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Prudential Financial

1,321 hedge funds and large institutions have $23.6B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 500 increasing their positions, 498 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $27.1B → $23.6B (-$3.48B)

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
1,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$537M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFB
901
STAR Financial Bank
Indiana
$253K
CWS
902
Confluence Wealth Services
Pennsylvania
$253K
SAG
903
SageView Advisory Group
California
$251K
MPIA
904
Mountain Pacific Investment Advisers
Idaho
$250K
PA
905
Prossimo Advisors
California
$250K
BWM
906
BankPlus Wealth Management
Mississippi
$249K
SSWM
907
Sheets Smith Wealth Management
North Carolina
$247K
BONH
908
Bank of New Hampshire
New Hampshire
$247K
MFG
909
Magnus Financial Group
New York
$247K
WMA
910
West Michigan Advisors
Michigan
$246K
BHCM
911
Brevan Howard Capital Management
Jersey
$246K
RCM
912
RB Capital Management
Nevada
$245K
CM
913
Cercano Management
Washington
$245K
HWMO
914
Heritage Wealth Management (Ohio)
Ohio
$244K
WF
915
Welch & Forbes
Massachusetts
$241K
GSIAS
916
Garden State Investment Advisory Services
New Jersey
$241K
MGIA
917
Moneta Group Investment Advisors
Missouri
$238K
SSA
918
Schonfeld Strategic Advisors
New York
$238K
HCM
919
Howard Capital Management
Georgia
$238K
IP
920
Ignite Planners
California
$237K
PWMAG
921
Pinnacle Wealth Management Advisory Group
New Jersey
$235K
NWM
922
Northcape Wealth Management
New York
$235K
3IP
923
3Chopt Investment Partners
Virginia
$235K
HBW
924
Hazlett, Burt & Watson
West Virginia
$234K
AAG
925
Armstrong Advisory Group
Massachusetts
$233K