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Principal Financial Group

888 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 335 increasing their positions, 256 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $13.3B → $14.2B (+$930M)

0.48% more ownership

Funds ownership: 71.71%72.2% (+0.48%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
888
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
HIW
801
Holos Integrated Wealth
Pennsylvania
$12.3K
BFS
802
Burkett Financial Services
South Carolina
$12.2K
VWM
803
Vermillion Wealth Management
Minnesota
$11.6K
PP
804
PFS Partners
New Jersey
$11K
MAM
805
Meeder Asset Management
Ohio
$10.9K
GCM
806
Gunpowder Capital Management
Maryland
$10.8K
CPG
807
Cornerstone Planning Group
New Jersey
$10.8K
KFP
808
Kerr Financial Planning
California
$10.5K
RFG
809
REAP Financial Group
Texas
$10.2K
UFF
810
USA Financial Formulas
Michigan
$10.2K
S
811
Sachetta
Massachusetts
$10.1K
MFT
812
Moisand Fitzgerald Tamayo
Florida
$9.7K
WTC
813
WhitTier Trust Company
Nevada
$9.18K
BWAM
814
Boyd Watterson Asset Management
Ohio
$9.09K
AFG
815
Albion Financial Group
Utah
$8.82K
AEPWM
816
Atlantic Edge Private Wealth Management
Florida
$8.82K
FNWA
817
Financial Network Wealth Advisors
Utah
$8.82K
AP
818
Atwood & Palmer
Missouri
$8.82K
GK
819
Graney & King
New York
$8.82K
TAM
820
Tucker Asset Management
Colorado
$8.03K
WCM
821
Westend Capital Management
California
$7.06K
VFM
822
Vision Financial Markets
Connecticut
$6.64K
MHR
823
Matthew Hamilton Rosenberg
$6.62K
EWA
824
EQ Wealth Advisors
Texas
$6.62K
SFG
825
Strive Financial Group
Indiana
$6.17K