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Prudential Financial

1,300 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, 516 increasing their positions, 456 reducing their positions, and 114 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 capital invested

Capital invested by funds: $ → $

9% less call options, than puts

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

2% less funds holding

Funds holding: 1,3211,300 (-21)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$448M
Puts
$492M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
901
Sheets Smith Wealth Management
North Carolina
$238K
BONH
902
Bank of New Hampshire
New Hampshire
$238K
WMA
903
West Michigan Advisors
Michigan
$237K
CWS
904
Confluence Wealth Services
Pennsylvania
$236K
CM
905
Cercano Management
Washington
$236K
GSIAS
906
Garden State Investment Advisory Services
New Jersey
$235K
HWMO
907
Heritage Wealth Management (Ohio)
Ohio
$234K
PPWM
908
Paragon Private Wealth Management
Kentucky
$233K
VNA
909
Valley National Advisers
Pennsylvania
$233K
CFA
910
CWS Financial Advisors
Michigan
$231K
KWA
911
Kingswood Wealth Advisors
California
$231K
ACG
912
Allen Capital Group
Nebraska
$231K
PFM
913
Patton Fund Management
Texas
$230K
WF
914
Welch & Forbes
Massachusetts
$229K
LFG
915
Larson Financial Group
Missouri
$228K
3IP
916
3Chopt Investment Partners
Virginia
$226K
BWM
917
BankPlus Wealth Management
Mississippi
$226K
BAG
918
Bridgewealth Advisory Group
California
$225K
AAS
919
Annex Advisory Services
Wisconsin
$224K
EP
920
Edgestream Partners
New Jersey
$224K
PCA
921
Pallas Capital Advisors
Massachusetts
$224K
AF
922
Atala Financial
California
$223K
CNWM
923
Clay Northam Wealth Management
California
$223K
CPIG
924
Chicago Partners Investment Group
Illinois
$223K
NWM
925
Northcape Wealth Management
New York
$223K