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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
POIA
751
Pin Oak Investment Advisors
Texas
$6K
MHR
752
Matthew Hamilton Rosenberg
$5.96K
VFM
753
Vision Financial Markets
Connecticut
$5.89K
RF
754
Rossby Financial
Florida
$5.8K
GC
755
GFG Capital
Florida
$5.8K
LWMI
756
Legacy Wealth Management (Idaho)
Idaho
$5.72K
LIS
757
Legacy Investment Solutions
Idaho
$5.72K
ME
758
McIlrath & Eck
Washington
$5.64K
NMG
759
New Millennium Group
Utah
$5.4K
IWM
760
IMG Wealth Management
Florida
$4.61K
TPWA
761
Twin Peaks Wealth Advisors
California
$3.86K
PSFG
762
Park Square Financial Group
Georgia
$3.57K
HHMI
763
Howard Hughes Medical Institute
Maryland
$3.57K
AIC
764
Archer Investment Corporation
Indiana
$3.5K
AGWCA
765
Annis Gardner Whiting Capital Advisors
Florida
$3.34K
AWM
766
Abound Wealth Management
Tennessee
$3.26K
HPC
767
HM Payson & Co
Maine
$3.1K
FMP
768
Financial Management Professionals
Texas
$3.02K
DPW
769
DiNuzzo Private Wealth
Pennsylvania
$2.78K
RJA
770
Ross\Johnson & Associates
Minnesota
$2.78K
PWMG
771
Prestige Wealth Management Group
New Jersey
$2.7K
HWA
772
Heritage Wealth Advisors
Virginia
$2.3K
TIM
773
Tortoise Investment Management
New York
$2.22K
LI
774
LRI Investments
Florida
$2.06K
MPW
775
MASECO Private Wealth
$2.06K