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Prudential Financial

1,373 hedge funds and large institutions have $27.1B invested in Prudential Financial in 2024 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 507 increasing their positions, 459 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 83

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 459

9% more capital invested

Capital invested by funds: $25B → $27.1B (+$2.18B)

6% more funds holding

Funds holding: 1,2991,373 (+74)

2.09% more ownership

Funds ownership: 58.15%60.23% (+2.1%)

51% less call options, than puts

Call options by funds: $589M | Put options by funds: $1.19B

Holders
1,373
Holders Change
+74
Holders Change %
+5.7%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
182
Increased
507
Reduced
459
Closed
83
Calls
$589M
Puts
$1.19B
Net Calls
-$603M
Net Calls Change
-$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
326
Essential Planning
New Hampshire
$3.31M +$3.31M +26,780 New
BEI
327
Benjamin Edwards Inc
Missouri
$3.31M +$133K +1,078 +4%
PCA
328
Providence Capital Advisors
North Carolina
$3.29M +$13K +105 +0.4%
William Blair & Company
329
William Blair & Company
Illinois
$3.23M +$56.4K +457 +2%
BAMF
330
BI Asset Management Fondsmaeglerselskab
Denmark
$3.23M -$1.54M -12,485 -31%
RBA
331
Richard Bernstein Advisors
New York
$3.22M
PA
332
Procyon Advisors
Connecticut
$3.22M +$1.15M +9,308 +52%
OIM
333
Orca Investment Management
Oregon
$3.21M -$58.5K -474 -2%
WB
334
WesBanco Bank
West Virginia
$3.17M -$26.9K -218 -0.8%
XWM
335
Xcel Wealth Management
Florida
$3.17M -$174K -1,410 -5%
CPRC
336
Consolidated Portfolio Review Corp
New York
$3.13M +$3.26M +26,431 New
TRSOTSOK
337
Teachers Retirement System of the State of Kentucky
Kentucky
$3.13M -$75.6K -612 -2%
MYAM
338
Meiji Yasuda Asset Management
Japan
$3.13M +$21.1K +171 +0.7%
Kayne Anderson Rudnick Investment Management
339
Kayne Anderson Rudnick Investment Management
California
$3.12M -$143K -1,158 -4%
CC
340
Courier Capital
New York
$3.11M -$12.6K -102 -0.4%
NB
341
NBT Bank
New York
$3.11M -$20.9K -169 -0.6%
LK
342
Lumbard & Kellner
New Hampshire
$3.1M -$222K -1,802 -6%
SGI
343
Summit Global Investments
Utah
$3.09M +$70.9K +574 +2%
PIM
344
Plato Investment Management
Australia
$3.09M +$2.96K +24 +0.1%
P
345
&Partners
Tennessee
$3.07M +$1.01M +8,171 +47%
CCM
346
Cinctive Capital Management
New York
$3.04M -$995K -8,057 -24%
MGP
347
Metis Global Partners
California
$3.03M +$82.5K +668 +3%
USCWA
348
U.S. Capital Wealth Advisors
Texas
$3.03M +$173K +1,399 +6%
UH
349
Unigestion Holding
Switzerland
$3.02M -$926K -7,500 -23%
Verition Fund Management
350
Verition Fund Management
Connecticut
$3M +$2.7M +21,879 +640%

PRU Hedge Fund Activity: Q4 2024 in Review

1,373 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2024, worth a combined $27.1B — up 8.7% from $25B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new PRU positions and 83 closed out — a net gain of 99 holders — while 507 added to existing stakes and 459 trimmed.

The largest buyer was Northern Trust, adding an estimated $111M. The largest seller was International Assets Investment Management, cutting an estimated $157M.

  • 1,373 institutional investors held Prudential Financial (PRU) as of Q4 2024, up from 1,299 in Q3 2024.
  • Funds reported $27.1B of Prudential Financial stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 182 funds opened new Prudential Financial positions in Q4 2024 and 83 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2024 was Northern Trust, an estimated $111M added.
  • The largest Prudential Financial seller in Q4 2024 was International Assets Investment Management, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2024.