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Prudential Financial

1,310 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 478 increasing their positions, 494 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 77

0.31% more ownership

Funds ownership: 59.55%59.86% (+0.31%)

0% less funds holding

Funds holding: 1,3111,310 (-1)

3% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 494

3% less capital invested

Capital invested by funds: $22.6B → $21.8B (-$788M)

16% less call options, than puts

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

Holders
1,310
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
17.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
101
Increased
478
Reduced
494
Closed
77
Calls
$416M
Puts
$498M
Net Calls
-$82M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
651
Independent Financial Group
California
$565K +$18.4K +175 +3%
LA
652
LVW Advisors
New York
$559K -$1.26K -12 -0.2%
HIMS
653
Hager Investment Management Services
New Hampshire
$558K -$267K -2,538 -32%
PTC
654
Private Trust Company
Ohio
$556K -$5.48K -52 -1%
FB
655
Fulton Bank
Pennsylvania
$556K +$1.16K +11 +0.2%
CWM
656
Connecticut Wealth Management
Connecticut
$552K +$211 +2 +0%
BIA
657
Beacon Investment Advisors
Maryland
$548K +$1.16K +11 +0.2%
WA
658
Waverly Advisors
Alabama
$543K +$92.3K +877 +20%
CA
659
CSM Advisors
Pennsylvania
$543K
DWT
660
Dorsey & Whitney Trust
South Dakota
$540K -$4.11K -39 -0.7%
AWM
661
Avior Wealth Management
Nebraska
$538K -$404K -3,835 -43%
SC
662
Syon Capital
California
$536K +$31.4K +298 +6%
MIC
663
Means Investment Company
Maine
$535K -$129K -1,221 -19%
AM
664
AGF Management
Ontario, Canada
$534K -$18K -171 -3%
AG
665
Ascent Group
Virginia
$533K +$86.5K +821 +19%
EW
666
Element Wealth
Mississippi
$531K +$2.11K +20 +0.4%
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$531K +$14.5K +138 +3%
PCIA
668
Prime Capital Investment Advisors
Kansas
$524K -$30.7K -292 -5%
OAM
669
Oxford Asset Management
United Kingdom
$521K +$528K +5,018 New
PFGIA
670
Patriot Financial Group Insurance Agency
Massachusetts
$519K -$16.5K -157 -3%
HA
671
Huntleigh Advisors
Missouri
$519K -$1.37K -13 -0.3%
LC
672
LCNB Corp
Ohio
$517K -$10.5K -100 -2%
MWM
673
Manske Wealth Management
Texas
$516K +$421 +4 +0.1%
TRCT
674
Tower Research Capital (TRC)
New York
$514K +$9.37K +89 +2%
GIA
675
Gladstone Institutional Advisory
Florida
$512K +$33.1K +314 +7%