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Principal Financial Group

871 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, 332 increasing their positions, 254 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
871
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
AP
851
Aspect Partners
Virginia
$970
ACA
852
American Capital Advisory
Idaho
$794
AIM
853
Arcadia Investment Management
Michigan
$794
IPS
854
Investors Portfolio Services
Washington
$744
VWA
855
Valued Wealth Advisors
Utah
$716
UCB
856
United Community Bank
South Carolina
$706
Kayne Anderson Rudnick Investment Management
857
Kayne Anderson Rudnick Investment Management
California
$706
CTWM
858
Cherry Tree Wealth Management
Minnesota
$706
LAS
859
Lloyd Advisory Services
Georgia
$589
AA
860
Addison Advisors
Vermont
$530
WA
861
WestEnd Advisors
North Carolina
$529
SEP
862
Signature Equity Partners
Ohio
$529
SA
863
Seneschal Advisors
Washington
$442
QWM
864
Quaker Wealth Management
New Jersey
$442
EWM
865
Evolution Wealth Management
Florida
$441
WWA
866
Wealth Watch Advisors
Colorado
$441
APW
867
Atlantic Private Wealth
North Carolina
$441
APW
868
Aventura Private Wealth
Florida
$441
YDMI
869
Y.D. More Investments
Israel
$328
DF
870
DecisionPoint Financial
Arizona
$177
SWA
871
SOA Wealth Advisors
New York
$103
Voloridge Investment Management
872
Voloridge Investment Management
Florida
PCM
873
Prana Capital Management
Connecticut
Alyeska Investment Group
874
Alyeska Investment Group
Illinois
ET
875
Entropy Technologies
New York