PRU icon

Prudential Financial

1,293 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, 515 increasing their positions, 451 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,293
Holders Change
-27
Holders Change %
-2.05%
% of All Funds
17.33%
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
515
Reduced
451
Closed
114
Calls
$448M
Puts
$492M
Net Calls
-$43.9M
Net Calls Change
+$66.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
901
Confluence Wealth Services
Pennsylvania
$236K -$31.5K -293 -12%
CM
902
Cercano Management
Washington
$236K
GSIAS
903
Garden State Investment Advisory Services
New Jersey
$235K +$2.91K +27 +1%
HWMO
904
Heritage Wealth Management (Ohio)
Ohio
$234K
PPWM
905
Paragon Private Wealth Management
Kentucky
$233K -$95.3K -887 -29%
VNA
906
Valley National Advisers
Pennsylvania
$233K +$125K +1,169 +117%
CFA
907
CWS Financial Advisors
Michigan
$231K -$34.2K -318 -13%
KWA
908
Kingswood Wealth Advisors
California
$231K -$71.1K -662 -24%
ACG
909
Allen Capital Group
Nebraska
$231K -$61.2K -570 -21%
PFM
910
Patton Fund Management
Texas
$230K +$230K +2,140 New
WF
911
Welch & Forbes
Massachusetts
$229K -$2.69K -25 -1%
LFG
912
Larson Financial Group
Missouri
$228K -$26.2K -244 -10%
3IP
913
3Chopt Investment Partners
Virginia
$226K +$430 +4 +0.2%
BWM
914
BankPlus Wealth Management
Mississippi
$226K -$13.5K -126 -6%
BAG
915
Bridgewealth Advisory Group
California
$225K +$225K +2,096 New
AAS
916
Annex Advisory Services
Wisconsin
$224K -$45.7K -425 -17%
EP
917
Edgestream Partners
New Jersey
$224K -$2.42M -22,567 -92%
PCA
918
Pallas Capital Advisors
Massachusetts
$224K +$107 +1 +0%
SQA
919
Simon Quick Advisors
New Jersey
$224K +$224K +2,084 New
AF
920
Atala Financial
California
$223K
CNWM
921
Clay Northam Wealth Management
California
$223K
CPIG
922
Chicago Partners Investment Group
Illinois
$223K +$223K +2,115 New
NWM
923
Northcape Wealth Management
New York
$223K -$3.65K -34 -2%
GWMR
924
GC Wealth Management RIA
Massachusetts
$222K +$222K +2,069 New
HTC
925
Haverford Trust Company
Pennsylvania
$222K -$2.15K -20 -1%