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Prudential Financial

1,296 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 471 increasing their positions, 490 reducing their positions, and 78 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:

4% less capital invested

Capital invested by funds: $22.6B → $21.8B (-$799M)

4% less repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 490

16% less call options, than puts

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

Holders
1,296
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
WIA
626
World Investment Advisors
California
$617K
SW
627
SVB Wealth
Massachusetts
$613K
SWP
628
Sagespring Wealth Partners
Tennessee
$612K
KWM
629
Kiker Wealth Management
Georgia
$607K
DS
630
DRW Securities
Illinois
$607K
GFG
631
Goldstone Financial Group
Illinois
$602K
PWAM
632
Pinnacle West Asset Management
Wyoming
$594K
RL
633
Rogco LP
Oklahoma
$592K
BCP
634
Berkeley Capital Partners
Georgia
$588K
FWM
635
Forza Wealth Management
Florida
$586K
CIA
636
Capital Investment Advisors
Georgia
$585K
SAM
637
Silvercrest Asset Management
New York
$583K
APIM
638
Agate Pass Investment Management
Washington
$582K
VT
639
Vise Technologies
New York
$581K
ZF
640
Zhang Financial
Michigan
$580K
BPA
641
Beacon Pointe Advisors
California
$572K
LSA
642
Lion Street Advisors
Texas
$571K
APW
643
Austin Private Wealth
Texas
$569K
EI
644
Ellevest Inc
New York
$567K
LA
645
LVW Advisors
New York
$559K
HIMS
646
Hager Investment Management Services
New Hampshire
$558K
PTC
647
Private Trust Company
Ohio
$556K
FB
648
Fulton Bank
Pennsylvania
$556K
CWM
649
Connecticut Wealth Management
Connecticut
$552K
BIA
650
Beacon Investment Advisors
Maryland
$548K