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Prudential Financial

1,303 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 474 increasing their positions, 493 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $22.6B → $21.8B (-$787M)

4% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 493

16% less call options, than puts

Call options by funds: $416M | Put options by funds: $498M

Holders
1,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$416M
Puts
$498M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
626
Sowell Financial Services
Arkansas
$624K
GRP
627
Global Retirement Partners
California
$623K
PI
628
PFG Investments
New York
$618K
WIA
629
World Investment Advisors
California
$617K
SW
630
SVB Wealth
Massachusetts
$613K
SWP
631
Sagespring Wealth Partners
Tennessee
$612K
KWM
632
Kiker Wealth Management
Georgia
$607K
DS
633
DRW Securities
Illinois
$607K
GFG
634
Goldstone Financial Group
Illinois
$602K
PWAM
635
Pinnacle West Asset Management
Wyoming
$594K
RL
636
Rogco LP
Oklahoma
$592K
BCP
637
Berkeley Capital Partners
Georgia
$588K
FWM
638
Forza Wealth Management
Florida
$586K
CIA
639
Capital Investment Advisors
Georgia
$585K
SAM
640
Silvercrest Asset Management
New York
$583K
APIM
641
Agate Pass Investment Management
Washington
$582K
VT
642
Vise Technologies
New York
$581K
ZF
643
Zhang Financial
Michigan
$580K
BPA
644
Beacon Pointe Advisors
California
$572K
LSA
645
Lion Street Advisors
Texas
$571K
APW
646
Austin Private Wealth
Texas
$569K
EI
647
Ellevest Inc
New York
$567K
LA
648
LVW Advisors
New York
$559K
HIMS
649
Hager Investment Management Services
New Hampshire
$558K
PTC
650
Private Trust Company
Ohio
$556K