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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
AA
876
Addison Advisors
Vermont
$530
WA
877
WestEnd Advisors
North Carolina
$529
SEP
878
Signature Equity Partners
Ohio
$529
SA
879
Seneschal Advisors
Washington
$442
QWM
880
Quaker Wealth Management
New Jersey
$442
NL
881
NorthAvenue LLC
Ohio
$442
EWM
882
Evolution Wealth Management
Florida
$441
WWA
883
Wealth Watch Advisors
Colorado
$441
APW
884
Atlantic Private Wealth
North Carolina
$441
APW
885
Aventura Private Wealth
Florida
$441
YDMI
886
Y.D. More Investments
Israel
$328
DF
887
DecisionPoint Financial
Arizona
$177
SWA
888
SOA Wealth Advisors
New York
$103
Voloridge Investment Management
889
Voloridge Investment Management
Florida
PCM
890
Prana Capital Management
Connecticut
Alyeska Investment Group
891
Alyeska Investment Group
Illinois
ET
892
Entropy Technologies
New York
DFCM
893
Dark Forest Capital Management
Puerto Rico
GCM
894
Graham Capital Management
Connecticut
ACM
895
Aquatic Capital Management
Illinois
XT
896
XTX Topco
Cayman Islands
NICM
897
Neo Ivy Capital Management
New York
VIM
898
Vinva Investment Management
Australia
MWA
899
Midland Wealth Advisors
Illinois
TI
900
Tidal Investments
Wisconsin