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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
MFIM
651
Mesirow Financial Investment Management
Illinois
$536K -$34.2K -330 -6%
CIA
652
Capital Investment Advisors
Georgia
$535K -$48.4K -467 -8%
MG
653
Mather Group
Illinois
$534K +$567K +5,470 New
CWM
654
Connecticut Wealth Management
Connecticut
$530K +$10.6K +102 +2%
FB
655
Fulton Bank
Pennsylvania
$530K +$4.45K +43 +0.8%
WBC
656
Westpac Banking Corp
Australia
$527K +$373K +3,604 +202%
HA
657
Huntleigh Advisors
Missouri
$525K +$32.3K +312 +6%
CWM
658
Cornerstone Wealth Management
Missouri
$525K +$84.5K +816 +18%
SC
659
Syon Capital
California
$524K -$101K -979 -15%
SAM
660
Silvercrest Asset Management
New York
$521K -$25.9K -250 -4%
DWT
661
Dorsey & Whitney Trust
South Dakota
$520K +$17.9K +173 +3%
Balyasny Asset Management
662
Balyasny Asset Management
Illinois
$515K +$3.42K +33 +0.6%
Kovitz Investment Group Partners
663
Kovitz Investment Group Partners
Illinois
$514K -$311 -3 -0.1%
OFG
664
OmniStar Financial Group
North Carolina
$511K +$542K +5,234 New
CA
665
CSM Advisors
Pennsylvania
$511K
Teacher Retirement System of Texas
666
Teacher Retirement System of Texas
Texas
$511K -$667K -6,437 -55%
VFA
667
Valeo Financial Advisors
Indiana
$509K -$273K -2,636 -34%
FFM
668
Forum Financial Management
Illinois
$509K -$553K -5,338 -51%
BIA
669
Beacon Investment Advisors
Maryland
$506K -$8.29K -80 -2%
Fisher Asset Management
670
Fisher Asset Management
Washington
$505K +$239K +2,312 +81%
EW
671
Element Wealth
Mississippi
$504K +$2.38K +23 +0.4%
CPIG
672
Chicago Partners Investment Group
Illinois
$503K +$295K +2,847 +116%
CWM
673
Calamos Wealth Management
Illinois
$503K +$120K +1,156 +29%
GFG
674
Goldstone Financial Group
Illinois
$501K -$120K -1,156 -18%
JF
675
Joule Financial
Kentucky
$501K +$3.11K +30 +0.6%