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Principal Financial Group

813 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 282 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
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
POIA
751
Pin Oak Investment Advisors
Texas
$6.47K
Q1WB
752
Quest 10 Wealth Builders
Virginia
$6.44K
MHR
753
Matthew Hamilton Rosenberg
$6.22K
VFM
754
Vision Financial Markets
Connecticut
$6.2K
LWMI
755
Legacy Wealth Management (Idaho)
Idaho
$5.97K
ME
756
McIlrath & Eck
Washington
$5.89K
RDFA
757
Ritter Daniher Financial Advisory
Ohio
$5.8K
NMG
758
New Millennium Group
Utah
$5.64K
SC
759
SouthState Corp
Florida
$5.31K
WA
760
Westfuller Advisors
New York
$4.86K
IWM
761
IMG Wealth Management
Florida
$4.81K
HHGA
762
Halbert Hargrove Global Advisors
California
$4.81K
OAJ
763
Ogorek Anthony Joseph
New York
$4K
DCM
764
Davis Capital Management
Florida
$3.98K
HHMI
765
Howard Hughes Medical Institute
Maryland
$3.65K
AIC
766
Archer Investment Corporation
Indiana
$3.65K
AWM
767
Abound Wealth Management
Tennessee
$3.4K
GA
768
Guerra Advisors
Florida
$3.32K
HPC
769
HM Payson & Co
Maine
$3.23K
FMP
770
Financial Management Professionals
Texas
$3.15K
CCM
771
Cloud Capital Management
Washington
$3K
RJA
772
Ross\Johnson & Associates
Minnesota
$2.9K
PWMG
773
Prestige Wealth Management Group
New Jersey
$2.82K
DPW
774
DiNuzzo Private Wealth
Pennsylvania
$2.82K
CC
775
Corsicana & Co
Texas
$2.65K