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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
Walleye Capital
851
Walleye Capital
New York
$2.21K
CFG
852
Clayton Financial Group
Missouri
$2.03K
AW
853
Avion Wealth
Texas
$2K
DF
854
Dunhill Financial
United Kingdom
$1.89K
HFS
855
Hughes Financial Services
Virginia
$1.85K
NL
856
NVWM LLC
Pennsylvania
$1.76K
TPBG
857
Turning Point Benefit Group
Maryland
$1.76K
NWM
858
Nova Wealth Management
Florida
$1.59K
WWM
859
Wolff Wiese Magana
California
$1.32K
MSWM
860
Mowery & Schoenfeld Wealth Management
Illinois
$1.32K
PWA
861
Principia Wealth Advisory
Texas
$1.32K
CIAS
862
CBIZ Investment Advisory Services
Ohio
$1.24K
CWP
863
Clark Wealth Partners
Illinois
$1.15K
1CP
864
1015 Capital Partners
Pennsylvania
$1.06K
PCM
865
Penserra Capital Management
California
$1K
HIA
866
HFM Investment Advisors
New Jersey
$971
AP
867
Aspect Partners
Virginia
$970
ACA
868
American Capital Advisory
Idaho
$794
AIM
869
Arcadia Investment Management
Michigan
$794
IPS
870
Investors Portfolio Services
Washington
$744
VWA
871
Valued Wealth Advisors
Utah
$716
UCB
872
United Community Bank
South Carolina
$706
Kayne Anderson Rudnick Investment Management
873
Kayne Anderson Rudnick Investment Management
California
$706
CTWM
874
Cherry Tree Wealth Management
Minnesota
$706
LAS
875
Lloyd Advisory Services
Georgia
$589