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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 %
SLWA
651
San Luis Wealth Advisors
California
$597K +$597K +5,348 New
EWA
652
Etesian Wealth Advisors
Oregon
$596K -$83.2K -745 -12%
PFGIA
653
Patriot Financial Group Insurance Agency
Massachusetts
$596K +$28.8K +258 +5%
EWM
654
Empirical Wealth Management
Washington
$595K +$34.5K +309 +6%
TWP
655
Tyche Wealth Partners
Texas
$591K +$40.5K +363 +7%
RL
656
Rogco LP
Oklahoma
$590K -$37.2K -333 -6%
BCP
657
Berkeley Capital Partners
Georgia
$589K +$19.8K +177 +3%
BIA
658
Beacon Investment Advisors
Maryland
$588K +$1.23K +11 +0.2%
NP
659
NorthRock Partners
Minnesota
$585K -$34.5K -309 -6%
VFA
660
Valeo Financial Advisors
Indiana
$585K -$782 -7 -0.1%
ZF
661
Zhang Financial
Michigan
$585K -$6.25K -56 -1%
HA
662
Huntleigh Advisors
Missouri
$584K +$4.8K +43 +0.8%
LC
663
LCNB Corp
Ohio
$582K
PAM
664
Panagora Asset Management
Massachusetts
$579K -$69.4K -621 -11%
AW
665
Apricus Wealth
South Carolina
$578K -$12.2K -109 -2%
Wellington Management Group
666
Wellington Management Group
Massachusetts
$578K +$578K +5,175 New
TRCT
667
Tower Research Capital (TRC)
New York
$577K -$2.12M -18,996 -79%
PTC
668
Private Trust Company
Ohio
$577K +$85K +761 +17%
CCA
669
Checchi Capital Advisers
California
$573K +$17.1K +153 +3%
DWT
670
Dorsey & Whitney Trust
South Dakota
$570K -$9.6K -86 -2%
SL
671
Sentinus LLC
Illinois
$570K +$558 +5 +0.1%
TWPM
672
Total Wealth Planning & Management
Florida
$569K
RWPA
673
Richard W. Paul & Associates
Michigan
$564K +$1.68K +15 +0.3%
TA
674
TrueWealth Advisors
Alabama
$564K +$51.4K +460 +10%
WIA
675
World Investment Advisors
California
$563K +$6.37K +57 +1%