We are live on ! Find out more
PRU icon

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
AAS
876
Annex Advisory Services
Wisconsin
$320K +$30.1K +244 +10%
SCM
877
Stevens Capital Management
Pennsylvania
$319K +$332K +2,693 New
CCG
878
Catalina Capital Group
California
$319K +$864 +7 +0.3%
IP
879
Investment Partners
Ohio
$318K -$3.7K -30 -1%
CH
880
CVS Health
Rhode Island
$318K
AG
881
AlTi Global
New York
$317K -$9.75K -79 -3%
DWP
882
Daymark Wealth Partners
Ohio
$317K +$7.16K +58 +2%
GA
883
Geller Advisors
New York
$316K -$2.96K -24 -0.9%
OAM
884
Ostrum Asset Management
France
$316K -$13.7K -111 -4%
ISL
885
Ingalls & Snyder LLC
New York
$316K +$9.38K +76 +3%
MFG
886
MidWestOne Financial Group
Iowa
$315K
HWA
887
HMV Wealth Advisors
Louisiana
$315K +$328K +2,655 New
EHC
888
Everett Harris & Co
California
$314K +$327K +2,645 New
AEPWM
889
Atlantic Edge Private Wealth Management
Florida
$313K -$9.26K -75 -3%
NAM
890
NorthCrest Asset Manangement
Minnesota
$313K -$5.18K -42 -2%
VCA
891
Verdence Capital Advisors
Maryland
$312K +$9.88K +80 +3%
NERM
892
New England Research & Management
Illinois
$311K -$68.5K -555 -17%
PBO
893
Peoples Bank (Ohio)
Ohio
$311K -$122K -987 -27%
KA
894
Klingman & Associates
New York
$311K
PFBT
895
Parkside Financial Bank & Trust
Missouri
$310K -$11K -89 -3%
AG
896
Ascent Group
Virginia
$310K +$118K +957 +58%
SFB
897
STAR Financial Bank
Indiana
$309K -$40.4K -327 -11%
PL
898
Perpetual Ltd
Australia
$308K -$424K -3,431 -57%
BMM
899
Buffington Mohr McNeal
Idaho
$308K +$321K +2,600 New
DAS
900
Dynamic Advisor Solutions
Arizona
$306K +$6.05K +49 +2%

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.