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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 %
HFS
726
Horizon Financial Services
North Carolina
$7.43K 96 +82 +586%
TAM
727
Tucker Asset Management
Colorado
$7.04K 91
POIA
728
Pin Oak Investment Advisors
Texas
$7K 78
AA
729
Ancora Advisors
Ohio
$6.97K 90
GBT
730
Grove Bank & Trust
Florida
$6.89K 89 +44 +98%
KI
731
Kapitalo Investimentos
Brazil
$6.81K 88 +88 New
CFD
732
Creative Financial Designs
Indiana
$6.3K 81 -147 -64%
WCM
733
Westend Capital Management
California
$6.19K 80
LIS
734
Legacy Investment Solutions
Idaho
$5.93K 72 -113 -61%
LWMI
735
Legacy Wealth Management (Idaho)
Idaho
$5.93K 72 -113 -61%
FMP
736
Financial Management Professionals
Texas
$5.88K 76
VFM
737
Vision Financial Markets
Connecticut
$5.63K 73 +73 New
HWA
738
Heritage Wealth Advisors
Virginia
$5.57K 72 +13 +22%
ME
739
McIlrath & Eck
Washington
$5.5K 71
FFA
740
Frazier Financial Advisors
Ohio
$5.1K 66
PSFG
741
Park Square Financial Group
Georgia
$4.65K 60 +60 New
SC
742
SouthState Corp
Florida
$4.41K 57
Lazard Asset Management
743
Lazard Asset Management
New York
$4K 60 +32 +114%
PBK
744
Peoples Bank (Kansas)
Kansas
$3.87K 50
DCM
745
Davis Capital Management
Florida
$3.56K 46
AIC
746
Archer Investment Corporation
Indiana
$3.41K 44
AWM
747
Abound Wealth Management
Tennessee
$3.17K 41
EBA
748
Eagle Bay Advisors
New York
$3.1K 40 -38 -49%
HPC
749
HM Payson & Co
Maine
$3.02K 39 -3 -7%
SO
750
Sierra Ocean
California
$2.75K 35 +35 New