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Principal Financial Group

807 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, 272 reducing their positions, and 97 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: 833807 (-26)

5% less capital invested

Capital invested by funds: $13.8B → $13.1B (-$749M)

15% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 97

Holders
807
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
Twin Tree Management
726
Twin Tree Management
Texas
$10.6K
VWM
727
Vermillion Wealth Management
Minnesota
$10.5K
BDPWM
728
Barnes Dennig Private Wealth Management
Ohio
$10.3K
WTFG
729
Wood Tarver Financial Group
Idaho
$10K
AA
730
Ancora Advisors
Ohio
$9.85K
CPG
731
Cornerstone Planning Group
New Jersey
$9.82K
PP
732
PFS Partners
New Jersey
$9.69K
PPA
733
Painted Porch Advisors
California
$9.45K
S
734
Sachetta
Massachusetts
$9.13K
BWAM
735
Boyd Watterson Asset Management
Ohio
$9.13K
CWM
736
Centricity Wealth Management
Ohio
$9.13K
RFG
737
REAP Financial Group
Texas
$9.06K
SL
738
Salomon & Ludwin
Virginia
$8.78K
MFT
739
Moisand Fitzgerald Tamayo
Florida
$8.74K
RA
740
Rise Advisors
New York
$8.18K
PGAM
741
Princeton Global Asset Management
New Jersey
$8.1K
FNWA
742
Financial Network Wealth Advisors
Utah
$7.94K
RDFA
743
Ritter Daniher Financial Advisory
Ohio
$7.94K
AEPWM
744
Atlantic Edge Private Wealth Management
Florida
$7.94K
AP
745
Atwood & Palmer
Missouri
$7.94K
GK
746
Graney & King
New York
$7.94K
MSWA
747
Marshall & Sterling Wealth Advisors
New York
$7.47K
OAJ
748
Ogorek Anthony Joseph
New York
$7K
WCM
749
Westend Capital Management
California
$6.35K
SC
750
SouthState Corp
Florida
$6.28K