Principal Financial Group
814 hedge funds and large institutions have $13.2B invested in Principal Financial Group in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 277 reducing their positions, and 100 closing their positions.
38% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $8.31M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 277
0.51% less ownership
Funds ownership: 74.48% → 73.97% (-0.51%)
3% less funds holding
Funds holding: 841 → 814 (-27)
7% less capital invested
Capital invested by funds: $14.2B → $13.2B (-$994M)
18% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$83.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$50.5M |
| 3 |
Amundi
Paris,
France
|
+$50.2M |
| 4 |
BlackRock
New York
|
+$47.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$45.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$420M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$150M |
| 3 |
Goldman Sachs
New York
|
-$52.4M |
| 4 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$32.9M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$25.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RS
901
Rakuten Securities
Tokyo,
Japan
| – | -$5.48K | -65 | Closed |
|
|
PBK
902
Peoples Bank (Kansas)
Pratt,
Kansas
| – | -$4.22K | -50 | Closed |
|
|
CWC
903
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$2.45K | -29 | Closed |
|
|
SIC
904
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$2.28K | -27 | Closed |
|
905
Optiver Holding
Amsterdam,
Netherlands
| – | -$2.02K | -24 | Closed |
|
|
CWP
906
Clark Wealth Partners
O'fallon,
Illinois
| – | -$1.35K | -16 | Closed |
|
|
HHGA
907
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$1.18K | -14 | Closed |
|
|
GP
908
Greenline Partners
New York
| – | -$928 | -11 | Closed |
|
|
CAM
909
Chesapeake Asset Management
New York
| – | -$843 | -10 | Closed |
|
|
CFD
910
Creative Financial Designs
Kokomo,
Indiana
| – | -$422 | -5 | Closed |
|
|
RWM
911
Ruedi Wealth Management
Champaign,
Illinois
| – | -$337 | -4 | Closed |
|
|
HWP
912
Highline Wealth Partners
Sherman Oaks,
California
| – | -$169 | -2 | Closed |
|
|
CIA
913
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$84 | -1 | Closed |
|
PFG Hedge Fund Activity: Q2 2025 in Review
814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Principal Financial Group (PFG) for Q2 2025, worth a combined $13.2B — down 7% from $14.2B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of PFG and 82 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 315 added.
The largest buyer was Bank of America, adding an estimated $83.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $420M sold.
- 814 institutional investors held Principal Financial Group (PFG) as of Q2 2025, down from 841 in Q1 2025.
- Funds reported $13.2B of Principal Financial Group stock for Q2 2025, down 7% quarter-over-quarter.
- 82 funds opened new Principal Financial Group positions in Q2 2025 and 100 closed out, a net change of -18 holders.
- The largest Principal Financial Group buyer in Q2 2025 was Bank of America, an estimated $83.2M added.
- The largest Principal Financial Group seller in Q2 2025 was Capital Research Global Investors, an estimated $420M sold.
Based on aggregated 13F filings for Q2 2025.