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Principal Financial Group
PFG

841 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 306 increasing their positions, 261 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 261

15% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $13.6M

12% more capital invested

Capital invested by funds: $12.7B → $14.2B (+$1.5B)

7% more funds holding

Funds holding: 784 → 841 (+57)

2.97% more ownership

Funds ownership: 71.52% → 74.48% (+3%)

Holders
841
Holders Change
+57
Holders Change %
+7.27%
% of All Funds
11.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
124
Increased
306
Reduced
261
Closed
55
Calls
$15.6M
Puts
$13.6M
Net Calls
+$1.99M
Net Calls Change
-$10.8M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$274M
2
Bank of America
Bank of America
North Carolina
+$123M
3
Goldman Sachs
Goldman Sachs
New York
+$116M
4
State Street
State Street
Massachusetts
+$91.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$43.8M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$176M
2
JP Morgan Chase
JP Morgan Chase
New York
-$59M
3
Deutsche Bank
Deutsche Bank
Germany
-$40M
4
WP
Woodline Partners
California
-$28.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$23.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
801
Sierra Ocean
California
$3K – – –
RJA
802
Ross\Johnson & Associates
Minnesota
$2.95K – – –
AWM
803
Activest Wealth Management
Florida
$2.95K +$2.91K +35 New
PWMG
804
Prestige Wealth Management Group
New Jersey
$2.87K – – –
CIAS
805
CBIZ Investment Advisory Services
Ohio
$2.53K +$2.5K +30 New
HWA
806
Heritage Wealth Advisors
Virginia
$2.45K -$3.58K -43 -60%
CWC
807
Carolinas Wealth Consulting
North Carolina
$2.45K – – –
CWM
808
Crowley Wealth Management
Delaware
$2.36K – – –
SIC
809
Salem Investment Counselors
North Carolina
$2.28K +$2.25K +27 New
LI
810
LRI Investments
Florida
$2.19K – – –
GC
811
Garde Capital
Washington
$2.11K +$2.08K +25 New
Optiver Holding
812
Optiver Holding
Netherlands
$2.02K +$2K +24 New
DF
813
Dunhill Financial
United Kingdom
$1.73K -$1.08K -13 -39%
GWSA
814
Global Wealth Strategies & Associates
Colorado
$1.69K – – –
AP
815
Aspect Partners
Virginia
$1.43K – – –
CWP
816
Clark Wealth Partners
Illinois
$1.35K +$1.33K +16 New
WWM
817
Wolff Wiese Magana
California
$1.27K – – –
RWM
818
Rialto Wealth Management
New York
$1.27K +$1.25K +15 New
HHGA
819
Halbert Hargrove Global Advisors
California
$1.18K +$1.16K +14 New
AGWCA
820
Annis Gardner Whiting Capital Advisors
Florida
$1.01K – – –
PCM
821
Penserra Capital Management
California
$1K -$44.2K -532 -96%
AW
822
Avion Wealth
Texas
$1K – – –
GP
823
Greenline Partners
New York
$928 +$915 +11 New
CAM
824
Chesapeake Asset Management
New York
$843 +$416 +5 +100%
VWA
825
Valued Wealth Advisors
Utah
$678 – – –
31 32
33
34 35

PFG Hedge Fund Activity: Q1 2025 in Review

841 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q1 2025, worth a combined $14.2B — up 12% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFG positions and 55 closed out — a net gain of 69 holders — while 306 added to existing stakes and 261 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $274M. The largest seller was Wellington Management Group, cutting an estimated $176M.

  • 841 institutional investors held Principal Financial Group (PFG) as of Q1 2025, up from 784 in Q4 2024.
  • Funds reported $14.2B of Principal Financial Group stock for Q1 2025, up 12% quarter-over-quarter.
  • 124 funds opened new Principal Financial Group positions in Q1 2025 and 55 closed out, a net change of +69 holders.
  • The largest Principal Financial Group buyer in Q1 2025 was Victory Capital Management, an estimated $274M added.
  • The largest Principal Financial Group seller in Q1 2025 was Wellington Management Group, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2025.