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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
AWAP
801
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$348K
BIM
802
Bridges Investment Management
Nebraska
$345K
TR
803
Tepp RIA
New Jersey
$345K
CGL
804
Clarius Group LLC
Washington
$344K
WC
805
Westhampton Capital
North Carolina
$342K
SDWIA
806
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$341K
PPWM
807
Paragon Private Wealth Management
Kentucky
$341K
BFS
808
Bradley Foster & Sargent
Connecticut
$341K
JIP
809
Jaffetilchin Investment Partners
Florida
$341K
PFP
810
Pinnacle Financial Partners
Tennessee
$341K
CAG
811
Cypress Advisory Group
Arizona
$335K
WANY
812
Wealthspire Advisors (New York)
New York
$334K
SYBT
813
Stock Yards Bank & Trust
Kentucky
$331K
SPL
814
Smart Portfolios LLC
Washington
$329K
QC
815
Quent Capital
New York
$329K
MAS
816
Madden Advisory Services
Florida
$329K
CTC
817
Central Trust Company
Missouri
$328K
BFS
818
Bard Financial Services
Connecticut
$328K
HA
819
Herold Advisors
New York
$328K
SB
820
Sunflower Bank
Texas
$327K
VA
821
Valmark Advisers
Ohio
$326K
AFG
822
Allegheny Financial Group
Pennsylvania
$324K
AFG
823
Atomi Financial Group
New York
$323K
OAM
824
Oxford Asset Management
United Kingdom
$321K
OC
825
Oarsman Capital
Wisconsin
$321K