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Principal Financial Group

909 hedge funds and large institutions have $15.1B invested in Principal Financial Group in 2026 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 351 increasing their positions, 262 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 79

34% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 262

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more call options, than puts

Call options by funds: $9.91M | Put options by funds: $8.55M

7% more capital invested

Capital invested by funds: $14.2B → $15.1B (+$960M)

5.34% more ownership

Funds ownership: 72.2%77.54% (+5.3%)

2% more funds holding

Funds holding: 892909 (+17)

Holders
909
Holders Change
+17
Holders Change %
+1.91%
% of All Funds
11.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
115
Increased
351
Reduced
262
Closed
79
Calls
$9.91M
Puts
$8.55M
Net Calls
+$1.35M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
926
Engineers Gate Manager
New York
-$2.2M -24,890 Closed
IFU
927
iSAM Funds (UK)
United Kingdom
-$2.05M -23,233 Closed
GAM
928
Groupama Asset Management
France
-$1.74M -19,689 Closed
LAM
929
LECAP Asset Management
United Kingdom
-$1.74M -19,682 Closed
Capital Fund Management (CFM)
930
Capital Fund Management (CFM)
France
-$1.61M -18,292 Closed
YIH
931
Y-Intercept (HK)
Hong Kong
-$1.6M -18,139 Closed
VCM
932
Voleon Capital Management
California
-$1.49M -16,936 Closed
OTL
933
Oak Thistle LLC
New York
-$1.46M -16,570 Closed
VF
934
Vest Financial
Virginia
-$1.34M -15,246 Closed
CA
935
Commerzbank Aktiengesellschaft
Germany
-$1.28M -14,475 Closed
CAU
936
Caxton Associates (UK)
-$1.24M -14,091 Closed
VI
937
Versor Investments
New York
-$1.11M -12,569 Closed
QCM
938
Qsemble Capital Management
New York
-$1.09M -12,313 Closed
FFM
939
Forum Financial Management
Illinois
-$666K -7,546 Closed
AC
940
AXQ Capital
New Jersey
-$543K -6,159 Closed
CIA
941
Capital Investment Advisors
Georgia
-$560K -6,123 Closed
JCIA
942
Jackson Creek Investment Advisors
Colorado
-$532K -6,028 Closed
DS
943
DRW Securities
Illinois
-$498K -5,646 Closed
BFM
944
Boothbay Fund Management
New York
-$463K -5,251 Closed
I
945
InceptionR
California
-$409K -4,637 Closed
AWA
946
Arete Wealth Advisors
Illinois
-$393K -4,460 Closed
Verition Fund Management
947
Verition Fund Management
Connecticut
-$385K -4,362 Closed
QT
948
Quantbot Technologies
New York
-$326K -3,700 Closed
TSS
949
Two Sigma Securities
New York
-$317K -3,598 Closed
GCP
950
GSA Capital Partners
United Kingdom
-$310K -3,512 Closed