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Prudential Financial

1,373 hedge funds and large institutions have $27.1B invested in Prudential Financial in 2024 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 507 increasing their positions, 459 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 83

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 459

9% more capital invested

Capital invested by funds: $25B → $27.1B (+$2.18B)

6% more funds holding

Funds holding: 1,2991,373 (+74)

2.09% more ownership

Funds ownership: 58.15%60.23% (+2.1%)

51% less call options, than puts

Call options by funds: $589M | Put options by funds: $1.19B

Holders
1,373
Holders Change
+74
Holders Change %
+5.7%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
182
Increased
507
Reduced
459
Closed
83
Calls
$589M
Puts
$1.19B
Net Calls
-$603M
Net Calls Change
-$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
701
Checchi Capital Advisers
California
$590K +$22.2K +180 +4%
SAI
702
Savvy Advisors Inc
New York
$588K +$613K +4,963 New
TWP
703
Tyche Wealth Partners
Texas
$585K -$117K -949 -16%
MWM
704
Manske Wealth Management
Texas
$583K +$607K +4,916 New
ACA
705
Atlas Capital Advisors
Wyoming
$580K -$7.16K -58 -1%
SWP
706
Sagespring Wealth Partners
Tennessee
$579K +$603K +4,885 New
KWA
707
Kingswood Wealth Advisors
California
$574K +$181K +1,465 +43%
TC
708
TwinBeech Capital
New York
$571K -$194K -1,569 -25%
GLA
709
Good Life Advisors
Pennsylvania
$571K -$8.77K -71 -1%
PA
710
Parallel Advisors
California
$571K -$31.4K -254 -5%
SF
711
Summit Financial
New Jersey
$569K +$295K +2,390 +99%
CF
712
Clarity Financial
Texas
$563K -$29.6K -240 -5%
KW
713
KWB Wealth
California
$560K +$156K +1,267 +38%
AF
714
Affiance Financial
Minnesota
$556K +$741 +6 +0.1%
LA
715
LVW Advisors
New York
$549K -$140K -1,132 -20%
TA
716
TrueWealth Advisors
Alabama
$544K +$52.6K +426 +10%
VT
717
Vise Technologies
New York
$543K +$55.7K +451 +11%
ITIM
718
Indiana Trust & Investment Management
Indiana
$541K +$21.6K +175 +4%
EWS
719
Evergreen Wealth Solutions
Pennsylvania
$541K +$36.4K +295 +7%
GIA
720
Gladstone Institutional Advisory
Florida
$537K -$19.3K -156 -3%
CIG
721
Cascade Investment Group
Colorado
$537K -$29K -235 -5%
BPW
722
Bingham Private Wealth
California
$530K +$552K +4,474 New
KSB
723
Kennebec Savings Bank
Maine
$528K -$11.5K -93 -2%
SWM
724
SeaCrest Wealth Management
New York
$527K +$29.9K +242 +6%
BP
725
BNP Paribas
France
$527K +$463K +3,752 +540%

PRU Hedge Fund Activity: Q4 2024 in Review

1,373 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2024, worth a combined $27.1B — up 8.7% from $25B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new PRU positions and 83 closed out — a net gain of 99 holders — while 507 added to existing stakes and 459 trimmed.

The largest buyer was Northern Trust, adding an estimated $111M. The largest seller was International Assets Investment Management, cutting an estimated $157M.

  • 1,373 institutional investors held Prudential Financial (PRU) as of Q4 2024, up from 1,299 in Q3 2024.
  • Funds reported $27.1B of Prudential Financial stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 182 funds opened new Prudential Financial positions in Q4 2024 and 83 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2024 was Northern Trust, an estimated $111M added.
  • The largest Prudential Financial seller in Q4 2024 was International Assets Investment Management, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2024.