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Principal Financial Group

833 hedge funds and large institutions have $13.8B invested in Principal Financial Group in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 303 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
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
$15.6M
Puts
$13.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
801
Carolinas Wealth Consulting
North Carolina
$2.45K
CWM
802
Crowley Wealth Management
Delaware
$2.36K
SIC
803
Salem Investment Counselors
North Carolina
$2.28K
LI
804
LRI Investments
Florida
$2.19K
GC
805
Garde Capital
Washington
$2.11K
Optiver Holding
806
Optiver Holding
Netherlands
$2.02K
DF
807
Dunhill Financial
United Kingdom
$1.73K
GWSA
808
Global Wealth Strategies & Associates
Colorado
$1.69K
AP
809
Aspect Partners
Virginia
$1.43K
WWM
810
Wolff Wiese Magana
California
$1.27K
RWM
811
Rialto Wealth Management
New York
$1.27K
HHGA
812
Halbert Hargrove Global Advisors
California
$1.18K
AGWCA
813
Annis Gardner Whiting Capital Advisors
Florida
$1.01K
PCM
814
Penserra Capital Management
California
$1K
AW
815
Avion Wealth
Texas
$1K
GP
816
Greenline Partners
New York
$928
VWA
817
Valued Wealth Advisors
Utah
$678
CTWM
818
Cherry Tree Wealth Management
Minnesota
$675
Kayne Anderson Rudnick Investment Management
819
Kayne Anderson Rudnick Investment Management
California
$675
BHWM
820
Bay Harbor Wealth Management
Maryland
$590
HFS
821
Hughes Financial Services
Virginia
$511
PWM
822
Parkworth Wealth Management
California
$506
CAWM
823
Capital A Wealth Management
Pennsylvania
$506
WA
824
WestEnd Advisors
North Carolina
$506
PWA
825
Principia Wealth Advisory
Texas
$464