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Principal Financial Group

809 hedge funds and large institutions have $13.1B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 314 increasing their positions, 273 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
501
Exchange Traded Concepts
Oklahoma
$260K
CTA
502
Chesley Taft & Associates
Illinois
$259K
DWP
503
Daymark Wealth Partners
Ohio
$258K
RIA
504
Regal Investment Advisors
Michigan
$258K
BCP
505
Blackhawk Capital Partners
Wisconsin
$257K
Brown Advisory
506
Brown Advisory
Maryland
$256K
William Blair & Company
507
William Blair & Company
Illinois
$255K
IPWA
508
International Private Wealth Advisors
California
$254K
ATPW
509
Ashton Thomas Private Wealth
Arizona
$250K
MPM
510
MBB Public Markets
Illinois
$250K
SI
511
Seeds Investor
New York
$246K
RIL
512
Rothschild Investment LLC
Illinois
$245K
KeyBank National Association
513
KeyBank National Association
Ohio
$245K
RWS
514
Resolute Wealth Strategies
Mississippi
$243K
RG
515
Renaissance Group
Kentucky
$243K
RT
516
Rockland Trust
Massachusetts
$242K
SFP
517
Shepherd Financial Partners
Massachusetts
$239K
SNBOSD
518
Security National Bank of So Dak
Iowa
$238K
GMA
519
Glassy Mountain Advisors
Maryland
$238K
PFM
520
Patton Fund Management
Texas
$238K
RAG
521
RIA Advisory Group
Iowa
$237K
TRCT
522
Tower Research Capital (TRC)
New York
$235K
WPC
523
Wedmont Private Capital
Pennsylvania
$233K
BB
524
Busey Bank
Illinois
$231K
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$231K