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Principal Financial Group

874 hedge funds and large institutions have $14.1B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 333 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$1.83M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$44M
3 +$36.5M
4
LPL Financial
LPL Financial
California
+$34M
5
BlackRock
BlackRock
New York
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
801
Moisand Fitzgerald Tamayo
Florida
$9.7K
WTC
802
WhitTier Trust Company
Nevada
$9.18K
BWAM
803
Boyd Watterson Asset Management
Ohio
$9.09K
AP
804
Atwood & Palmer
Missouri
$8.82K
AFG
805
Albion Financial Group
Utah
$8.82K
AEPWM
806
Atlantic Edge Private Wealth Management
Florida
$8.82K
FNWA
807
Financial Network Wealth Advisors
Utah
$8.82K
GK
808
Graney & King
New York
$8.82K
TAM
809
Tucker Asset Management
Colorado
$8.03K
WCM
810
Westend Capital Management
California
$7.06K
VFM
811
Vision Financial Markets
Connecticut
$6.64K
MHR
812
Matthew Hamilton Rosenberg
$6.62K
EWA
813
EQ Wealth Advisors
Texas
$6.62K
SFG
814
Strive Financial Group
Indiana
$6.17K
NMG
815
New Millennium Group
Utah
$6K
IWM
816
IMG Wealth Management
Florida
$5.12K
WA
817
Westfuller Advisors
New York
$5.1K
RDFA
818
Ritter Daniher Financial Advisory
Ohio
$5.03K
AGWCA
819
Annis Gardner Whiting Capital Advisors
Florida
$4.76K
CFM
820
Cornerstone Financial Management
Massachusetts
$4.76K
DCM
821
Davis Capital Management
Florida
$4.59K
SC
822
SouthState Corp
Florida
$4.32K
PIS
823
POM Investment Strategies
North Carolina
$4.32K
OAJ
824
Ogorek Anthony Joseph
New York
$4K
HHMI
825
Howard Hughes Medical Institute
Maryland
$3.88K