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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
EWM
876
Evolution Wealth Management
Florida
$441
WWA
877
Wealth Watch Advisors
Colorado
$441
APW
878
Aventura Private Wealth
Florida
$441
APW
879
Atlantic Private Wealth
North Carolina
$441
YDMI
880
Y.D. More Investments
Israel
$328
DF
881
DecisionPoint Financial
Arizona
$177
SWA
882
SOA Wealth Advisors
New York
$103
Voloridge Investment Management
883
Voloridge Investment Management
Florida
PCM
884
Prana Capital Management
Connecticut
Alyeska Investment Group
885
Alyeska Investment Group
Illinois
ET
886
Entropy Technologies
New York
DFCM
887
Dark Forest Capital Management
Puerto Rico
GCM
888
Graham Capital Management
Connecticut
ACM
889
Aquatic Capital Management
Illinois
XT
890
XTX Topco
Cayman Islands
NICM
891
Neo Ivy Capital Management
New York
VIM
892
Vinva Investment Management
Australia
MWA
893
Midland Wealth Advisors
Illinois
TI
894
Tidal Investments
Wisconsin
BCM
895
Bayesian Capital Management
New York
HT
896
Headlands Technologies
Illinois
GLA
897
Great Lakes Advisors
Illinois
PP
898
Prudential plc
United Kingdom
DA
899
Denali Advisors
California
JF
900
Jump Financial
Illinois