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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 %
MAM
1576
Meeder Asset Management
Ohio
$54.4K +$9.88K +53 +22%
MSWM
1577
Mowery & Schoenfeld Wealth Management
Illinois
$53.4K – – –
WAM
1578
WFA Asset Management
Wisconsin
$52.6K +$311 +2 +0.6%
GCM
1579
Gables Capital Management
Florida
$50.9K – – –
TPWA
1580
Twin Peaks Wealth Advisors
California
$50.3K +$50.3K +263 New
CW
1581
Curio Wealth
Maryland
$50.1K +$49.4K +265 +6,625%
SSG
1582
Summit Securities Group
New York
$49.6K +$49.6K +266 New
GWSG
1583
GPS Wealth Strategies Group
Colorado
$46.8K +$932 +5 +2%
RF
1584
Rossby Financial
Florida
$46.2K -$311K -1,669 -87%
POIA
1585
Pin Oak Investment Advisors
Texas
$45K -$26.9K -154 -37%
WIM
1586
Westside Investment Management
California
$43.2K – – –
AW
1587
Avion Wealth
Texas
$43K +$4.19K +23 +11%
HWA
1588
HHM Wealth Advisors
Tennessee
$42.7K -$4.66K -25 -10%
TWD
1589
True Wealth Design
Ohio
$41.4K +$38K +204 +1,133%
EPIMS
1590
Evelyn Partners Investment Management Services
$41K +$2.9K +15 +8%
PWA
1591
Physician Wealth Advisors
Utah
$39.5K +$932 +5 +2%
GKIM
1592
GW&K Investment Management
Massachusetts
$39K +$3.73K +20 +11%
OWA
1593
Opal Wealth Advisors
New York
$38.8K +$1.31K +7 +3%
WPWM
1594
Western Pacific Wealth Management
Illinois
$38.8K – – –
PWMG
1595
Private Wealth Management Group
New Jersey
$37.8K -$6.34K -34 -14%
AWM
1596
Abound Wealth Management
Tennessee
$37.7K -$1.12K -6 -3%
FS
1597
Financially Speaking
Colorado
$37.3K +$37.3K +200 New
FIA
1598
FNY Investment Advisers
New York
$37K +$37K +200 New
HNW
1599
High Note Wealth
Minnesota
$35.6K -$186 -1 -0.5%
JGIA
1600
Jackson Grant Investment Advisers
Connecticut
$35.4K – – –
62 63
64
65 66