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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
BWM
926
BankPlus Wealth Management
Mississippi
$226K -$13.1K -126 -6%
BAG
927
Bridgewealth Advisory Group
California
$225K +$217K +2,096 New
AAS
928
Annex Advisory Services
Wisconsin
$224K -$44K -425 -17%
EP
929
Edgestream Partners
New Jersey
$224K -$2.34M -22,567 -92%
PCA
930
Pallas Capital Advisors
Massachusetts
$224K +$104 +1 +0%
AF
931
Atala Financial
California
$223K
CNWM
932
Clay Northam Wealth Management
California
$223K
CPIG
933
Chicago Partners Investment Group
Illinois
$223K +$219K +2,115 New
NWM
934
Northcape Wealth Management
New York
$223K -$3.52K -34 -2%
GWMR
935
GC Wealth Management RIA
Massachusetts
$222K +$214K +2,069 New
HTC
936
Haverford Trust Company
Pennsylvania
$222K -$2.07K -20 -1%
GCP
937
GSA Capital Partners
United Kingdom
$221K +$213K +2,056 New
AHC
938
Adell Harriman & Carpenter
Texas
$221K +$213K +2,053 New
FPAS
939
Focus Partners Advisor Solutions
Missouri
$220K -$301K -2,902 -59%
IA
940
IFG Advisory
Georgia
$220K +$9.84K +95 +5%
FVWA
941
Foster Victor Wealth Advisors
South Carolina
$219K +$2.59K +25 +1%
VFM
942
Vision Financial Markets
Connecticut
$219K
SIMG
943
Sonora Investment Management Group
Arizona
$219K +$4.14K +40 +2%
CSC
944
Caldwell Sutter Capital
California
$219K +$2.07K +20 +1%
SEIA
945
Signature Estate & Investment Advisors
California
$218K +$7.15K +69 +4%
RCM
946
RB Capital Management
Nevada
$217K -$18.2K -176 -8%
BS
947
Banco Santander
Spain
$217K
BPCE
948
Bank Pictet & Cie (Europe)
Germany
$215K
GC
949
Garde Capital
Washington
$215K
FCP
950
Fidelis Capital Partners
Florida
$214K +$213K +2,059 New

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.