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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
ECA
526
Elevated Capital Advisors
Utah
$1.05M
ZIG
527
Zullo Investment Group
Pennsylvania
$1.05M
FFM
528
Forum Financial Management
Illinois
$1.04M
BAM
529
Belpointe Asset Management
Nevada
$1.04M
TSS
530
Two Sigma Securities
New York
$1.04M
MAS
531
Meeder Advisory Services
Ohio
$1.04M
IAIM
532
International Assets Investment Management
Florida
$1.03M
WSC
533
Wellington Shields & Co
New York
$1.02M
PFS
534
Prospera Financial Services
Texas
$1.02M
JF
535
Joule Financial
Kentucky
$1.01M
AWM
536
Axxcess Wealth Management
California
$1.01M
RAM
537
Ramirez Asset Management
New York
$1.01M
LIM
538
Longfellow Investment Management
Massachusetts
$1.01M
PSB
539
Piscataqua Savings Bank
New Hampshire
$1.01M
CIM
540
CIM Investment Management
Pennsylvania
$1M
RWM
541
Ritholtz Wealth Management
New York
$1M
MNBTD
542
Moody National Bank Trust Division
Texas
$997K
IFWM
543
Institute for Wealth Management
Colorado
$996K
CWM
544
Congress Wealth Management
Massachusetts
$991K
Capstone Investment Advisors
545
Capstone Investment Advisors
New York
$988K
USAA
546
United Services Automobile Association
Texas
$987K
SW
547
SkyOak Wealth
Michigan
$977K
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$976K
GAM
549
Groupama Asset Management
France
$967K
VC
550
Vicus Capital
Pennsylvania
$964K