We are live on ! Find out more
PNC icon

PNC Financial Services

1,742 hedge funds and large institutions have $58.4B invested in PNC Financial Services in 2025 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 710 increasing their positions, 616 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2229 (+7)

28% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 114

19% more call options, than puts

Call options by funds: $348M | Put options by funds: $292M

15% more repeat investments, than reductions

Existing positions increased: 710 | Existing positions reduced: 616

1% more funds holding

Funds holding: 1,7311,742 (+11)

0.52% more ownership

Funds ownership: 83.63%84.15% (+0.52%)

9% less capital invested

Capital invested by funds: $64B → $58.4B (-$5.54B)

Holders
1,742
Holders Change
+11
Holders Change %
+0.64%
% of All Funds
23.36%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
146
Increased
710
Reduced
616
Closed
114
Calls
$348M
Puts
$292M
Net Calls
+$55.4M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
1576
Fairman Group
Pennsylvania
$59.4K -$944 -5 -2%
VWA
1577
VSM Wealth Advisory
Maryland
$58.9K -$156K -829 -71%
CFD
1578
Creative Financial Designs
Indiana
$58.7K +$5.29K +28 +9%
RFG
1579
REAP Financial Group
Texas
$57.2K +$23.8K +126 +63%
ATC
1580
Adirondack Trust Company
New York
$56.9K
WAM
1581
WFA Asset Management
Wisconsin
$54.3K -$1.32K -7 -2%
LWA
1582
Lowe Wealth Advisors
Maryland
$54.1K
C
1583
Covestor
United Kingdom
$54K +$566 +3 +1%
TC
1584
Truvestments Capital
Florida
$53.8K +$52.5K +278 +993%
SWA
1585
SOA Wealth Advisors
New York
$52.7K
CW
1586
Curio Wealth
Maryland
$51.9K -$38.9K -206 -98%
MSWM
1587
Mowery & Schoenfeld Wealth Management
Illinois
$50.3K +$189 +1 +0.4%
NB
1588
NBT Bank
New York
$49.2K -$18.9K -100 -26%
TCM
1589
TruNorth Capital Management
Michigan
$49.2K +$52.9K +280 New
GCM
1590
Gables Capital Management
Florida
$48K
S
1591
Sachetta
Massachusetts
$46.8K -$1.7K -9 -3%
HWA
1592
HHM Wealth Advisors
Tennessee
$44.7K +$24.5K +130 +105%
POIA
1593
Pin Oak Investment Advisors
Texas
$44K
GWSG
1594
GPS Wealth Strategies Group
Colorado
$43.2K +$189 +1 +0.4%
FFO
1595
Fortitude Family Office
Arizona
$43.2K -$30.2K -160 -39%
MAM
1596
Meeder Asset Management
Ohio
$42K +$24K +127 +113%
PWMG
1597
Private Wealth Management Group
New Jersey
$41.7K -$50.4K -267 -53%
FDW
1598
Fourth Dimension Wealth
Ohio
$41.5K +$44.5K +236 New
AW
1599
Avion Wealth
Texas
$41K
RWM
1600
Ruedi Wealth Management
Illinois
$41K

PNC Hedge Fund Activity: Q1 2025 in Review

1,742 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PNC Financial Services (PNC) for Q1 2025, worth a combined $58.4B — down 8.7% from $64B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new PNC positions and 114 closed out — a net gain of 32 holders — while 710 added to existing stakes and 616 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $371M. The largest seller was Capital Research Global Investors, cutting an estimated $1.44B.

  • 1,742 institutional investors held PNC Financial Services (PNC) as of Q1 2025, up from 1,731 in Q4 2024.
  • Funds reported $58.4B of PNC Financial Services stock for Q1 2025, down 8.7% quarter-over-quarter.
  • 146 funds opened new PNC Financial Services positions in Q1 2025 and 114 closed out, a net change of +32 holders.
  • The largest PNC Financial Services buyer in Q1 2025 was Massachusetts Financial Services, an estimated $371M added.
  • The largest PNC Financial Services seller in Q1 2025 was Capital Research Global Investors, an estimated $1.44B sold.

Based on aggregated 13F filings for Q1 2025.