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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
TWPM
676
Total Wealth Planning & Management
Florida
$498K
EWM
677
Empirical Wealth Management
Washington
$497K +$56.1K +542 +12%
AWM
678
Avior Wealth Management
Nebraska
$496K -$30K -290 -5%
OQS
679
Occudo Quantitative Strategies
Florida
$495K -$29.1K -281 -5%
CAAS
680
Capital Asset Advisory Services
Michigan
$491K +$2.8K +27 +0.6%
LCM
681
Landscape Capital Management
New Jersey
$490K +$520K +5,020 New
VCM
682
Virtue Capital Management
Tennessee
$487K +$66.4K +641 +14%
IA
683
IFP Advisors
Florida
$486K +$12K +116 +2%
MWM
684
Manske Wealth Management
Texas
$485K +$518 +5 +0.1%
APIM
685
Agate Pass Investment Management
Washington
$484K
NA
686
Navellier & Associates
Nevada
$480K -$4.14K -40 -0.8%
OF
687
Optimize Financial
California
$479K +$508K +4,905 New
CFG
688
Citizens Financial Group
Rhode Island
$477K +$243K +2,350 +93%
GFA
689
Gallagher Fiduciary Advisors
Illinois
$476K +$3.31K +32 +0.7%
BBHC
690
Brown Brothers Harriman & Co
New York
$474K +$36.7K +354 +8%
ACP
691
Aviance Capital Partners
Florida
$473K +$33K +319 +7%
LC
692
LCNB Corp
Ohio
$473K -$14.7K -142 -3%
IFG
693
Independent Financial Group
California
$471K -$9.01K -87 -2%
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$471K -$1.04K -10 -0.2%
AAS
695
Ameritas Advisory Services
Nebraska
$469K -$31.2K -301 -6%
CAG
696
Csenge Advisory Group
Florida
$465K +$11.4K +110 +2%
CG
697
Curat Global
New Hampshire
$463K
AF
698
Affiance Financial
Minnesota
$462K +$932 +9 +0.2%
WAP
699
Wealthcare Advisory Partners
Pennsylvania
$462K -$25.3K -244 -5%
AC
700
AlphaCore Capital
California
$460K -$163K -1,576 -25%