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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
SWA
826
Sax Wealth Advisors
New Jersey
$306K
SWASL
827
Spartan Wealth Advisory Services LLC
Michigan
$305K +$323K +3,119 New
AC
828
Apella Capital
Connecticut
$303K +$11K +106 +4%
NAM
829
NorthCrest Asset Manangement
Minnesota
$303K -$26.8K -259 -8%
SWM
830
Silverlake Wealth Management
Vermont
$302K +$3.52K +34 +1%
KWA
831
Kingswood Wealth Advisors
California
$300K +$12.6K +122 +4%
SDWIA
832
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$299K
WCM
833
Whitener Capital Management
North Carolina
$298K +$72.4K +699 +30%
TCIIS
834
TIAA-CREF Individual & Institutional Services
New York
$298K +$316K +3,051 New
CIAS
835
Capital Investment Advisory Services
North Carolina
$297K -$16.7K -161 -5%
LIA
836
Lynx Investment Advisory
District of Columbia
$296K +$314K +3,030 New
OAM
837
Ostrum Asset Management
France
$296K +$123K +1,192 +65%
PFBT
838
Parkside Financial Bank & Trust
Missouri
$295K +$15.8K +153 +5%
NB
839
Nicolet Bankshares
Wisconsin
$295K +$312K +3,016 New
PA
840
Profund Advisors
Maryland
$293K -$66.1K -638 -18%
CAG
841
Cypress Advisory Group
Arizona
$293K
NS
842
Northland Securities
Minnesota
$293K
SRC
843
Shufro Rose & Co
New York
$293K
BIM
844
Bridges Investment Management
Nebraska
$292K -$1.86K -18 -0.6%
AIP
845
Avail Investment Partners
Pennsylvania
$292K +$310K +2,989 New
FPL
846
Fortress Private Ledger
North Carolina
$292K -$19.6K -189 -6%
JIP
847
Jaffetilchin Investment Partners
Florida
$292K -$7.15K -69 -2%
AssetMark Inc
848
AssetMark Inc
California
$291K -$236K -2,280 -43%
LS
849
Livforsakringsbolaget Skandia
Sweden
$291K
TRCT
850
Tower Research Capital (TRC)
New York
$290K -$342K -3,299 -53%