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Principal Financial Group

800 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, 313 increasing their positions, 268 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
-31
Holders Change %
-3.73%
% of All Funds
10.73%
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
313
Reduced
268
Closed
97
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.14M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
726
PFS Partners
New Jersey
$9.69K +$9.69K +122 New
PPA
727
Painted Porch Advisors
California
$9.45K
S
728
Sachetta
Massachusetts
$9.14K
BWAM
729
Boyd Watterson Asset Management
Ohio
$9.13K -$11K -138 -55%
CWM
730
Centricity Wealth Management
Ohio
$9.13K
RFG
731
REAP Financial Group
Texas
$9.06K +$79 +1 +0.9%
SL
732
Salomon & Ludwin
Virginia
$8.78K
MFT
733
Moisand Fitzgerald Tamayo
Florida
$8.74K
RA
734
Rise Advisors
New York
$8.18K
PGAM
735
Princeton Global Asset Management
New Jersey
$8.1K +$8.1K +102 New
FNWA
736
Financial Network Wealth Advisors
Utah
$7.94K
AEPWM
737
Atlantic Edge Private Wealth Management
Florida
$7.94K
RDFA
738
Ritter Daniher Financial Advisory
Ohio
$7.94K
AP
739
Atwood & Palmer
Missouri
$7.94K
GK
740
Graney & King
New York
$7.94K +$7.94K +100 New
MSWA
741
Marshall & Sterling Wealth Advisors
New York
$7.47K -$1.83K -23 -20%
OAJ
742
Ogorek Anthony Joseph
New York
$7K -$2.52K -32 -26%
WCM
743
Westend Capital Management
California
$6.35K
SC
744
SouthState Corp
Florida
$6.28K -$10.6K -134 -63%
POIA
745
Pin Oak Investment Advisors
Texas
$6K
MHR
746
Matthew Hamilton Rosenberg
$5.96K +$5.96K +75 New
VFM
747
Vision Financial Markets
Connecticut
$5.89K +$157 +2 +3%
RF
748
Rossby Financial
Florida
$5.8K -$17.2K -217 -75%
GC
749
GFG Capital
Florida
$5.8K +$5.8K +73 New
LWMI
750
Legacy Wealth Management (Idaho)
Idaho
$5.72K