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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
DF
776
Dunhill Financial
United Kingdom
$1.6K
EWP
777
Elevation Wealth Partners
California
$1.49K
NWM
778
Nova Wealth Management
Florida
$1.49K
BHWM
779
Bay Harbor Wealth Management
Maryland
$1.41K
WWM
780
Wolff Wiese Magana
California
$1.24K
NL
781
NVWM LLC
Pennsylvania
$1.24K
TIM
782
Tortoise Investment Management
New York
$1.16K
CIAS
783
CBIZ Investment Advisory Services
Ohio
$1.16K
PCM
784
Penserra Capital Management
California
$1K
AW
785
Avion Wealth
Texas
$1K
RWM
786
Rialto Wealth Management
New York
$913
HIA
787
HFM Investment Advisors
New Jersey
$912
AP
788
Aspect Partners
Virginia
$912
CPG
789
Cornerstone Planning Group
New Jersey
$876
AWM
790
Activest Wealth Management
Florida
$829
VWA
791
Valued Wealth Advisors
Utah
$671
CTWM
792
Cherry Tree Wealth Management
Minnesota
$664
Kayne Anderson Rudnick Investment Management
793
Kayne Anderson Rudnick Investment Management
California
$663
SFCL
794
Strengthening Families & Communities LLC
Massachusetts
$506
ACA
795
American Capital Advisory
Idaho
$498
AA
796
Addison Advisors
Vermont
$498
AT
797
Avalon Trust
New Mexico
$498
OCM
798
Orion Capital Management
California
$497
WWA
799
Wealth Watch Advisors
Colorado
$415
EWM
800
Evolution Wealth Management
Florida
$415