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Prudential Financial

1,311 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, 518 increasing their positions, 463 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 463

0.76% less ownership

Funds ownership: 60.31%59.55% (-0.76%)

4% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 117

5% less capital invested

Capital invested by funds: $23.8B → $22.6B (-$1.18B)

9% less call options, than puts

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

2% less funds holding

Funds holding: 1,3341,311 (-23)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,311
Holders Change
-23
Holders Change %
-1.72%
% of All Funds
17.26%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
112
Increased
518
Reduced
463
Closed
117
Calls
$448M
Puts
$492M
Net Calls
-$43.9M
Net Calls Change
+$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BBP
526
Banco BTG Pactual
Brazil
$976K +$941K +9,085 New
ZIG
527
Zullo Investment Group
Pennsylvania
$970K -$36.8K -355 -4%
AWM
528
Avior Wealth Management
Nebraska
$969K -$139K -1,340 -13%
LIM
529
Longfellow Investment Management
Massachusetts
$969K
MNBTD
530
Moody National Bank Trust Division
Texas
$968K +$8.7K +84 +0.9%
MAS
531
Meeder Advisory Services
Ohio
$962K -$34.2K -330 -4%
IFWM
532
Institute for Wealth Management
Colorado
$958K +$518 +5 +0.1%
AWM
533
Apollon Wealth Management
South Carolina
$955K -$248K -2,398 -21%
CNBT
534
Canandaigua National Bank & Trust
New York
$951K -$80.2K -774 -8%
AWM
535
Axxcess Wealth Management
California
$950K -$21.8K -210 -2%
SA
536
Strategic Advisors
New York
$947K -$165K -1,595 -15%
PSB
537
Piscataqua Savings Bank
New Hampshire
$947K -$21K -203 -2%
GC
538
Gilbert & Cook
Iowa
$946K +$18.8K +181 +2%
PGFC
539
Peapack-Gladstone Financial Corp
New Jersey
$944K +$4.35K +42 +0.5%
CG
540
Curat Global
New Hampshire
$939K +$269K +2,600 +42%
VC
541
Vicus Capital
Pennsylvania
$935K +$6.94K +67 +0.8%
IAIM
542
International Assets Investment Management
Florida
$927K -$61.4K -593 -2%
RWM
543
Ritholtz Wealth Management
New York
$923K -$42.2K -407 -5%
SWP
544
Stratos Wealth Partners
Ohio
$914K +$37.2K +359 +4%
CHJWM
545
Carlton Hofferkamp & Jenks Wealth Management
Texas
$909K -$19.6K -189 -2%
MSWM
546
McGlone Suttner Wealth Management
Wisconsin
$905K +$68.4K +660 +9%
CL
547
COWA LLC
Oklahoma
$903K +$53.7K +518 +7%
KV
548
Kickstand Ventures
New York
$898K +$866K +8,360 New
CA
549
Carson Advisory
Georgia
$881K +$104 +1 +0%
IWM
550
IHT Wealth Management
Illinois
$872K +$47.5K +458 +6%

PRU Hedge Fund Activity: Q2 2025 in Review

1,311 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2025, worth a combined $22.6B — down 5% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of PRU and 112 opened new positions — a net loss of 5 holders — while 463 trimmed existing stakes and 518 added.

The largest buyer was Vanguard Group, adding an estimated $62.2M. The largest seller was Ameriprise, cutting an estimated $143M.

  • 1,311 institutional investors held Prudential Financial (PRU) as of Q2 2025, down from 1,334 in Q1 2025.
  • Funds reported $22.6B of Prudential Financial stock for Q2 2025, down 5% quarter-over-quarter.
  • 112 funds opened new Prudential Financial positions in Q2 2025 and 117 closed out, a net change of -5 holders.
  • The largest Prudential Financial buyer in Q2 2025 was Vanguard Group, an estimated $62.2M added.
  • The largest Prudential Financial seller in Q2 2025 was Ameriprise, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.