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Principal Financial Group

778 hedge funds and large institutions have $12.6B invested in Principal Financial Group in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 269 increasing their positions, 270 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
10.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
92
Increased
269
Reduced
270
Closed
79
Calls
$21.5M
Puts
$8.69M
Net Calls
+$12.8M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
476
Callan Family Office
Pennsylvania
$272K +$272K +3,520 New
IHWM
477
Iron Horse Wealth Management
Iowa
$272K -$6.58K -85 -2%
VF
478
Virtu Financial
New York
$271K +$271K +3,500 New
OPS
479
Orion Portfolio Solutions
Nebraska
$266K +$49.8K +644 +23%
BCI
480
Brinker Capital Investments
Pennsylvania
$266K +$49.8K +644 +23%
OFS
481
Oldfather Financial Services
Nebraska
$265K +$697 +9 +0.3%
1WA
482
180 Wealth Advisors
Washington
$264K -$14.8K -191 -5%
LSPW
483
Lake Street Private Wealth
Illinois
$262K -$1.16K -15 -0.4%
RT
484
Rockland Trust
Massachusetts
$260K -$398K -5,138 -60%
AW
485
Alteri Wealth
California
$259K +$259K +3,346 New
BIG
486
Brooklyn Investment Group
New York
$259K +$2.94K +38 +1%
TFA
487
Transamerica Financial Advisors
Florida
$258K -$12.4K -160 -5%
KNFPWM
488
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$258K
PCMC
489
Paragon Capital Management (Colorado)
Colorado
$257K -$3.64K -47 -1%
SI
490
Seeds Investor
New York
$255K -$29.9K -386 -10%
ETC
491
Exchange Traded Concepts
Oklahoma
$254K +$23.3K +301 +10%
CTA
492
Chesley Taft & Associates
Illinois
$252K +$155 +2 +0.1%
HNB
493
Huntington National Bank
Ohio
$248K +$51.2K +661 +26%
KeyBank National Association
494
KeyBank National Association
Ohio
$247K -$5.26K -68 -2%
Brown Advisory
495
Brown Advisory
Maryland
$246K +$34.1K +440 +16%
DWP
496
Daymark Wealth Partners
Ohio
$243K +$2.25K +29 +0.9%
VCA
497
Verdence Capital Advisors
Maryland
$242K -$2.01K -26 -0.8%
ACA
498
Aptus Capital Advisors
Alabama
$241K +$26.6K +344 +12%
MSA
499
MUFG Securities Americas
New York
$241K +$241K +3,107 New
RIL
500
Rothschild Investment LLC
Illinois
$239K +$464 +6 +0.2%