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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
CIA
776
Capital Investment Advisors
Georgia
$443K +$40.9K +331 +10%
LSAG
777
Lake Street Advisors Group
New Hampshire
$441K -$14.6K -118 -3%
PPWM
778
Paragon Private Wealth Management
Kentucky
$441K +$6.42K +52 +1%
APW
779
Austin Private Wealth
Texas
$439K +$64.2K +520 +16%
First Manhattan
780
First Manhattan
New York
$439K +$170K +1,379 +59%
CI
781
Cigna Investments
Connecticut
$439K
WIM
782
Westside Investment Management
California
$439K
BJL
783
Brighton Jones LLC
Washington
$436K +$16.4K +133 +4%
MCM
784
Mengis Capital Management
Oregon
$436K
WS
785
Wedbush Securities
California
$434K -$163K -1,323 -27%
ATC
786
Adirondack Trust Company
New York
$433K +$15.6K +126 +4%
AO
787
Advisor OS
Illinois
$430K -$16.7K -135 -4%
MWM
788
Modern Wealth Management
Kansas
$430K +$62.5K +506 +16%
DFCM
789
Dark Forest Capital Management
Puerto Rico
$430K +$152K +1,235 +52%
Fisher Asset Management
790
Fisher Asset Management
Washington
$429K +$154K +1,249 +53%
CAM
791
Cidel Asset Management
Ontario, Canada
$428K -$42.3K -343 -9%
WDC
792
Woodward Diversified Capital
California
$428K -$400K -3,237 -47%
BWP
793
BlueStem Wealth Partners
Minnesota
$426K +$444K +3,597 New
SRC
794
Shufro Rose & Co
New York
$422K +$61K +494 +16%
FWP
795
FAS Wealth Partners
Kansas
$421K +$4.44K +36 +1%
BFG
796
Beacon Financial Group
Texas
$420K -$12.2K -99 -3%
AIP
797
Ameritas Investment Partners
Nebraska
$419K -$18.1K -147 -4%
AWA
798
Aaron Wealth Advisors
Illinois
$417K +$74.6K +604 +21%
NSIM
799
North Star Investment Management
Illinois
$416K
WPC
800
Wedmont Private Capital
Pennsylvania
$415K +$13.1K +106 +3%

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.