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Principal Financial Group

809 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, 314 increasing their positions, 273 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less funds holding

Funds holding: 834809 (-25)

5% less capital invested

Capital invested by funds: $13.9B → $13.1B (-$751M)

16% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 98

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.4M
Puts
$8.31M
Net Calls
Net Calls Change

Top Buyers

1 +$86.1M
2 +$52.7M
3 +$52.2M
4
BlackRock
BlackRock
New York
+$48.9M
5
Victory Capital Management
Victory Capital Management
Texas
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
726
Holos Integrated Wealth
Pennsylvania
$10.6K
Twin Tree Management
727
Twin Tree Management
Texas
$10.6K
VWM
728
Vermillion Wealth Management
Minnesota
$10.5K
BDPWM
729
Barnes Dennig Private Wealth Management
Ohio
$10.3K
WTFG
730
Wood Tarver Financial Group
Idaho
$10K
AA
731
Ancora Advisors
Ohio
$9.85K
CPG
732
Cornerstone Planning Group
New Jersey
$9.82K
PP
733
PFS Partners
New Jersey
$9.69K
PPA
734
Painted Porch Advisors
California
$9.45K
S
735
Sachetta
Massachusetts
$9.13K
BWAM
736
Boyd Watterson Asset Management
Ohio
$9.13K
CWM
737
Centricity Wealth Management
Ohio
$9.13K
RFG
738
REAP Financial Group
Texas
$9.06K
SL
739
Salomon & Ludwin
Virginia
$8.78K
MFT
740
Moisand Fitzgerald Tamayo
Florida
$8.74K
RA
741
Rise Advisors
New York
$8.18K
PGAM
742
Princeton Global Asset Management
New Jersey
$8.1K
RDFA
743
Ritter Daniher Financial Advisory
Ohio
$7.94K
AP
744
Atwood & Palmer
Missouri
$7.94K
AEPWM
745
Atlantic Edge Private Wealth Management
Florida
$7.94K
FNWA
746
Financial Network Wealth Advisors
Utah
$7.94K
GK
747
Graney & King
New York
$7.94K
MSWA
748
Marshall & Sterling Wealth Advisors
New York
$7.47K
OAJ
749
Ogorek Anthony Joseph
New York
$7K
WCM
750
Westend Capital Management
California
$6.35K