We are live on ! Find out more
PRU icon

Prudential Financial

1,311 hedge funds and large institutions have $22.6B invested in Prudential Financial in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 518 increasing their positions, 463 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 463

0.76% less ownership

Funds ownership: 60.31%59.55% (-0.76%)

4% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 117

5% less capital invested

Capital invested by funds: $23.8B → $22.6B (-$1.18B)

9% less call options, than puts

Call options by funds: $448M | Put options by funds: $492M

2% less funds holding

Funds holding: 1,3341,311 (-23)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,311
Holders Change
-23
Holders Change %
-1.72%
% of All Funds
17.26%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
112
Increased
518
Reduced
463
Closed
117
Calls
$448M
Puts
$492M
Net Calls
-$43.9M
Net Calls Change
+$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
901
Rise Advisors
New York
$247K -$23K -222 -9%
CAG
902
Csenge Advisory Group
Florida
$247K -$183K -1,770 -43%
LIA
903
LBMC Investment Advisors
Tennessee
$247K
IP
904
Ignite Planners
California
$246K +$5.59K +54 +2%
LSA
905
Leonteq Securities AG
Switzerland
$244K -$95K -917 -29%
MFG
906
Magnus Financial Group
New York
$244K +$5.7K +55 +2%
TNB
907
Thomasville National Bank
Georgia
$241K -$34.2K -330 -13%
DAS
908
Dynamic Advisor Solutions
Arizona
$240K -$32.7K -316 -12%
SFB
909
STAR Financial Bank
Indiana
$238K -$5.18K -50 -2%
SSWM
910
Sheets Smith Wealth Management
North Carolina
$238K
BONH
911
Bank of New Hampshire
New Hampshire
$238K
WMA
912
West Michigan Advisors
Michigan
$237K +$725 +7 +0.3%
CWS
913
Confluence Wealth Services
Pennsylvania
$236K -$30.4K -293 -12%
CM
914
Cercano Management
Washington
$236K
GSIAS
915
Garden State Investment Advisory Services
New Jersey
$235K +$2.8K +27 +1%
HWMO
916
Heritage Wealth Management (Ohio)
Ohio
$234K
PPWM
917
Paragon Private Wealth Management
Kentucky
$233K -$91.9K -887 -29%
VNA
918
Valley National Advisers
Pennsylvania
$233K +$121K +1,169 +117%
CFA
919
CWS Financial Advisors
Michigan
$231K -$32.9K -318 -13%
KWA
920
Kingswood Wealth Advisors
California
$231K -$68.6K -662 -24%
ACG
921
Allen Capital Group
Nebraska
$231K -$59.1K -570 -21%
PFM
922
Patton Fund Management
Texas
$230K +$222K +2,140 New
WF
923
Welch & Forbes
Massachusetts
$229K -$2.59K -25 -1%
LFG
924
Larson Financial Group
Missouri
$228K -$25.3K -244 -10%
3IP
925
3Chopt Investment Partners
Virginia
$226K +$414 +4 +0.2%

PRU Hedge Fund Activity: Q2 2025 in Review

1,311 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2025, worth a combined $22.6B — down 5% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of PRU and 112 opened new positions — a net loss of 5 holders — while 463 trimmed existing stakes and 518 added.

The largest buyer was Vanguard Group, adding an estimated $62.2M. The largest seller was Ameriprise, cutting an estimated $143M.

  • 1,311 institutional investors held Prudential Financial (PRU) as of Q2 2025, down from 1,334 in Q1 2025.
  • Funds reported $22.6B of Prudential Financial stock for Q2 2025, down 5% quarter-over-quarter.
  • 112 funds opened new Prudential Financial positions in Q2 2025 and 117 closed out, a net change of -5 holders.
  • The largest Prudential Financial buyer in Q2 2025 was Vanguard Group, an estimated $62.2M added.
  • The largest Prudential Financial seller in Q2 2025 was Ameriprise, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2025.