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Prudential Financial

1,301 hedge funds and large institutions have $22.6B invested in Prudential Financial in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 517 increasing their positions, 456 reducing their positions, and 114 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 capital invested

Capital invested by funds: $ → $

9% less call options, than puts

Call options by funds: $448M | Put options by funds: $492M

2% less funds holding

Funds holding: 1,3211,301 (-20)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$448M
Puts
$492M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
776
Fountainhead AM
New Jersey
$356K
CCP
777
Clough Capital Partners
Massachusetts
$355K
TA
778
TrueWealth Advisors
Alabama
$354K
WANY
779
Wealthspire Advisors (New York)
New York
$353K
ONST
780
Old North State Trust
North Carolina
$352K
NWA
781
Navis Wealth Advisors
New York
$351K
SAW
782
Signal Advisors Wealth
Michigan
$351K
PFP
783
Pinnacle Financial Partners
Tennessee
$347K
CIC
784
Chase Investment Counsel
Virginia
$344K
PPWP
785
Premier Path Wealth Partners
New Jersey
$344K
Fisher Asset Management
786
Fisher Asset Management
Washington
$343K
PFBT
787
Parkside Financial Bank & Trust
Missouri
$340K
DA
788
Doliver Advisors
Texas
$340K
MAM
789
Mystic Asset Management
Rhode Island
$340K
AWAP
790
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K
BIM
791
Bridges Investment Management
Nebraska
$334K
FPL
792
Fortress Private Ledger
North Carolina
$334K
CFS
793
Coordinated Financial Services
Colorado
$332K
RMP
794
Richards, Merrill & Peterson
Washington
$331K
AFG
795
Atomi Financial Group
New York
$331K
CFG
796
Citizens Financial Group
Rhode Island
$329K
RWP
797
RWA Wealth Partners
Massachusetts
$329K
WC
798
Westhampton Capital
North Carolina
$329K
SDWIA
799
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$328K
BFS
800
Bradley Foster & Sargent
Connecticut
$328K