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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
SC
751
SouthState Corp
Florida
$6.28K
Q1WB
752
Quest 10 Wealth Builders
Virginia
$6.17K
POIA
753
Pin Oak Investment Advisors
Texas
$6K
MHR
754
Matthew Hamilton Rosenberg
$5.96K
VFM
755
Vision Financial Markets
Connecticut
$5.89K
RF
756
Rossby Financial
Florida
$5.8K
GC
757
GFG Capital
Florida
$5.8K
LWMI
758
Legacy Wealth Management (Idaho)
Idaho
$5.72K
LIS
759
Legacy Investment Solutions
Idaho
$5.72K
ME
760
McIlrath & Eck
Washington
$5.64K
NMG
761
New Millennium Group
Utah
$5.4K
IWM
762
IMG Wealth Management
Florida
$4.61K
TPWA
763
Twin Peaks Wealth Advisors
California
$3.86K
PSFG
764
Park Square Financial Group
Georgia
$3.57K
HHMI
765
Howard Hughes Medical Institute
Maryland
$3.57K
AIC
766
Archer Investment Corporation
Indiana
$3.5K
AGWCA
767
Annis Gardner Whiting Capital Advisors
Florida
$3.34K
AWM
768
Abound Wealth Management
Tennessee
$3.26K
HPC
769
HM Payson & Co
Maine
$3.1K
FMP
770
Financial Management Professionals
Texas
$3.02K
DPW
771
DiNuzzo Private Wealth
Pennsylvania
$2.78K
RJA
772
Ross\Johnson & Associates
Minnesota
$2.78K
PWMG
773
Prestige Wealth Management Group
New Jersey
$2.7K
HWA
774
Heritage Wealth Advisors
Virginia
$2.3K
TIM
775
Tortoise Investment Management
New York
$2.22K