PRU icon

Prudential Financial

1,321 hedge funds and large institutions have $23.6B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 500 increasing their positions, 498 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $27.1B → $23.6B (-$3.48B)

17% less call options, than puts

Call options by funds: $537M | Put options by funds: $647M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
1,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$537M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
401
Focus Partners Wealth
Massachusetts
$1.85M
GWM
402
Geneos Wealth Management
Colorado
$1.85M
ECM
403
Everence Capital Management
Indiana
$1.84M
SGCA
404
Steel Grove Capital Advisors
Tennessee
$1.84M
DEM
405
Disciplined Equity Management
Florida
$1.83M
GCA
406
Greenwood Capital Associates
South Carolina
$1.83M
CAU
407
Caxton Associates (UK)
$1.82M
GT
408
Glenmede Trust
Pennsylvania
$1.82M
WPP
409
Whalerock Point Partners
Rhode Island
$1.82M
SCA
410
Stonebridge Capital Advisors
Minnesota
$1.81M
NGA
411
Naples Global Advisors
Florida
$1.81M
MA
412
Mutual Advisors
Nebraska
$1.79M
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$1.78M
UCFA
414
United Capital Financial Advisors
Texas
$1.78M
IG
415
ING Group
Netherlands
$1.77M
AI
416
Arvest Investments
Arkansas
$1.77M
VWM
417
VCI Wealth Management
Missouri
$1.77M
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$1.77M
PA
419
Pinnacle Associates
New York
$1.76M
CT
420
Caldwell Trust
Florida
$1.75M
CW
421
CreativeOne Wealth
Kansas
$1.74M
HH
422
Hilltop Holdings
Texas
$1.74M
ET
423
Entropy Technologies
New York
$1.74M
PS
424
Principal Securities
Iowa
$1.73M
RF
425
Roxbury Financial
New Jersey
$1.69M