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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
MWM
701
Mindset Wealth Management
Indiana
$457K -$31.1K -300 -6%
LA
702
LVW Advisors
New York
$456K -$60.3K -582 -11%
JF
703
Jump Financial
Illinois
$455K +$482K +4,653 New
PA
704
Parallel Advisors
California
$449K +$42.4K +409 +10%
SB
705
Strategic Blueprint
Georgia
$448K +$43.6K +421 +10%
PA
706
Procyon Advisors
Connecticut
$448K +$4.45K +43 +0.9%
MWC
707
MBM Wealth Consultants
Missouri
$446K +$51.8K +500 +12%
SIS
708
Sound Income Strategies
Florida
$445K -$3.98M -38,429 -89%
PTC
709
Private Trust Company
Ohio
$444K -$74.6K -720 -14%
SI
710
Stirlingshire Investments
New York
$442K +$1.14K +11 +0.2%
TCA
711
Transcend Capital Advisors
New Jersey
$434K +$27.4K +265 +6%
VA
712
Valmark Advisers
Ohio
$434K +$171K +1,651 +59%
TAM
713
Todd Asset Management
Kentucky
$431K +$457K +4,416 New
GSEP
714
Golden State Equity Partners
California
$429K +$214K +2,062 +88%
BFA
715
Brown Financial Advisors
Ohio
$426K +$12.5K +121 +3%
CCC
716
Compass Capital Corp
Massachusetts
$422K +$317K +3,057 New
RCM
717
Raleigh Capital Management
North Carolina
$421K +$6.63K +64 +2%
CCA
718
Checchi Capital Advisers
California
$420K +$33.7K +325 +8%
HCP
719
Hexagon Capital Partners
Arkansas
$418K +$443K +4,274 New
IPWA
720
International Private Wealth Advisors
California
$417K +$55.3K +534 +14%
RMAM
721
Raab & Moskowitz Asset Management
New Jersey
$417K -$32.1K -310 -7%
WA
722
WBH Advisory
Maryland
$417K -$6.42K -62 -1%
SOW
723
State of Wyoming
Wyoming
$417K +$47K +454 +12%
HP
724
Havemeyer Place
Connecticut
$416K -$120K -1,155 -21%
BOJHT
725
Bank of Jackson Hole Trust
Wyoming
$415K +$207 +2 +0%