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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: 3 → 4 (+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: 892 → 909 (+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
Top Buyers
Top Sellers
| 1 |
Marshall Wace
London,
United Kingdom
|
-$57.6M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$53.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$49.5M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$40.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$38.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
976
Westend Capital Management
Sausalito,
California
| – | -$7.06K | -80 | Closed |
|
|
EWA
977
EQ Wealth Advisors
Dallas,
Texas
| – | -$6.62K | -75 | Closed |
|
|
IWM
978
IMG Wealth Management
Jacksonville,
Florida
| – | -$5.12K | -58 | Closed |
|
|
HHMI
979
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| – | -$3.88K | -44 | Closed |
|
980
Walleye Capital
New York
| – | -$2.29K | -25 | Closed |
|
|
TPBG
981
Turning Point Benefit Group
Frederick,
Maryland
| – | -$1.76K | -20 | Closed |
|
|
NWM
982
Nova Wealth Management
Bonita Springs,
Florida
| – | -$1.59K | -18 | Closed |
|
|
MSWM
983
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| – | -$1.32K | -15 | Closed |
|
|
CIAS
984
CBIZ Investment Advisory Services
Independence,
Ohio
| – | -$1.24K | -14 | Closed |
|
|
UCB
985
United Community Bank
Greenville,
South Carolina
| – | -$706 | -8 | Closed |
|
|
LAS
986
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$589 | -7 | Closed |
|
|
NL
987
NorthAvenue LLC
Columbus,
Ohio
| – | -$442 | -5 | Closed |
|
|
WWA
988
Wealth Watch Advisors
Englewood,
Colorado
| – | -$441 | -5 | Closed |
|