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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
VWM
726
Vermillion Wealth Management
Minnesota
$10.9K
RF
727
Rossby Financial
Florida
$10.7K
KFPC
728
KERR FINANCIAL PLANNING Corp
California
$10.5K
MAM
729
Meeder Asset Management
Ohio
$10.4K
AA
730
Ancora Advisors
Ohio
$10.3K
PP
731
PFS Partners
New Jersey
$10.2K
RFG
732
REAP Financial Group
Texas
$9.55K
BWAM
733
Boyd Watterson Asset Management
Ohio
$9.54K
S
734
Sachetta
Massachusetts
$9.54K
MFT
735
Moisand Fitzgerald Tamayo
Florida
$9.12K
RA
736
Rise Advisors
New York
$8.54K
PGAM
737
Princeton Global Asset Management
New Jersey
$8.46K
WTC
738
WhitTier Trust Company
Nevada
$8.42K
GK
739
Graney & King
New York
$8.29K
AP
740
Atwood & Palmer
Missouri
$8.29K
AEPWM
741
Atlantic Edge Private Wealth Management
Florida
$8.29K
FNWA
742
Financial Network Wealth Advisors
Utah
$8.29K
AFG
743
Albion Financial Group
Utah
$8.29K
MSWA
744
Marshall & Sterling Wealth Advisors
New York
$6.88K
WCM
745
Westend Capital Management
California
$6.63K
POIA
746
Pin Oak Investment Advisors
Texas
$6.47K
Q1WB
747
Quest 10 Wealth Builders
Virginia
$6.44K
MHR
748
Matthew Hamilton Rosenberg
$6.22K
VFM
749
Vision Financial Markets
Connecticut
$6.2K
LWMI
750
Legacy Wealth Management (Idaho)
Idaho
$5.97K