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Principal Financial Group

874 hedge funds and large institutions have $14.1B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 333 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$1.83M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$44M
3 +$36.5M
4
LPL Financial
LPL Financial
California
+$34M
5
BlackRock
BlackRock
New York
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
476
Rexford Capital
Texas
$402K
VT
477
Vise Technologies
New York
$401K
ACM
478
AlphaStar Capital Management
North Carolina
$395K
WANY
479
Wealthspire Advisors (New York)
New York
$393K
AWA
480
Arete Wealth Advisors
Illinois
$393K
QCM
481
QRG Capital Management
Illinois
$393K
EWM
482
Empirical Wealth Management
Washington
$392K
PWM
483
Perigon Wealth Management
California
$392K
RIL
484
Rothschild Investment LLC
Illinois
$391K
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$389K
IPW
486
Impact Partnership Wealth
Georgia
$389K
Verition Fund Management
487
Verition Fund Management
Connecticut
$385K
MOS
488
MGO One Seven
Ohio
$382K
SWP
489
Sagespring Wealth Partners
Tennessee
$380K
ETC
490
Exchange Traded Concepts
Oklahoma
$379K
DCM
491
DGS Capital Management
New Jersey
$375K
SAM
492
Sompo Asset Management
Japan
$374K
ATPW
493
Ashton Thomas Private Wealth
Arizona
$372K
BCWM
494
Bartlett & Co Wealth Management
Ohio
$372K
ACA
495
Aptus Capital Advisors
Alabama
$370K
TPA
496
Trivium Point Advisory
Connecticut
$369K
WP
497
Woodline Partners
California
$359K
KeyBank National Association
498
KeyBank National Association
Ohio
$359K
SI
499
Seeds Investor
New York
$357K
IWC
500
Integrated Wealth Concepts
Massachusetts
$357K