIP
1484
Ellis Investment Partners
Pennsylvania
$202K +$202K +1,085 New
EHC
1485
Everett Harris & Co
California
$202K +$202K +1,082 New
WPWM
1486
Windward Private Wealth Management
Kansas
$201K +$201K +1,080 New
CWM
1487
Calamos Wealth Management
Illinois
$200K +$200K +1,075 New
PCP
1488
Proficio Capital Partners
Massachusetts
$200K +$200K +1,075 New
SGI
1489
Summit Global Investments
Utah
$200K -$559K -3,000 -74%
GLF
1490
Groupe la Francaise
France
$200K +$5.75K +31 +3%
DSC
1491
Duncker Streett & Co
Missouri
$198K -$11K -59 -5%
HFS
1492
Hughes Financial Services
Virginia
$196K -$943 -5 -0.5%
OL
1493
OneFund LLC
Florida
$195K +$195K +1,044 New
CSB
1494
City State Bank
Iowa
$194K – – –
PFBT
1495
Parkside Financial Bank & Trust
Missouri
$189K -$43.8K -235 -19%
NRWA
1496
North Ridge Wealth Advisors
Oregon
$186K – – –
RDFA
1497
Ritter Daniher Financial Advisory
Ohio
$185K – – –
CSS
1498
Cubist Systematic Strategies
Connecticut
$184K -$94.9M -509,452 -100%
SS
1499
SBI Securities
Japan
$183K -$373 -2 -0.2%
PP
1500
Pacifica Partners
Canada
$181K – – –
58 59
60
61 62