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Prudential Financial

1,351 hedge funds and large institutions have $21.1B invested in Prudential Financial in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 519 increasing their positions, 485 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% more ownership

Funds ownership: 61.04%62.05% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 485

4% less funds holding

Funds holding: 1,4061,351 (-55)

11% less call options, than puts

Call options by funds: $309M | Put options by funds: $347M

13% less capital invested

Capital invested by funds: $24.1B → $21.1B (-$3.02B)

14% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 153

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,351
Holders Change
-55
Holders Change %
-3.91%
% of All Funds
16.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
132
Increased
519
Reduced
485
Closed
153
Calls
$309M
Puts
$347M
Net Calls
-$38.2M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
801
RFG Advisory
Alabama
$339K -$87.7K -847 -20%
CFG
802
Copley Financial Group
California
$337K -$20.8K -201 -6%
WF
803
WealthPoint Financial
North Carolina
$337K -$44.6K -431 -11%
MIC
804
Means Investment Company
Maine
$336K -$12.4K -120 -3%
LCM
805
Legato Capital Management
California
$334K -$235K -2,270 -40%
RMP
806
Richards, Merrill & Peterson
Washington
$334K +$7.97K +77 +2%
WIM
807
Westside Investment Management
California
$332K
GWP
808
Gateway Wealth Partners
Wisconsin
$331K +$351K +3,389 New
BHBT
809
Burke & Herbert Bank & Trust
Virginia
$331K +$350K +3,384 New
Members Trust
810
Members Trust
Florida
$330K -$34.2K -330 -9%
CC
811
Clearwave Capital
California
$328K +$1.86K +18 +0.5%
NWA
812
Navis Wealth Advisors
New York
$327K +$1.14K +11 +0.3%
NERM
813
New England Research & Management
Illinois
$326K +$345K +3,336 New
CI
814
Cigna Investments
Connecticut
$323K -$10.8K -104 -3%
FAOAI
815
Fund Advisors of America Inc
Florida
$321K -$9.63K -93 -3%
WPC
816
Wedmont Private Capital
Pennsylvania
$319K -$16.4K -158 -5%
AHL
817
Abel Hall LLC
Louisiana
$319K +$338K +3,265 New
SW
818
Simplicity Wealth
New Jersey
$317K +$6.63K +64 +2%
OAS
819
Optivise Advisory Services
Tennessee
$314K -$54.3K -524 -14%
AIP
820
Ameritas Investment Partners
Nebraska
$313K +$104 +1 +0%
NFG
821
Nations Financial Group
Iowa
$312K -$4.76K -46 -1%
AFG
822
Allegheny Financial Group
Pennsylvania
$311K +$2.38K +23 +0.7%
VWA
823
Visionary Wealth Advisors
Illinois
$308K -$5.08K -49 -2%
AWA
824
Aaron Wealth Advisors
Illinois
$307K -$195K -1,880 -37%
CSA
825
Cornerstone Select Advisors
Missouri
$306K +$47.3K +457 +17%