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Prudential Financial

1,321 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, 498 reducing their positions, and 121 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 funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $27.1B → $23.6B (-$3.48B)

17% less call options, than puts

Call options by funds: $537M | Put options by funds: $647M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
1,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$537M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
651
Connecticut Wealth Management
Connecticut
$603K
SLWA
652
San Luis Wealth Advisors
California
$597K
EWA
653
Etesian Wealth Advisors
Oregon
$596K
PFGIA
654
Patriot Financial Group Insurance Agency
Massachusetts
$596K
EWM
655
Empirical Wealth Management
Washington
$595K
TWP
656
Tyche Wealth Partners
Texas
$591K
RL
657
Rogco LP
Oklahoma
$590K
BCP
658
Berkeley Capital Partners
Georgia
$589K
BIA
659
Beacon Investment Advisors
Maryland
$588K
NP
660
NorthRock Partners
Minnesota
$585K
VFA
661
Valeo Financial Advisors
Indiana
$585K
ZF
662
Zhang Financial
Michigan
$585K
HA
663
Huntleigh Advisors
Missouri
$584K
LC
664
LCNB Corp
Ohio
$582K
PAM
665
Panagora Asset Management
Massachusetts
$579K
AW
666
Apricus Wealth
South Carolina
$578K
Wellington Management Group
667
Wellington Management Group
Massachusetts
$578K
TRCT
668
Tower Research Capital (TRC)
New York
$577K
PTC
669
Private Trust Company
Ohio
$577K
CCA
670
Checchi Capital Advisers
California
$573K
DWT
671
Dorsey & Whitney Trust
South Dakota
$570K
SL
672
Sentinus LLC
Illinois
$570K
TWPM
673
Total Wealth Planning & Management
Florida
$569K
RWPA
674
Richard W. Paul & Associates
Michigan
$564K
TA
675
TrueWealth Advisors
Alabama
$564K