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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
VWA
1676
Valued Wealth Advisors
Utah
$9.91K -$1.32K -7 -11%
RCM
1677
Richardson Capital Management
Wisconsin
$8.79K +$9.44K +50 New
PC
1678
Promus Capital
Illinois
$8.44K
IHWM
1679
Iron Horse Wealth Management
Iowa
$7.38K +$7.93K +42 New
LFA
1680
LGT Financial Advisors
Texas
$6.76K -$41.3K -219 -85%
ACM
1681
Anfield Capital Management
California
$6.68K
FW
1682
Fairway Wealth
Ohio
$6.68K
MWM
1683
Mascoma Wealth Management
New Hampshire
$6.68K
CWM
1684
Cranbrook Wealth Management
Michigan
$6.26K +$5.1K +27 +300%
T
1685
Tidemark
California
$6.15K
HHGA
1686
Halbert Hargrove Global Advisors
California
$6.15K +$6.61K +35 New
CWM
1687
Centricity Wealth Management
Ohio
$5.98K
GTAM
1688
Global Trust Asset Management
Florida
$5.98K
WCM
1689
WealthTrak Capital Management
Virginia
$5.45K +$1.13K +6 +24%
DFA
1690
DHJJ Financial Advisors
Illinois
$4.75K
CIAS
1691
CBIZ Investment Advisory Services
Ohio
$4.75K +$5.1K +27 New
DWM
1692
Dogwood Wealth Management
Kansas
$4.75K +$5.1K +27 New
AAG
1693
Armstrong Advisory Group
Massachusetts
$4.63K
NSG
1694
Nalls Sherbakoff Group
Tennessee
$4.41K +$4.72K +25 New
TCA
1695
Trifecta Capital Advisors
Illinois
$4.22K
SRCM
1696
Signature Resources Capital Management
California
$4.22K
ETS
1697
ESL Trust Services
New York
$3.87K
WCM
1698
Westend Capital Management
California
$3.69K
CWP
1699
Clark Wealth Partners
Illinois
$3.52K -$2.64K -14 -41%
T
1700
Transce3nd
Texas
$3.42K -$17.2K -91 -83%

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.