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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 %
BCM
1601
Boreal Capital Management
Florida
$34.3K +$34.3K +184 New
RWM
1602
Rialto Wealth Management
New York
$33.6K +$746 +4 +2%
CTB
1603
Country Trust Bank
Illinois
$32.6K +$3.54K +19 +12%
WFA
1604
West Financial Advisors
Iowa
$32.4K – – –
TFM
1605
TFC Financial Management
Massachusetts
$31.7K -$2.98K -16 -9%
CWP
1606
Concord Wealth Partners
Virginia
$31.5K +$18.6K +100 +145%
CIAS
1607
CBIZ Investment Advisory Services
Ohio
$30.8K +$25.7K +138 +511%
AIM
1608
Anchor Investment Management
South Carolina
$30.6K – – –
OAJ
1609
Ogorek Anthony Joseph
New York
$30K -$6.85K -37 -19%
SN
1610
Sittner & Nelson
Oregon
$29.1K – – –
CA
1611
Centerpoint Advisors
Massachusetts
$29K +$918 +5 +3%
CIA
1612
Cape Investment Advisory
Georgia
$28.5K – – –
RAM
1613
Riggs Asset Management
Pennsylvania
$27.4K -$7.08K -38 -21%
IWM
1614
IMG Wealth Management
Florida
$26.8K +$26.8K +144 New
FP
1615
Financial Perspectives
Minnesota
$26.5K – – –
EWM
1616
Evermay Wealth Management
Virginia
$25.7K – – –
WAS
1617
Winch Advisory Services
Wisconsin
$25K +$187 +1 +0.8%
BTC
1618
Bank & Trust Company
Illinois
$24.8K – – –
RWPA
1619
Richard W. Paul & Associates
Michigan
$24.4K +$6.34K +34 +35%
FLFS
1620
Family Legacy Financial Solutions
North Carolina
$24.4K +$24.4K +131 New
NL
1621
NVWM LLC
Pennsylvania
$24K -$2.05K -11 -8%
CPG
1622
Cornerstone Planning Group
New Jersey
$23.8K -$12.6K -67 -35%
FIM
1623
FWL Investment Management
Texas
$23.5K -$10.1K -54 -30%
FDW
1624
Fourth Dimension Wealth
Ohio
$23.4K -$20.7K -111 -47%
HFS
1625
Hopwood Financial Services
Virginia
$22.4K -$11.2K -60 -33%
63 64
65
66 67