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Principal Financial Group

813 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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
JWA
601
JFS Wealth Advisors
Pennsylvania
$102K
VCM
602
Versant Capital Management
Arizona
$101K
CAL
603
Capital Advisors Ltd
Ohio
$100K
AAS
604
Ameritas Advisory Services
Nebraska
$97.3K
CFO
605
CVA Family Office
Colorado
$93K
RFS
606
Richardson Financial Services
Massachusetts
$92K
CA
607
CoreCap Advisors
Michigan
$90.5K
BI
608
Binnacle Investments
Iowa
$87.1K
PP
609
Pingora Partners
Wyoming
$82.9K
GIA
610
GHP Investment Advisors
Colorado
$82.8K
BTI
611
Blue Trust Inc
Georgia
$81.8K
RFP
612
Root Financial Partners
California
$81.3K
LFG
613
Larson Financial Group
Missouri
$80.4K
GWM
614
Geneos Wealth Management
Colorado
$79.7K
SNB
615
Security National Bank
Nebraska
$79.6K
PB
616
Pinnacle Bancorp
Nebraska
$78.8K
RWM
617
RMG Wealth Management
Wisconsin
$78.8K
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.5K
CA
619
Clearstead Advisors
Ohio
$75.2K
Walleye Capital
620
Walleye Capital
New York
$73.2K
TH
621
TCTC Holdings
Texas
$72.5K
TFM
622
TFC Financial Management
Massachusetts
$72.2K
CCA
623
Catalyst Capital Advisors
New York
$72K
FCAS
624
First Command Advisory Services
Texas
$71.6K
AUB
625
Atlantic Union Bankshares
Virginia
$66.7K