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Prudential Financial

1,373 hedge funds and large institutions have $27.1B invested in Prudential Financial in 2024 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 507 increasing their positions, 459 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 83

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 459

9% more capital invested

Capital invested by funds: $25B → $27.1B (+$2.18B)

6% more funds holding

Funds holding: 1,2991,373 (+74)

2.09% more ownership

Funds ownership: 58.15%60.23% (+2.1%)

51% less call options, than puts

Call options by funds: $589M | Put options by funds: $1.19B

Holders
1,373
Holders Change
+74
Holders Change %
+5.7%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
182
Increased
507
Reduced
459
Closed
83
Calls
$589M
Puts
$1.19B
Net Calls
-$603M
Net Calls Change
-$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPL
851
Smart Portfolios LLC
Washington
$351K -$7.41K -60 -2%
CFA
852
Cahill Financial Advisors
Minnesota
$351K +$365K +2,959 New
QCG
853
Quadrant Capital Group
Ohio
$350K -$11.9K -96 -3%
OF
854
Optimize Financial
California
$350K +$364K +2,950 New
VA
855
Valmark Advisers
Ohio
$349K -$84.6K -685 -19%
MAS
856
Madden Advisory Services
Florida
$349K
HA
857
Herold Advisors
New York
$348K
IC
858
Iconiq Capital
California
$343K +$357K +2,894 New
RPCONE
859
Retirement Planning Company of New England
Rhode Island
$341K -$15.8K -128 -4%
VIP
860
Vista Investment Partners
Oklahoma
$341K
HCP
861
Hexagon Capital Partners
Arkansas
$337K -$20.9K -169 -6%
AFG
862
Allegheny Financial Group
Pennsylvania
$337K -$6.79K -55 -2%
PWM
863
Palacios Wealth Management
Florida
$335K +$346K +2,799 New
MAP
864
Moody Aldrich Partners
Massachusetts
$334K
MW
865
Marcum Wealth
Ohio
$334K +$2.72K +22 +0.8%
SAG
866
SageView Advisory Group
California
$333K +$60.7K +492 +21%
RMP
867
Richards, Merrill & Peterson
Washington
$331K +$345K +2,796 New
Walleye Capital
868
Walleye Capital
New York
$331K -$459K -3,722 -57%
ACM
869
Advisors Capital Management
New Jersey
$327K -$617 -5 -0.2%
MMHP
870
Murphy Middleton Hinkle & Parker
Georgia
$325K -$69.8K -565 -17%
MF
871
Manchester Financial
California
$324K +$123 +1 +0%
CI
872
Conning Inc
Connecticut
$324K -$6.54K -53 -2%
ACG
873
Allen Capital Group
Nebraska
$321K -$44K -356 -12%
IQI
874
Integrated Quantitative Investments
Washington
$321K +$334K +2,707 New
BTI
875
Blue Trust Inc
Georgia
$321K -$264K -2,137 -44%

PRU Hedge Fund Activity: Q4 2024 in Review

1,373 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2024, worth a combined $27.1B — up 8.7% from $25B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new PRU positions and 83 closed out — a net gain of 99 holders — while 507 added to existing stakes and 459 trimmed.

The largest buyer was Northern Trust, adding an estimated $111M. The largest seller was International Assets Investment Management, cutting an estimated $157M.

  • 1,373 institutional investors held Prudential Financial (PRU) as of Q4 2024, up from 1,299 in Q3 2024.
  • Funds reported $27.1B of Prudential Financial stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 182 funds opened new Prudential Financial positions in Q4 2024 and 83 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2024 was Northern Trust, an estimated $111M added.
  • The largest Prudential Financial seller in Q4 2024 was International Assets Investment Management, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2024.