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Principal Financial Group
PFG

814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 277 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $8.31M

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 277

0.51% less ownership

Funds ownership: 74.48% → 73.97% (-0.51%)

3% less funds holding

Funds holding: 841 → 814 (-27)

7% less capital invested

Capital invested by funds: $14.2B → $13.2B (-$994M)

18% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 100

Holders
814
Holders Change
-27
Holders Change %
-3.21%
% of All Funds
10.72%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
82
Increased
315
Reduced
277
Closed
100
Calls
$11.4M
Puts
$8.31M
Net Calls
+$3.13M
Net Calls Change
+$1.15M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$83.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$50.5M
3
Amundi
Amundi
France
+$50.2M
4
BlackRock
BlackRock
New York
+$47.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$45.1M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$420M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$150M
3
Goldman Sachs
Goldman Sachs
New York
-$52.4M
4
MPI
Mairs & Power Inc
Minnesota
-$32.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
776
DiNuzzo Private Wealth
Pennsylvania
$2.78K -$77 -1 -3%
RJA
777
Ross\Johnson & Associates
Minnesota
$2.78K – – –
PWMG
778
Prestige Wealth Management Group
New Jersey
$2.7K – – –
HWA
779
Heritage Wealth Advisors
Virginia
$2.3K – – –
TIM
780
Tortoise Investment Management
New York
$2.22K +$2.15K +28 New
LI
781
LRI Investments
Florida
$2.06K – – –
MPW
782
MASECO Private Wealth
$2.06K +$2K +26 New
WCM
783
WealthTrak Capital Management
Virginia
$1.99K -$1.53K -20 -44%
GC
784
Garde Capital
Washington
$1.99K – – –
SO
785
Sierra Ocean
California
$1.63K -$1.15K -15 -43%
HFS
786
Hughes Financial Services
Virginia
$1.61K +$1.15K +15 +250%
DF
787
Dunhill Financial
United Kingdom
$1.6K – – –
GWSA
788
Global Wealth Strategies & Associates
Colorado
$1.59K – – –
KG
789
Kilter Group
New York
$1.51K +$1.46K +19 New
NWM
790
Nova Wealth Management
Florida
$1.43K +$1.38K +18 New
WWM
791
Wolff Wiese Magana
California
$1.19K – – –
PWA
792
Principia Wealth Advisory
Texas
$1.19K +$691 +9 +150%
NL
793
NVWM LLC
Pennsylvania
$1.19K +$1.15K +15 New
AW
794
Avion Wealth
Texas
$1K -$154 -2 -10%
PCM
795
Penserra Capital Management
California
$1K – – –
BHWM
796
Bay Harbor Wealth Management
Maryland
$953 +$384 +5 +71%
AP
797
Aspect Partners
Virginia
$874 -$461 -6 -35%
HIA
798
HFM Investment Advisors
New Jersey
$874 +$461 +6 +120%
RWM
799
Rialto Wealth Management
New York
$715 -$461 -6 -40%
PWM
800
Parkworth Wealth Management
California
$715 +$230 +3 +50%
30 31
32
33 34

PFG Hedge Fund Activity: Q2 2025 in Review

814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2025, worth a combined $13.2B — down 7% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of PFG and 82 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 315 added.

The largest buyer was Bank of America, adding an estimated $83.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $420M sold.

  • 814 institutional investors held Principal Financial Group (PFG) as of Q2 2025, down from 841 in Q1 2025.
  • Funds reported $13.2B of Principal Financial Group stock for Q2 2025, down 7% quarter-over-quarter.
  • 82 funds opened new Principal Financial Group positions in Q2 2025 and 100 closed out, a net change of -18 holders.
  • The largest Principal Financial Group buyer in Q2 2025 was Bank of America, an estimated $83.2M added.
  • The largest Principal Financial Group seller in Q2 2025 was Capital Research Global Investors, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2025.