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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
MNBTD
526
Moody National Bank Trust Division
Texas
$968K
MAS
527
Meeder Advisory Services
Ohio
$962K
IFWM
528
Institute for Wealth Management
Colorado
$958K
AWM
529
Apollon Wealth Management
South Carolina
$955K
CNBT
530
Canandaigua National Bank & Trust
New York
$951K
AWM
531
Axxcess Wealth Management
California
$950K
SA
532
Strategic Advisors
New York
$947K
PSB
533
Piscataqua Savings Bank
New Hampshire
$947K
GC
534
Gilbert & Cook
Iowa
$946K
PGFC
535
Peapack-Gladstone Financial Corp
New Jersey
$944K
CG
536
Curat Global
New Hampshire
$939K
VC
537
Vicus Capital
Pennsylvania
$935K
IAIM
538
International Assets Investment Management
Florida
$927K
RWM
539
Ritholtz Wealth Management
New York
$923K
SWP
540
Stratos Wealth Partners
Ohio
$914K
CHJWM
541
Carlton Hofferkamp & Jenks Wealth Management
Texas
$909K
MSWM
542
McGlone Suttner Wealth Management
Wisconsin
$905K
CL
543
COWA LLC
Oklahoma
$903K
KV
544
Kickstand Ventures
New York
$898K
CA
545
Carson Advisory
Georgia
$881K
IWM
546
IHT Wealth Management
Illinois
$872K
BTD
547
BankPlus Trust Department
Mississippi
$865K
AWM
548
Accurate Wealth Management
Florida
$864K
GI
549
GAMMA Investing
California
$860K
FFWA
550
FRG Family Wealth Advisors
Washington
$857K