We are live on ! Find out more
PNC icon

PNC Financial Services

1,756 hedge funds and large institutions have $61.8B invested in PNC Financial Services in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 675 increasing their positions, 652 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $623M | Put options by funds: $237M

27% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 133

6% more capital invested

Capital invested by funds: $58.4B → $61.8B (+$3.33B)

4% more repeat investments, than reductions

Existing positions increased: 675 | Existing positions reduced: 652

1% more funds holding

Funds holding: 1,7431,756 (+13)

0.4% less ownership

Funds ownership: 84.15%83.75% (-0.4%)

17% less funds holding in top 10

Funds holding in top 10: 2924 (-5)

Holders
1,756
Holders Change
+13
Holders Change %
+0.75%
% of All Funds
23.12%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.32%
New
169
Increased
675
Reduced
652
Closed
133
Calls
$623M
Puts
$237M
Net Calls
+$386M
Net Calls Change
+$331M
Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
1501
Blue Zone Wealth Advisors
California
$204K +$185K +1,092 New
DWM
1502
Drive Wealth Management
Utah
$203K +$184K +1,090 New
TFP
1503
Triune Financial Partners
Kansas
$203K +$184K +1,088 New
NGA
1504
Naples Global Advisors
Florida
$203K +$184K +1,087 New
EIP
1505
Ellis Investment Partners
Pennsylvania
$202K +$184K +1,085 New
EHC
1506
Everett Harris & Co
California
$202K +$183K +1,082 New
WPWM
1507
Windward Private Wealth Management
Kansas
$201K +$183K +1,080 New
CWM
1508
Calamos Wealth Management
Illinois
$200K +$182K +1,075 New
PCP
1509
Proficio Capital Partners
Massachusetts
$200K +$182K +1,075 New
SGI
1510
Summit Global Investments
Utah
$200K -$508K -3,000 -74%
GLF
1511
Groupe la Francaise
France
$200K +$5.25K +31 +3%
DSC
1512
Duncker Streett & Co
Missouri
$198K -$9.98K -59 -5%
HFS
1513
Hughes Financial Services
Virginia
$196K -$846 -5 -0.5%
OL
1514
OneFund LLC
Florida
$195K +$177K +1,044 New
CSB
1515
City State Bank
Iowa
$194K
PFBT
1516
Parkside Financial Bank & Trust
Missouri
$189K -$39.8K -235 -19%
NRWA
1517
North Ridge Wealth Advisors
Oregon
$186K
RDFA
1518
Ritter Daniher Financial Advisory
Ohio
$185K
CSS
1519
Cubist Systematic Strategies
Connecticut
$184K -$86.2M -509,452 -100%
SS
1520
SBI Securities
Japan
$183K -$338 -2 -0.2%
PP
1521
Pacifica Partners
Canada
$181K
MYIA
1522
Mount Yale Investment Advisors
Colorado
$178K +$161K +954 New
BGAI
1523
Bruce G. Allen Investments
Colorado
$177K -$3.55K -21 -2%
GWM
1524
Gitterman Wealth Management
New Jersey
$176K +$160K +946 New
Loomis, Sayles & Company
1525
Loomis, Sayles & Company
Massachusetts
$173K +$33.2K +196 +27%

PNC Hedge Fund Activity: Q2 2025 in Review

1,756 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q2 2025, worth a combined $61.8B — up 5.7% from $58.4B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new PNC positions and 133 closed out — a net gain of 36 holders — while 675 added to existing stakes and 652 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $402M. The largest seller was Bank of New York Mellon, cutting an estimated $242M.

  • 1,756 institutional investors held PNC Financial Services (PNC) as of Q2 2025, up from 1,743 in Q1 2025.
  • Funds reported $61.8B of PNC Financial Services stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 169 funds opened new PNC Financial Services positions in Q2 2025 and 133 closed out, a net change of +36 holders.
  • The largest PNC Financial Services buyer in Q2 2025 was Viking Global Investors, an estimated $402M added.
  • The largest PNC Financial Services seller in Q2 2025 was Bank of New York Mellon, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2025.