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Prudential Financial

1,334 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 503 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 503

0.08% more ownership

Funds ownership: 60.23%60.31% (+0.08%)

3% less funds holding

Funds holding: 1,3731,334 (-39)

11% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 123

12% less capital invested

Capital invested by funds: $27.1B → $23.8B (-$3.34B)

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
1,334
Holders Change
-39
Holders Change %
-2.84%
% of All Funds
17.89%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
110
Increased
504
Reduced
503
Closed
123
Calls
$537M
Puts
$647M
Net Calls
-$111M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
901
Larson Financial Group
Missouri
$264K +$134K +1,173 +99%
CFG
902
Citizens Financial Group
Rhode Island
$263K -$184K -1,615 -41%
AGP
903
Autumn Glory Partners
Texas
$262K
WCM
904
Whitener Capital Management
North Carolina
$260K +$39.9K +350 +18%
NS
905
NBC Securities
Alabama
$260K +$265K +2,326 +116,300%
QWP
906
Quotient Wealth Partners
Texas
$260K -$8.43K -74 -3%
FG
907
Fiduciary Group
Georgia
$260K
BWP
908
BSW Wealth Partners
Colorado
$259K -$10.9K -96 -4%
LA
909
Legacy Advisors
Pennsylvania
$257K -$8.77K -77 -3%
LIA
910
LBMC Investment Advisors
Tennessee
$256K +$114 +1 +0%
SFB
911
STAR Financial Bank
Indiana
$253K -$38.3K -336 -13%
CWS
912
Confluence Wealth Services
Pennsylvania
$253K -$4.1K -36 -1%
SAG
913
SageView Advisory Group
California
$251K -$64.4K -565 -20%
MPIA
914
Mountain Pacific Investment Advisers
Idaho
$250K
PA
915
Prossimo Advisors
California
$250K +$3.65K +32 +1%
BWM
916
BankPlus Wealth Management
Mississippi
$249K +$2.39K +21 +1%
SSWM
917
Sheets Smith Wealth Management
North Carolina
$247K
BONH
918
Bank of New Hampshire
New Hampshire
$247K
MFG
919
Magnus Financial Group
New York
$247K +$570 +5 +0.2%
WMA
920
West Michigan Advisors
Michigan
$246K +$114 +1 +0%
BHCM
921
Brevan Howard Capital Management
Jersey
$246K +$251K +2,200 New
RCM
922
RB Capital Management
Nevada
$245K -$12.9K -113 -5%
CM
923
Cercano Management
Washington
$245K
HWMO
924
Heritage Wealth Management (Ohio)
Ohio
$244K -$114 -1 -0%
WF
925
Welch & Forbes
Massachusetts
$241K +$34.2K +300 +16%

PRU Hedge Fund Activity: Q1 2025 in Review

1,334 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2025, worth a combined $23.8B — down 12% from $27.1B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PRU and 110 opened new positions — a net loss of 13 holders — while 503 trimmed existing stakes and 504 added.

The largest buyer was Barclays, adding an estimated $96.8M. The largest seller was Aberdeen Group, cutting an estimated $114M.

  • 1,334 institutional investors held Prudential Financial (PRU) as of Q1 2025, down from 1,373 in Q4 2024.
  • Funds reported $23.8B of Prudential Financial stock for Q1 2025, down 12% quarter-over-quarter.
  • 110 funds opened new Prudential Financial positions in Q1 2025 and 123 closed out, a net change of -13 holders.
  • The largest Prudential Financial buyer in Q1 2025 was Barclays, an estimated $96.8M added.
  • The largest Prudential Financial seller in Q1 2025 was Aberdeen Group, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2025.