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Prudential Financial

1,335 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 504 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 60.23%60.31% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 504

3% less funds holding

Funds holding: 1,3741,335 (-39)

11% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 123

12% less capital invested

Capital invested by funds: $27.1B → $23.8B (-$3.34B)

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
1,335
Holders Change
-39
Holders Change %
-2.84%
% of All Funds
17.9%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
110
Increased
504
Reduced
504
Closed
123
Calls
$537M
Puts
$647M
Net Calls
-$111M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
751
Premier Path Wealth Partners
New Jersey
$421K -$570 -5 -0.1%
CWM
752
Cornerstone Wealth Management
Missouri
$421K -$1.48K -13 -0.3%
PFA
753
Pure Financial Advisors
California
$421K -$14.5K -127 -3%
RCA
754
Ranch Capital Advisors
Florida
$421K +$912 +8 +0.2%
QCM
755
Qsemble Capital Management
New York
$420K +$428K +3,759 New
RA
756
RFG Advisory
Alabama
$419K -$768K -6,739 -64%
OFS
757
OneAscent Financial Services
Alabama
$414K +$209K +1,834 +98%
WIM
758
Westside Investment Management
California
$413K
CAG
759
Csenge Advisory Group
Florida
$412K +$4.9K +43 +1%
MCM
760
Mengis Capital Management
Oregon
$411K
SAM
761
Smartleaf Asset Management
Massachusetts
$409K +$54K +474 +15%
First Manhattan
762
First Manhattan
New York
$408K -$6.27K -55 -1%
CI
763
CX Institutional
Indiana
$405K -$4.57M -40,100 -92%
MWM
764
Modern Wealth Management
Kansas
$403K -$1.59K -14 -0.4%
VIP
765
Vista Investment Partners
Oklahoma
$403K +$83.9K +736 +26%
FWP
766
FAS Wealth Partners
Kansas
$402K +$5.47K +48 +1%
CI
767
Cigna Investments
Connecticut
$402K -$11.8K -104 -3%
BOJHT
768
Bank of Jackson Hole Trust
Wyoming
$401K
BWP
769
BlueStem Wealth Partners
Minnesota
$399K -$2.51K -22 -0.6%
SRC
770
Shufro Rose & Co
New York
$398K
AIP
771
Ameritas Investment Partners
Nebraska
$398K +$2.96K +26 +0.7%
CIA
772
Capital Investment Advisors
Georgia
$398K -$20.1K -176 -5%
UB
773
UMB Bank
Missouri
$397K -$34.9K -306 -8%
LI
774
LifeWealth Investments
Florida
$396K +$140K +1,226 +53%
AO
775
Advisor OS
Illinois
$396K -$9.57K -84 -2%

PRU Hedge Fund Activity: Q1 2025 in Review

1,335 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2025, worth a combined $23.8B — down 12% from $27.1B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PRU and 110 opened new positions — a net loss of 13 holders — while 504 trimmed existing stakes and 504 added.

The largest buyer was Barclays, adding an estimated $96.8M. The largest seller was Aberdeen Group, cutting an estimated $114M.

  • 1,335 institutional investors held Prudential Financial (PRU) as of Q1 2025, down from 1,374 in Q4 2024.
  • Funds reported $23.8B of Prudential Financial stock for Q1 2025, down 12% quarter-over-quarter.
  • 110 funds opened new Prudential Financial positions in Q1 2025 and 123 closed out, a net change of -13 holders.
  • The largest Prudential Financial buyer in Q1 2025 was Barclays, an estimated $96.8M added.
  • The largest Prudential Financial seller in Q1 2025 was Aberdeen Group, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2025.