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Prudential Financial

1,375 hedge funds and large institutions have $23.9B invested in Prudential Financial in 2025 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 512 increasing their positions, 459 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,3031,375 (+72)

0.8% more ownership

Funds ownership: 59.74%60.54% (+0.8%)

23% less call options, than puts

Call options by funds: $399M | Put options by funds: $515M

Holders
1,375
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
$399M
Puts
$515M
Net Calls
Net Calls Change

Top Buyers

1 +$103M
2 +$75.8M
3 +$54.2M
4
Morgan Stanley
Morgan Stanley
New York
+$45M
5
Citadel Advisors
Citadel Advisors
Florida
+$33.5M

Top Sellers

1 -$81.4M
2 -$72.9M
3 -$64.2M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$64M
5
Invesco
Invesco
Georgia
-$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
501
EP Wealth Advisors
California
$1.15M
LNWTC
502
Laird Norton Wetherby Trust Company
Washington
$1.14M
USCWA
503
U.S. Capital Wealth Advisors
Texas
$1.14M
Envestnet Portfolio Solutions
504
Envestnet Portfolio Solutions
Illinois
$1.14M
WIA
505
Wetzel Investment Advisors
Indiana
$1.13M
BAM
506
Belpointe Asset Management
Nevada
$1.13M
EPW
507
Evolve Private Wealth
California
$1.11M
AWM
508
Accurate Wealth Management
Florida
$1.1M
SL
509
Sentinus LLC
Illinois
$1.1M
JSW
510
Journey Strategic Wealth
New Jersey
$1.09M
ECA
511
Elevated Capital Advisors
Utah
$1.09M
CCC
512
Chesapeake Capital Corp
Florida
$1.08M
SAW
513
Signal Advisors Wealth
Michigan
$1.08M
BSB
514
Bangor Savings Bank
Maine
$1.08M
RWM
515
Ritholtz Wealth Management
New York
$1.08M
SAM
516
Securian Asset Management
Minnesota
$1.07M
MSWM
517
McGlone Suttner Wealth Management
Wisconsin
$1.07M
PFS
518
Prospera Financial Services
Texas
$1.07M
SAM
519
Sompo Asset Management
Japan
$1.06M
MSA
520
MUFG Securities Americas
New York
$1.06M
SS
521
Sunbelt Securities
Texas
$1.06M
OIAM
522
OFI Invest Asset Management
France
$1.06M
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.05M
MWM
524
Mission Wealth Management
California
$1.05M
GC
525
Gilbert & Cook
Iowa
$1.04M