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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 %
AAP
501
Arax Advisory Partners
Colorado
$236K +$183K +2,361 +344%
RWS
502
Resolute Wealth Strategies
Mississippi
$234K +$1.16K +15 +0.5%
WPC
503
Wedmont Private Capital
Pennsylvania
$234K +$14.8K +194 +7%
CCA
504
Checchi Capital Advisers
California
$234K +$1.86K +24 +0.8%
GS
505
GTS Securities
New York
$233K -$38K -491 -14%
SFP
506
Shepherd Financial Partners
Massachusetts
$233K +$232 +3 +0.1%
SNBOSD
507
Security National Bank of So Dak
Iowa
$232K
GMA
508
Glassy Mountain Advisors
Maryland
$232K
PA
509
Profund Advisors
Maryland
$228K -$43.8K -566 -16%
BJL
510
Brighton Jones LLC
Washington
$227K +$6.89K +89 +3%
PS
511
Principal Securities
Iowa
$227K +$121K +1,564 +114%
CIA
512
Concurrent Investment Advisors
Florida
$226K +$1.24K +16 +0.6%
BB
513
Busey Bank
Illinois
$226K +$226K +2,919 New
SAG
514
SageView Advisory Group
California
$226K +$17.7K +229 +9%
HI
515
Horizon Investments
North Carolina
$226K +$1.86K +24 +0.8%
MA
516
Mutual Advisors
Nebraska
$225K -$28.2K -347 -11%
ICM
517
IMS Capital Management
Oregon
$224K +$224K +2,900 New
NB
518
Nicolet Bankshares
Wisconsin
$224K -$65.6K -848 -23%
IPWA
519
International Private Wealth Advisors
California
$222K +$4.49K +58 +2%
LIM
520
Longfellow Investment Management
Massachusetts
$218K -$13.9K -179 -6%
SNB
521
Security National Bank
Nebraska
$216K
PNC
522
Park National Corp
Ohio
$216K +$542 +7 +0.3%
BP
523
Ballentine Partners
Massachusetts
$214K -$2.48K -32 -1%
MCP
524
Martin Capital Partners
Oregon
$213K -$385K -4,968 -64%
EFS
525
Essex Financial Services
Connecticut
$213K +$852 +11 +0.4%