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Principal Financial Group

882 hedge funds and large institutions have $14.2B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 334 increasing their positions, 255 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 (+$915M)

0.41% more ownership

Funds ownership: 71.7%72.11% (+0.41%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
882
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
AGWCA
826
Annis Gardner Whiting Capital Advisors
Florida
$4.76K
CFM
827
Cornerstone Financial Management
Massachusetts
$4.76K
DCM
828
Davis Capital Management
Florida
$4.59K
SC
829
SouthState Corp
Florida
$4.32K
PIS
830
POM Investment Strategies
North Carolina
$4.32K
OAJ
831
Ogorek Anthony Joseph
New York
$4K
HHMI
832
Howard Hughes Medical Institute
Maryland
$3.88K
AIC
833
Archer Investment Corporation
Indiana
$3.88K
AWM
834
Abound Wealth Management
Tennessee
$3.62K
HPC
835
HM Payson & Co
Maine
$3.44K
FMP
836
Financial Management Professionals
Texas
$3.35K
DPW
837
DiNuzzo Private Wealth
Pennsylvania
$3.18K
PWMG
838
Prestige Wealth Management Group
New Jersey
$3K
RJA
839
Ross\Johnson & Associates
Minnesota
$3K
CC
840
Corsicana & Co
Texas
$2.82K
KG
841
Kilter Group
New York
$2.65K
TCM
842
Triumph Capital Management
Colorado
$2.38K
EWP
843
Elevation Wealth Partners
California
$2.29K
LI
844
LRI Investments
Florida
$2.29K
BHWM
845
Bay Harbor Wealth Management
Maryland
$2.29K
Walleye Capital
846
Walleye Capital
New York
$2.21K
CFG
847
Clayton Financial Group
Missouri
$2.03K
AW
848
Avion Wealth
Texas
$2K
DF
849
Dunhill Financial
United Kingdom
$1.89K
HFS
850
Hughes Financial Services
Virginia
$1.85K