We are live on ! Find out more
PNC icon

PNC Financial Services

1,732 hedge funds and large institutions have $64B invested in PNC Financial Services in 2024 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 599 increasing their positions, 609 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 58

10% more funds holding

Funds holding: 1,5701,732 (+162)

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

4% more capital invested

Capital invested by funds: $61.4B → $64B (+$2.54B)

0.1% less ownership

Funds ownership: 83.72%83.63% (-0.1%)

2% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 609

25% less call options, than puts

Call options by funds: $326M | Put options by funds: $435M

Holders
1,732
Holders Change
+162
Holders Change %
+10.32%
% of All Funds
22.81%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
254
Increased
599
Reduced
609
Closed
58
Calls
$326M
Puts
$435M
Net Calls
-$109M
Net Calls Change
-$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1501
Bare Financial Services
Pennsylvania
$163K
HCM
1502
Hollencrest Capital Management
California
$162K
VWA
1503
VSM Wealth Advisory
Maryland
$159K +$229K +1,164 New
JFA
1504
JNBA Financial Advisors
Minnesota
$151K
RS
1505
R Squared
Hong Kong
$148K +$151K +770 New
WPWM
1506
Western Pacific Wealth Management
Illinois
$148K
ITFISA
1507
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$144K +$147K +748 New
LFA
1508
Legend Financial Advisors
Pennsylvania
$143K +$29.3K +149 +25%
CAWM
1509
Capital A Wealth Management
Pennsylvania
$141K +$144K +731 New
CWC
1510
Carolinas Wealth Consulting
North Carolina
$138K +$3.54K +18 +0.4%
SGC
1511
Slocum, Gordon & Co
Rhode Island
$134K
SIS
1512
Sound Income Strategies
Florida
$132K -$3.93K -20 -3%
EPW
1513
Endeavor Private Wealth
Kansas
$126K +$128K +651 New
OC
1514
Oakworth Capital
Alabama
$116K -$21.2K -108 -15%
CA
1515
Crewe Advisors
Utah
$115K -$55K -280 -32%
VWM
1516
Venturi Wealth Management
Texas
$115K +$2.16K +11 +2%
DCBT
1517
Dakota Community Bank & Trust
North Dakota
$114K +$25.4K +129 +28%
AEPWM
1518
Atlantic Edge Private Wealth Management
Florida
$114K -$4.92K -25 -4%
GIM
1519
Gold Investment Management
Alberta, Canada
$113K
ZRP
1520
Zynergy Retirement Planning
New Jersey
$112K
RA
1521
Rise Advisors
New York
$111K +$983 +5 +0.9%
CAL
1522
Capital Advisors Ltd
Ohio
$108K +$786 +4 +0.7%
CT
1523
Coastline Trust
Rhode Island
$108K
VAG
1524
VisionPoint Advisory Group
Texas
$107K -$10.2K -52 -9%
T
1525
TOBAM
France
$106K -$12.4K -63 -10%

PNC Hedge Fund Activity: Q4 2024 in Review

1,732 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q4 2024, worth a combined $64B — up 4.1% from $61.4B a quarter earlier.

Buyers outnumbered sellers: 254 funds opened new PNC positions and 58 closed out — a net gain of 196 holders — while 599 added to existing stakes and 609 trimmed.

The largest buyer was BlackRock, adding an estimated $634M. The largest seller was Capital International Investors, cutting an estimated $466M.

  • 1,732 institutional investors held PNC Financial Services (PNC) as of Q4 2024, up from 1,570 in Q3 2024.
  • Funds reported $64B of PNC Financial Services stock for Q4 2024, up 4.1% quarter-over-quarter.
  • 254 funds opened new PNC Financial Services positions in Q4 2024 and 58 closed out, a net change of +196 holders.
  • The largest PNC Financial Services buyer in Q4 2024 was BlackRock, an estimated $634M added.
  • The largest PNC Financial Services seller in Q4 2024 was Capital International Investors, an estimated $466M sold.

Based on aggregated 13F filings for Q4 2024.