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Prudential Financial

1,373 hedge funds and large institutions have $27.1B invested in Prudential Financial in 2024 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 507 increasing their positions, 459 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 83

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 459

9% more capital invested

Capital invested by funds: $25B → $27.1B (+$2.18B)

6% more funds holding

Funds holding: 1,2991,373 (+74)

2.09% more ownership

Funds ownership: 58.15%60.23% (+2.1%)

51% less call options, than puts

Call options by funds: $589M | Put options by funds: $1.19B

Holders
1,373
Holders Change
+74
Holders Change %
+5.7%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
182
Increased
507
Reduced
459
Closed
83
Calls
$589M
Puts
$1.19B
Net Calls
-$603M
Net Calls Change
-$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
926
Seeds Investor
New York
$284K +$9.14K +74 +3%
LA
927
Legacy Advisors
Pennsylvania
$282K +$9.26K +75 +3%
PCMC
928
Paragon Capital Management (Colorado)
Colorado
$282K -$3.58K -29 -1%
AGP
929
Autumn Glory Partners
Texas
$279K -$290K -2,350 -50%
LSA
930
Leonteq Securities AG
Switzerland
$276K +$225K +1,819 +356%
FG
931
Fiduciary Group
Georgia
$276K
LI
932
LifeWealth Investments
Florida
$275K +$286K +2,318 New
RCM
933
RB Capital Management
Nevada
$274K +$2.1K +17 +0.7%
MWM
934
Meridian Wealth Management
Kentucky
$272K -$1.6K -13 -0.6%
LIA
935
LBMC Investment Advisors
Tennessee
$272K
ETC
936
Exchange Traded Concepts
Oklahoma
$270K +$24.1K +195 +9%
MPIA
937
Mountain Pacific Investment Advisers
Idaho
$266K
EFS
938
Essex Financial Services
Connecticut
$265K +$54.2K +439 +24%
RMDI
939
R.M. Davis Inc
Maine
$263K -$49.9K -404 -15%
HT
940
Headlands Technologies
Illinois
$263K +$274K +2,216 New
SSWM
941
Sheets Smith Wealth Management
North Carolina
$263K +$274K +2,216 New
BONH
942
Bank of New Hampshire
New Hampshire
$263K -$15.4K -125 -5%
PA
943
Prossimo Advisors
California
$262K +$2.1K +17 +0.8%
MFG
944
Magnus Financial Group
New York
$262K +$30.1K +244 +12%
AF
945
Alerus Financial
North Dakota
$261K +$8.15K +66 +3%
BWM
946
BankPlus Wealth Management
Mississippi
$261K +$272K +2,204 New
WMA
947
West Michigan Advisors
Michigan
$261K -$12.1K -98 -4%
CM
948
Cercano Management
Washington
$260K
SF
949
Synovus Financial
Georgia
$260K -$101K -816 -27%
HWMO
950
Heritage Wealth Management (Ohio)
Ohio
$259K

PRU Hedge Fund Activity: Q4 2024 in Review

1,373 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2024, worth a combined $27.1B — up 8.7% from $25B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new PRU positions and 83 closed out — a net gain of 99 holders — while 507 added to existing stakes and 459 trimmed.

The largest buyer was Northern Trust, adding an estimated $111M. The largest seller was International Assets Investment Management, cutting an estimated $157M.

  • 1,373 institutional investors held Prudential Financial (PRU) as of Q4 2024, up from 1,299 in Q3 2024.
  • Funds reported $27.1B of Prudential Financial stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 182 funds opened new Prudential Financial positions in Q4 2024 and 83 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2024 was Northern Trust, an estimated $111M added.
  • The largest Prudential Financial seller in Q4 2024 was International Assets Investment Management, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2024.