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Principal Financial Group

797 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, 312 increasing their positions, 266 reducing their positions, and 97 closing their positions.

Holders
797
Holders Change
-35
Holders Change %
-4.21%
% of All Funds
10.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
312
Reduced
266
Closed
97
Calls
$8.6M
Puts
$5.67M
Net Calls
+$2.93M
Net Calls Change
+$940K
Name Market Value Shares Shares
Change
Shares
Change %
BWAM
726
Boyd Watterson Asset Management
Ohio
$9.13K 115 -138 -55%
CWM
727
Centricity Wealth Management
Ohio
$9.13K 115
RFG
728
REAP Financial Group
Texas
$9.06K 114 +1 +0.9%
SL
729
Salomon & Ludwin
Virginia
$8.78K 109
MFT
730
Moisand Fitzgerald Tamayo
Florida
$8.74K 110
RA
731
Rise Advisors
New York
$8.18K 103
PGAM
732
Princeton Global Asset Management
New Jersey
$8.1K 102 +102 New
FNWA
733
Financial Network Wealth Advisors
Utah
$7.94K 100
AP
734
Atwood & Palmer
Missouri
$7.94K 100
AEPWM
735
Atlantic Edge Private Wealth Management
Florida
$7.94K 100
RDFA
736
Ritter Daniher Financial Advisory
Ohio
$7.94K 100
GK
737
Graney & King
New York
$7.94K 100 +100 New
MSWA
738
Marshall & Sterling Wealth Advisors
New York
$7.47K 94 -23 -20%
OAJ
739
Ogorek Anthony Joseph
New York
$7K 89 -32 -26%
WCM
740
Westend Capital Management
California
$6.35K 80
SC
741
SouthState Corp
Florida
$6.28K 79 -134 -63%
POIA
742
Pin Oak Investment Advisors
Texas
$6K 78
MHR
743
Matthew Hamilton Rosenberg
$5.96K 75 +75 New
VFM
744
Vision Financial Markets
Connecticut
$5.89K 75 +2 +3%
RF
745
Rossby Financial
Florida
$5.8K 73 -217 -75%
GC
746
GFG Capital
Florida
$5.8K 73 +73 New
LWMI
747
Legacy Wealth Management (Idaho)
Idaho
$5.72K 72
LIS
748
Legacy Investment Solutions
Idaho
$5.72K 72 +72 New
ME
749
McIlrath & Eck
Washington
$5.64K 71
NMG
750
New Millennium Group
Utah
$5.4K 68 -136 -67%