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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
SAM
726
Strategy Asset Managers
California
$524K -$53.1K -430 -9%
FUBT
727
First United Bank & Trust
Maryland
$524K -$8.77K -71 -2%
RDWM
728
Red Door Wealth Management
Tennessee
$523K -$7.16K -58 -1%
GS
729
GWN Securities
Florida
$522K +$550K +4,453 New
PTC
730
Private Trust Company
Ohio
$522K +$38.9K +315 +8%
SCM
731
Schnieders Capital Management
California
$522K
CAAS
732
Capital Asset Advisory Services
Michigan
$520K -$1.98K -16 -0.4%
WI
733
Westbourne Investments
Virginia
$519K +$541K +4,381 New
AF
734
Advisornet Financial
Minnesota
$517K -$22.2K -180 -4%
PCM
735
Polymer Capital Management
New York
$515K +$536K +4,344 New
DMBA
736
Deseret Mutual Benefit Administrators
Utah
$512K +$90K +729 +20%
TAM
737
Trust Asset Management
Texas
$512K
CWA
738
Centennial Wealth Advisory
Michigan
$509K +$32K +259 +6%
FPAS
739
Focus Partners Advisor Solutions
Missouri
$508K -$21.5K -174 -4%
CWM
740
Chemistry Wealth Management
New York
$503K +$617 +5 +0.1%
MCCA
741
Mill Creek Capital Advisors
Pennsylvania
$502K
FMB
742
Field & Main Bank
Kentucky
$502K -$2.47K -20 -0.5%
VCM
743
Virtue Capital Management
Tennessee
$497K -$11.1K -90 -2%
TBT
744
Texas Bank & Trust
Texas
$497K +$518K +4,194 New
TWM
745
Thrive Wealth Management
Pennsylvania
$494K -$8.03K -65 -2%
GFA
746
Gallagher Fiduciary Advisors
Illinois
$494K +$74.6K +604 +17%
SC
747
Syon Capital
California
$493K +$67.3K +545 +15%
WT
748
Whittier Trust
California
$491K +$38.8K +314 +8%
CAG
749
Csenge Advisory Group
Florida
$486K +$243K +1,970 +92%
PT
750
Plimoth Trust
Massachusetts
$479K -$3.09K -25 -0.6%

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.