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Prudential Financial

1,300 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, 516 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: 1,3211,300 (-21)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,300
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
CIC
783
Chase Investment Counsel
Virginia
$344K
PPWP
784
Premier Path Wealth Partners
New Jersey
$344K
Fisher Asset Management
785
Fisher Asset Management
Washington
$343K
PFBT
786
Parkside Financial Bank & Trust
Missouri
$340K
DA
787
Doliver Advisors
Texas
$340K
MAM
788
Mystic Asset Management
Rhode Island
$340K
AWAP
789
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K
BIM
790
Bridges Investment Management
Nebraska
$334K
FPL
791
Fortress Private Ledger
North Carolina
$334K
CFS
792
Coordinated Financial Services
Colorado
$332K
RMP
793
Richards, Merrill & Peterson
Washington
$331K
AFG
794
Atomi Financial Group
New York
$331K
CFG
795
Citizens Financial Group
Rhode Island
$329K
RWP
796
RWA Wealth Partners
Massachusetts
$329K
WC
797
Westhampton Capital
North Carolina
$329K
SDWIA
798
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$328K
BFS
799
Bradley Foster & Sargent
Connecticut
$328K
FT
800
Fiduciary Trust
Massachusetts
$327K