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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
PFM
526
Patton Fund Management
Texas
$249K
BC
527
Burney Company
Virginia
$245K
BB
528
Busey Bank
Illinois
$241K
IPWA
529
International Private Wealth Advisors
California
$237K
SAM
530
Smartleaf Asset Management
Massachusetts
$236K
NB
531
Nicolet Bankshares
Wisconsin
$236K
VAG
532
VisionPoint Advisory Group
Texas
$236K
Capstone Investment Advisors
533
Capstone Investment Advisors
New York
$235K
CI
534
CX Institutional
Indiana
$234K
EFS
535
Essex Financial Services
Connecticut
$232K
TCM
536
Teza Capital Management
Illinois
$232K
PNC
537
Park National Corp
Ohio
$231K
GIA
538
Gladstone Institutional Advisory
Florida
$229K
CCIA
539
Campbell & Co Investment Adviser
Maryland
$229K
BP
540
Ballentine Partners
Massachusetts
$228K
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$227K
VFA
542
Valeo Financial Advisors
Indiana
$226K
ASN
543
Advisory Services Network
Georgia
$226K
ST
544
Sageworth Trust
Pennsylvania
$222K
PA
545
Profund Advisors
Maryland
$222K
KC
546
Kinloch Capital
Virginia
$222K
MA
547
Mutual Advisors
Nebraska
$221K
WP
548
Westmount Partners
California
$220K
WW
549
Winnow Wealth
Texas
$220K
MK
550
MASTERINVEST Kapitalanlage
$219K