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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
ME
751
McIlrath & Eck
Washington
$5.89K
RDFA
752
Ritter Daniher Financial Advisory
Ohio
$5.8K
NMG
753
New Millennium Group
Utah
$5.64K
SC
754
SouthState Corp
Florida
$5.31K
WA
755
Westfuller Advisors
New York
$4.86K
IWM
756
IMG Wealth Management
Florida
$4.81K
HHGA
757
Halbert Hargrove Global Advisors
California
$4.81K
OAJ
758
Ogorek Anthony Joseph
New York
$4K
DCM
759
Davis Capital Management
Florida
$3.98K
HHMI
760
Howard Hughes Medical Institute
Maryland
$3.65K
AIC
761
Archer Investment Corporation
Indiana
$3.65K
AWM
762
Abound Wealth Management
Tennessee
$3.4K
GA
763
Guerra Advisors
Florida
$3.32K
HPC
764
HM Payson & Co
Maine
$3.23K
FMP
765
Financial Management Professionals
Texas
$3.15K
CCM
766
Cloud Capital Management
Washington
$3K
RJA
767
Ross\Johnson & Associates
Minnesota
$2.9K
PWMG
768
Prestige Wealth Management Group
New Jersey
$2.82K
DPW
769
DiNuzzo Private Wealth
Pennsylvania
$2.82K
CC
770
Corsicana & Co
Texas
$2.65K
MPW
771
MASECO Private Wealth
$2.17K
LI
772
LRI Investments
Florida
$2.16K
CT
773
Clearstead Trust
Maine
$1.91K
HFS
774
Hughes Financial Services
Virginia
$1.75K
GWSA
775
Global Wealth Strategies & Associates
Colorado
$1.66K