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Prudential Financial

1,320 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, 497 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
-41
Holders Change %
-3.01%
% of All Funds
17.93%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
109
Increased
500
Reduced
497
Closed
121
Calls
$537M
Puts
$647M
Net Calls
-$111M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
626
Founders Financial Securities
Maryland
$676K +$676K +6,524 New
SWP
627
Sagespring Wealth Partners
Tennessee
$674K +$129K +1,154 +24%
KWM
628
Kingsview Wealth Management
Oregon
$670K -$104K -933 -13%
IAG
629
Ipsen Advisor Group
Arkansas
$669K +$558 +5 +0.1%
FMWA
630
Forvis Mazars Wealth Advisors
Missouri
$665K +$27.8K +249 +4%
B
631
Bailard
California
$664K -$720K -6,451 -52%
PCIA
632
Prime Capital Investment Advisors
Kansas
$663K +$90.2K +808 +16%
MOS
633
MGO One Seven
Ohio
$659K +$60.1K +538 +10%
SG
634
StoneX Group
New York
$656K -$103K -923 -14%
AWE
635
Avidian Wealth Enterprises
Texas
$650K +$6.03K +54 +0.9%
EW
636
Element Wealth
Mississippi
$649K +$3.24K +29 +0.5%
EAM
637
Everstar Asset Management
North Carolina
$648K +$229K +2,050 +55%
SAM
638
Silvercrest Asset Management
New York
$644K +$27.9K +250 +5%
SAI
639
Savvy Advisors Inc
New York
$643K +$88.6K +793 +16%
PWAM
640
Pinnacle West Asset Management
Wyoming
$642K
IA
641
IFP Advisors
Florida
$640K +$5.29K +47 +0.8%
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$635K +$19.7K +176 +3%
VCM
643
Voleon Capital Management
California
$634K +$634K +5,680 New
CB
644
CNB Bank
Pennsylvania
$633K -$135K -1,205 -18%
FWM
645
Forza Wealth Management
Florida
$631K
WA
646
WBH Advisory
Maryland
$615K +$1.56K +14 +0.3%
GM
647
GeoWealth Management
Illinois
$605K -$160K -1,429 -21%
EI
648
Ellevest Inc
New York
$604K -$76.9K -689 -11%
VWA
649
Visionary Wealth Advisors
Illinois
$604K -$6.94M -62,139 -92%
CWM
650
Connecticut Wealth Management
Connecticut
$603K +$223 +2 +0%