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Principal Financial Group

833 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 303 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
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
$15.6M
Puts
$13.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
751
Trust Company of Vermont
Vermont
$13.2K
PWAM
752
Private Wealth Asset Management
Iowa
$12.9K
HIW
753
Holos Integrated Wealth
Pennsylvania
$11.6K
BFS
754
Burkett Financial Services
South Carolina
$11.3K
VWM
755
Vermillion Wealth Management
Minnesota
$11.1K
GKIM
756
GW&K Investment Management
Massachusetts
$11K
WTFG
757
Wood Tarver Financial Group
Idaho
$11K
TSMHT
758
Thurston Springer Miller Herd & Titak
Indiana
$10.4K
PPA
759
Painted Porch Advisors
California
$10K
WPA
760
West Paces Advisors
Georgia
$10K
OAJ
761
Ogorek Anthony Joseph
New York
$10K
MSWA
762
Marshall & Sterling Wealth Advisors
New York
$9.89K
S
763
Sachetta
Massachusetts
$9.7K
CWM
764
Centricity Wealth Management
Ohio
$9.7K
RFG
765
REAP Financial Group
Texas
$9.53K
MFT
766
Moisand Fitzgerald Tamayo
Florida
$9.28K
SL
767
Salomon & Ludwin
Virginia
$9.2K
CPG
768
Cornerstone Planning Group
New Jersey
$9.18K
RA
769
Rise Advisors
New York
$8.69K
TWD
770
True Wealth Design
Ohio
$8.52K
AEPWM
771
Atlantic Edge Private Wealth Management
Florida
$8.44K
AP
772
Atwood & Palmer
Missouri
$8.44K
FNWA
773
Financial Network Wealth Advisors
Utah
$8.44K
RDFA
774
Ritter Daniher Financial Advisory
Ohio
$8.44K
AA
775
Ancora Advisors
Ohio
$7.59K