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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
RFS
601
Richardson Financial Services
Massachusetts
$92K
CA
602
CoreCap Advisors
Michigan
$90.5K
BI
603
Binnacle Investments
Iowa
$87.1K
PP
604
Pingora Partners
Wyoming
$82.9K
GIA
605
GHP Investment Advisors
Colorado
$82.8K
BTI
606
Blue Trust Inc
Georgia
$81.8K
RFP
607
Root Financial Partners
California
$81.3K
LFG
608
Larson Financial Group
Missouri
$80.4K
GWM
609
Geneos Wealth Management
Colorado
$79.7K
SNB
610
Security National Bank
Nebraska
$79.6K
PB
611
Pinnacle Bancorp
Nebraska
$78.8K
RWM
612
RMG Wealth Management
Wisconsin
$78.8K
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K
CA
614
Clearstead Advisors
Ohio
$75.2K
Walleye Capital
615
Walleye Capital
New York
$73.2K
TH
616
TCTC Holdings
Texas
$72.5K
TFM
617
TFC Financial Management
Massachusetts
$72.2K
CCA
618
Catalyst Capital Advisors
New York
$72K
FCAS
619
First Command Advisory Services
Texas
$71.6K
AUB
620
Atlantic Union Bankshares
Virginia
$66.7K
BF
621
BOK Financial
Oklahoma
$65.6K
PTC
622
Private Trust Company
Ohio
$63.8K
HWA
623
Heartwood Wealth Advisors
Virginia
$63.2K
SC
624
Stephens Consulting
Michigan
$60.1K
HBW
625
Hazlett, Burt & Watson
West Virginia
$59K