PRU icon

Prudential Financial

1,300 hedge funds and large institutions have $22.6B invested in Prudential Financial in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 516 increasing their positions, 456 reducing their positions, and 114 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 capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $448M | Put options by funds: $492M

2% less funds holding

Funds holding: 1,3211,300 (-21)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$448M
Puts
$492M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$1.59M
CAM
427
Cresset Asset Management
Illinois
$1.59M
IC
428
IEQ Capital
California
$1.58M
LWA
429
Lantern Wealth Advisors
New York
$1.58M
ALMGDA
430
AG2R La Mondiale Gestion d'Actifs
France
$1.58M
MCM
431
Mork Capital Management
California
$1.57M
ACM
432
AlphaStar Capital Management
North Carolina
$1.56M
AWA
433
Arkadios Wealth Advisors
Georgia
$1.56M
IWC
434
Integrated Wealth Concepts
Massachusetts
$1.55M
LRWA
435
Long Run Wealth Advisors
New York
$1.53M
VanEck Associates
436
VanEck Associates
New York
$1.52M
SNBOSD
437
Security National Bank of So Dak
Iowa
$1.51M
HF
438
HRT Financial
New York
$1.51M
CFO
439
Callan Family Office
Pennsylvania
$1.5M
MFG
440
Merit Financial Group
Georgia
$1.49M
MK
441
MASTERINVEST Kapitalanlage
$1.49M
RF
442
Roxbury Financial
New Jersey
$1.48M
ECM
443
Everence Capital Management
Indiana
$1.48M
TAP
444
Tounjian Advisory Partners
Florida
$1.47M
Luther King Capital Management (LKCM)
445
Luther King Capital Management (LKCM)
Texas
$1.47M
PP
446
Patten & Patten
Tennessee
$1.45M
GFA
447
Gifford Fong Associates
California
$1.45M
CIA
448
Concurrent Investment Advisors
Florida
$1.44M
AWA
449
Arete Wealth Advisors
Illinois
$1.44M
RCM
450
Radnor Capital Management
Pennsylvania
$1.43M