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Prudential Financial

1,406 hedge funds and large institutions have $24.1B invested in Prudential Financial in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 518 increasing their positions, 463 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 89

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 463

10% more capital invested

Capital invested by funds: $21.8B → $24.1B (+$2.23B)

7% more funds holding

Funds holding: 1,3101,406 (+96)

1.18% more ownership

Funds ownership: 59.86%61.04% (+1.2%)

24% less call options, than puts

Call options by funds: $403M | Put options by funds: $532M

Holders
1,406
Holders Change
+96
Holders Change %
+7.33%
% of All Funds
17.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
210
Increased
518
Reduced
463
Closed
89
Calls
$403M
Puts
$532M
Net Calls
-$128M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
701
Gallagher Fiduciary Advisors
Illinois
$546K +$30.7K +286 +6%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$545K -$30.2K -282 -6%
HIMS
703
Hager Investment Management Services
New Hampshire
$543K -$60.7K -566 -11%
RWP
704
RWA Wealth Partners
Massachusetts
$541K +$234K +2,186 +84%
CIG
705
Cascade Investment Group
Colorado
$541K +$13.4K +125 +3%
BWP
706
BlueStem Wealth Partners
Minnesota
$539K +$120K +1,121 +31%
CG
707
Curat Global
New Hampshire
$535K -$429K -4,000 -46%
AF
708
Affiance Financial
Minnesota
$533K +$858 +8 +0.2%
EWS
709
Evergreen Wealth Solutions
Pennsylvania
$532K +$163K +1,517 +47%
CG
710
Caprock Group
Idaho
$527K +$501K +4,671 New
Holocene Advisors
711
Holocene Advisors
New York
$526K -$2.72M -25,353 -84%
CAG
712
Csenge Advisory Group
Florida
$525K +$106K +990 +27%
EFG
713
Everhart Financial Group
Ohio
$524K +$70K +653 +16%
MIP
714
Marietta Investment Partners
Wisconsin
$519K -$279K -2,600 -36%
RMAM
715
Raab & Moskowitz Asset Management
New Jersey
$517K +$24.1K +225 +5%
AW
716
Apricus Wealth
South Carolina
$515K -$19.3K -180 -4%
VCM
717
Virtue Capital Management
Tennessee
$514K -$1.04M -9,704 -68%
CWM
718
Cornerstone Wealth Management
Missouri
$514K +$64.2K +599 +15%
EWM
719
Empirical Wealth Management
Washington
$513K -$16.2K -151 -3%
PA
720
Procyon Advisors
Connecticut
$513K -$2.21M -20,566 -82%
ACP
721
Aviance Capital Partners
Florida
$510K -$41.3K -385 -8%
SI
722
Stirlingshire Investments
New York
$509K +$484K +4,512 New
AGP
723
Autumn Glory Partners
Texas
$508K +$107K +1,000 +29%
BBHC
724
Brown Brothers Harriman & Co
New York
$507K +$152K +1,420 +46%
DWA
725
Douglass Winthrop Advisors
New York
$498K +$42.8K +399 +10%