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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
WFI
1951
West Family Investments
California
XF
1952
XML Financial
Maryland
ACP
1953
Arcus Capital Partners
Georgia
LAS
1954
Lloyd Advisory Services
Georgia
TFA
1955
Tobias Financial Advisors
Florida
SC
1956
Sapient Capital
Indiana
ML
1957
McAdam LLC
Pennsylvania
SL
1958
Summitry LLC
California
FPL
1959
Fortress Private Ledger
North Carolina
HWA
1960
Hillcrest Wealth Advisors
New Jersey
SWM
1961
Stronghold Wealth Management
Florida
PP
1962
Pacifica Partners
Canada
OAS
1963
Optivise Advisory Services
Tennessee
MFGM
1964
Marshall Financial Group (Maryland)
Maryland
SIM
1965
Sentry Investment Management
Wisconsin
TWP
1966
Triad Wealth Partners
Kansas
JSL
1967
JT Stratford LLC
Georgia
FGC
1968
First Growth Capital
Maryland
USWIA
1969
UP Strategic Wealth Investment Advisors
Pennsylvania
TH
1970
TCTC Holdings
Texas
LWANC
1971
Laurel Wealth Advisors (North Carolina)
North Carolina
GAMC
1972
Garner Asset Management Corp
Texas
FS
1973
Financially Speaking
Colorado
CIA
1974
Cape Investment Advisory
Georgia
MA
1975
Modus Advisors
Minnesota