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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.

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 Market Value Shares Shares
Change
Shares
Change %
MA
626
MCF Advisors
Kentucky
$38.7K 500 -113 -18%
PP
627
PrairieView Partners
Minnesota
$38K 499
CH
628
Cromwell Holdings
Wyoming
$37.9K 490
NWM
629
Navigoe Wealth Management
California
$37K 488 +488 New
AG
630
AmeriFlex Group
Nevada
$37K 448 +448 New
FGA
631
Fortis Group Advisors
New Jersey
$35.5K 458
PAG
632
Paladin Advisory Group
Iowa
$34.8K 449
PFBT
633
Parkside Financial Bank & Trust
Missouri
$34.7K 448
GWSG
634
GPS Wealth Strategies Group
Colorado
$34.4K 444
WWP
635
WR Wealth Planners
Missouri
$33.8K 436 +4 +0.9%
CPL
636
Capital & Planning LLC
Georgia
$32.8K 424 +424 New
BTD
637
BankPlus Trust Department
Mississippi
$32.7K 422 +422 New
NFSG
638
Newbridge Financial Services Group
Florida
$32.4K 418
BLC
639
Brown, Lisle/Cummings
Rhode Island
$32.2K 416
SWM
640
Spire Wealth Management
Virginia
$31K 400 +10 +3%
MWA
641
Miller Wealth Advisors
Colorado
$30.7K 396
RTC
642
Riverview Trust Company
Washington
$30.7K 396
PTC
643
Private Trust Company
Ohio
$30K 387 +88 +29%
GIA
644
GHP Investment Advisors
Colorado
$29.7K 384
BWAM
645
Boyd Watterson Asset Management
Ohio
$29.6K 383
CW
646
Curio Wealth
Maryland
$29.3K 379 +379 New
VWM
647
Venturi Wealth Management
Texas
$29.1K 376 -850 -69%
Walleye Trading
648
Walleye Trading
New York
$29.1K 376 +376 New
PWA
649
Physician Wealth Advisors
Utah
$29K 374 +374 New
RAM
650
Riggs Asset Management
Pennsylvania
$28.7K 372