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Prudential Financial

1,334 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 503 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 503

0.08% more ownership

Funds ownership: 60.23%60.31% (+0.08%)

3% less funds holding

Funds holding: 1,3731,334 (-39)

11% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 123

12% less capital invested

Capital invested by funds: $27.1B → $23.8B (-$3.34B)

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
1,334
Holders Change
-39
Holders Change %
-2.84%
% of All Funds
17.89%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
110
Increased
504
Reduced
503
Closed
123
Calls
$537M
Puts
$647M
Net Calls
-$111M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
651
Forza Wealth Management
Florida
$631K
WA
652
WBH Advisory
Maryland
$615K +$1.59K +14 +0.3%
IFG
653
Independent Financial Group
California
$612K -$10.9K -96 -2%
GM
654
GeoWealth Management
Illinois
$605K -$163K -1,429 -21%
EI
655
Ellevest Inc
New York
$604K -$78.5K -689 -11%
VWA
656
Visionary Wealth Advisors
Illinois
$604K -$7.08M -62,139 -92%
CWM
657
Connecticut Wealth Management
Connecticut
$603K +$228 +2 +0%
SLWA
658
San Luis Wealth Advisors
California
$597K +$609K +5,348 New
EWA
659
Etesian Wealth Advisors
Oregon
$596K -$84.9K -745 -12%
PFGIA
660
Patriot Financial Group Insurance Agency
Massachusetts
$596K +$29.4K +258 +5%
EWM
661
Empirical Wealth Management
Washington
$595K +$35.2K +309 +6%
TWP
662
Tyche Wealth Partners
Texas
$591K +$41.4K +363 +7%
RL
663
Rogco LP
Oklahoma
$590K -$37.9K -333 -6%
BCP
664
Berkeley Capital Partners
Georgia
$589K +$20.2K +177 +3%
BIA
665
Beacon Investment Advisors
Maryland
$588K +$1.25K +11 +0.2%
NP
666
NorthRock Partners
Minnesota
$585K -$35.2K -309 -6%
VFA
667
Valeo Financial Advisors
Indiana
$585K -$798 -7 -0.1%
ZF
668
Zhang Financial
Michigan
$585K -$6.38K -56 -1%
HA
669
Huntleigh Advisors
Missouri
$584K +$4.9K +43 +0.8%
LC
670
LCNB Corp
Ohio
$582K
PAM
671
Panagora Asset Management
Massachusetts
$579K -$70.8K -621 -11%
AW
672
Apricus Wealth
South Carolina
$578K -$12.4K -109 -2%
Wellington Management Group
673
Wellington Management Group
Massachusetts
$578K +$590K +5,175 New
TRCT
674
Tower Research Capital (TRC)
New York
$577K -$2.16M -18,996 -79%
PTC
675
Private Trust Company
Ohio
$577K +$86.7K +761 +17%

PRU Hedge Fund Activity: Q1 2025 in Review

1,334 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2025, worth a combined $23.8B — down 12% from $27.1B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PRU and 110 opened new positions — a net loss of 13 holders — while 503 trimmed existing stakes and 504 added.

The largest buyer was Barclays, adding an estimated $96.8M. The largest seller was Aberdeen Group, cutting an estimated $114M.

  • 1,334 institutional investors held Prudential Financial (PRU) as of Q1 2025, down from 1,373 in Q4 2024.
  • Funds reported $23.8B of Prudential Financial stock for Q1 2025, down 12% quarter-over-quarter.
  • 110 funds opened new Prudential Financial positions in Q1 2025 and 123 closed out, a net change of -13 holders.
  • The largest Prudential Financial buyer in Q1 2025 was Barclays, an estimated $96.8M added.
  • The largest Prudential Financial seller in Q1 2025 was Aberdeen Group, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2025.