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Principal Financial Group

808 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 279 increasing their positions, 270 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
808
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.3M
Puts
$3.02M
Net Calls
Net Calls Change

Top Buyers

1 +$64.4M
2 +$52.8M
3 +$52.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$41.7M
5
Goldman Sachs
Goldman Sachs
New York
+$35.9M

Top Sellers

1 -$327M
2 -$32.2M
3 -$27.4M
4
Verition Fund Management
Verition Fund Management
Connecticut
-$25.7M
5
UBS AM
UBS AM
Illinois
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AFCM
451
Applied Finance Capital Management
Puerto Rico
$381K
HCA
452
Harbor Capital Advisors
Illinois
$380K
QCM
453
QRG Capital Management
Illinois
$379K
RC
454
Rexford Capital
Texas
$378K
BOTPPF
455
Board of the Pension Protection Fund
United Kingdom
$373K
AWA
456
Arete Wealth Advisors
Illinois
$370K
TPA
457
Trivium Point Advisory
Connecticut
$364K
BFG
458
Beacon Financial Group
Texas
$359K
KF
459
Krilogy Financial
Missouri
$358K
MC
460
Machina Capital
France
$356K
SWP
461
Stratos Wealth Partners
Ohio
$354K
ATPW
462
Ashton Thomas Private Wealth
Arizona
$350K
AWA
463
Arkadios Wealth Advisors
Georgia
$350K
BCWM
464
Bartlett & Co Wealth Management
Ohio
$350K
LI
465
LifeWealth Investments
Florida
$350K
ACM
466
AlphaStar Capital Management
North Carolina
$348K
JGIA
467
Jackson Grant Investment Advisers
Connecticut
$331K
BCI
468
Brinker Capital Investments
Pennsylvania
$330K
AW
469
Alteri Wealth
California
$329K
SWP
470
Sagespring Wealth Partners
Tennessee
$328K
M&T Bank
471
M&T Bank
New York
$328K
CPCPP
472
Canada Post Corporation Pension Plan
Canada
$327K
BJL
473
Brighton Jones LLC
Washington
$327K
OC
474
Optima Capital
Oregon
$326K
IAA
475
Independent Advisor Alliance
North Carolina
$324K