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Prudential Financial

1,321 hedge funds and large institutions have $23.6B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 500 increasing their positions, 498 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $27.1B → $23.6B (-$3.48B)

17% less call options, than puts

Call options by funds: $537M | Put options by funds: $647M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
1,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$537M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
726
Old North State Trust
North Carolina
$444K
SFI
727
SPC Financial Inc
Maryland
$444K
LA
728
LVW Advisors
New York
$443K
OLA
729
Oliver Luxxe Assets
New Jersey
$442K
EWS
730
Evergreen Wealth Solutions
Pennsylvania
$439K
TWM
731
Thrive Wealth Management
Pennsylvania
$436K
WDC
732
Woodward Diversified Capital
California
$435K
SC
733
Syon Capital
California
$435K
HI
734
Hudock Inc
Pennsylvania
$434K
KP
735
Keel Point
Alabama
$434K
P
736
Pitcairn
Pennsylvania
$432K
WTC
737
WhitTier Trust Company
Nevada
$431K
BJL
738
Brighton Jones LLC
Washington
$430K
FWA
739
FORM Wealth Advisors
Wisconsin
$427K
EFG
740
Everhart Financial Group
Ohio
$426K
CF
741
Clarity Financial
Texas
$423K
FA
742
Fiduciary Alliance
South Carolina
$422K
PPWP
743
Premier Path Wealth Partners
New Jersey
$421K
CWM
744
Cornerstone Wealth Management
Missouri
$421K
PFA
745
Pure Financial Advisors
California
$421K
RCA
746
Ranch Capital Advisors
Florida
$421K
QCM
747
Qsemble Capital Management
New York
$420K
RA
748
RFG Advisory
Alabama
$419K
OFS
749
OneAscent Financial Services
Alabama
$414K
WIM
750
Westside Investment Management
California
$413K