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Prudential Financial

1,351 hedge funds and large institutions have $21.1B invested in Prudential Financial in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 519 increasing their positions, 485 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% more ownership

Funds ownership: 61.04%62.05% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 485

4% less funds holding

Funds holding: 1,4061,351 (-55)

11% less call options, than puts

Call options by funds: $309M | Put options by funds: $347M

13% less capital invested

Capital invested by funds: $24.1B → $21.1B (-$3.02B)

14% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 153

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,351
Holders Change
-55
Holders Change %
-3.91%
% of All Funds
16.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
132
Increased
519
Reduced
485
Closed
153
Calls
$309M
Puts
$347M
Net Calls
-$38.2M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
626
Hardy Reed
Mississippi
$603K -$27K -261 -4%
ETC
627
Exchange Traded Concepts
Oklahoma
$599K +$279K +2,692 +78%
MNBTD
628
Moody National Bank Trust Division
Texas
$597K -$51.6K -498 -8%
SW
629
SVB Wealth
Massachusetts
$595K -$13.4K -129 -2%
PCIA
630
Prime Capital Investment Advisors
Kansas
$591K +$29.3K +283 +5%
EWS
631
Evergreen Wealth Solutions
Pennsylvania
$591K +$138K +1,337 +28%
SWP
632
Sagespring Wealth Partners
Tennessee
$591K -$89.4K -863 -12%
VA
633
VestGen Advisors
Illinois
$591K +$250K +2,411 +72%
HCA
634
Harbor Capital Advisors
Illinois
$590K +$626K +6,040 New
QCG
635
Quadrant Capital Group
Ohio
$583K -$30.1K -291 -5%
NPT
636
National Philanthropic Trust
Pennsylvania
$582K
RL
637
Rogco LP
Oklahoma
$582K +$33.2K +321 +6%
BWP
638
BlueStem Wealth Partners
Minnesota
$572K +$112K +1,079 +23%
ACA
639
Aptus Capital Advisors
Alabama
$570K -$193K -1,865 -24%
AWE
640
Avidian Wealth Enterprises
Texas
$566K -$29.4K -284 -5%
TG
641
TCW Group
California
$565K +$28.9K +279 +5%
TBA
642
Tower Bridge Advisors
Pennsylvania
$562K -$166K -1,599 -22%
FMWA
643
Forvis Mazars Wealth Advisors
Missouri
$553K +$14.1K +136 +2%
FWM
644
Forza Wealth Management
Florida
$552K
ZF
645
Zhang Financial
Michigan
$550K +$829 +8 +0.1%
WA
646
Waverly Advisors
Alabama
$550K +$38.5K +372 +7%
VCA
647
Verdence Capital Advisors
Maryland
$548K +$227K +2,188 +64%
PWAM
648
Pinnacle West Asset Management
Wyoming
$540K -$10.4K -100 -2%
AGP
649
Autumn Glory Partners
Texas
$540K +$106K +1,027 +23%
MGIA
650
Moneta Group Investment Advisors
Missouri
$537K +$338K +3,263 +146%