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PNC Financial Services

1,892 hedge funds and large institutions have $67.9B invested in PNC Financial Services in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 826 increasing their positions, 593 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $70B → $67.9B (-$2.09B)

5.19% less ownership

Funds ownership: 86.11%80.92% (-5.2%)

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
1,892
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$330M
Puts
$285M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1701
Spire Wealth Management
Virginia
$72.7K
TPWA
1702
Twin Peaks Wealth Advisors
California
$72.4K
AWA
1703
Acumen Wealth Advisors
Tennessee
$70.8K
HWA
1704
HHM Wealth Advisors
Tennessee
$70.5K
VWA
1705
VSM Wealth Advisory
Maryland
$69.7K
QL
1706
Quarry LP
New York
$65.8K
CFD
1707
Creative Financial Designs
Indiana
$65.3K
FG
1708
Fairman Group
Pennsylvania
$64.1K
CIAS
1709
CBIZ Investment Advisory Services
Ohio
$62K
ATC
1710
Adirondack Trust Company
New York
$60.6K
IAAG
1711
Innovative Asset Advisors Group
Connecticut
$58.3K
BT
1712
Banque Transatlantique
France
$58.3K
MHR
1713
Matthew Hamilton Rosenberg
$57.8K
PWA
1714
Physician Wealth Advisors
Utah
$57K
CW
1715
Curio Wealth
Maryland
$56.4K
SSG
1716
Summit Securities Group
New York
$55.4K
MSWM
1717
Mowery & Schoenfeld Wealth Management
Illinois
$55.2K
YDMI
1718
Y.D. More Investments
Israel
$53.7K
WSFG
1719
Wall Street Financial Group
Illinois
$53.7K
AWM
1720
Activest Wealth Management
Florida
$51.8K
HPBT
1721
Hickory Point Bank & Trust
Illinois
$51K
AW
1722
Avion Wealth
Texas
$50K
CTB
1723
Country Trust Bank
Illinois
$49.7K
POIA
1724
Pin Oak Investment Advisors
Texas
$48K
CPG
1725
Cornerstone Planning Group
New Jersey
$47.8K