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Prudential Financial

1,310 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2025 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 478 increasing their positions, 494 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 77

0.31% more ownership

Funds ownership: 59.55%59.86% (+0.31%)

0% less funds holding

Funds holding: 1,3111,310 (-1)

3% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 494

3% less capital invested

Capital invested by funds: $22.6B → $21.8B (-$788M)

16% less call options, than puts

Call options by funds: $416M | Put options by funds: $498M

Holders
1,310
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
17.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
101
Increased
478
Reduced
494
Closed
77
Calls
$416M
Puts
$498M
Net Calls
-$82M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KW
926
KWB Wealth
California
$226K -$56K -532 -20%
CGL
927
Clarius Group LLC
Washington
$226K -$90.7K -861 -28%
CSA
928
Cornerstone Select Advisors
Missouri
$225K +$229K +2,174 New
QWP
929
Quotient Wealth Partners
Texas
$225K -$21.6K -205 -9%
BWM
930
BankPlus Wealth Management
Mississippi
$224K +$6.63K +63 +3%
PCA
931
Pallas Capital Advisors
Massachusetts
$223K +$6.84K +65 +3%
ANBT
932
American National Bank & Trust
Texas
$223K +$87.1K +827 +63%
ACG
933
Allen Capital Group
Nebraska
$223K -$105 -1 -0%
PFM
934
Patton Fund Management
Texas
$222K
CCC
935
Chesapeake Capital Corp
Florida
$221K +$225K +2,134 New
VNA
936
Valley National Advisers
Pennsylvania
$221K -$3.69K -35 -2%
PBO
937
Peoples Bank (Ohio)
Ohio
$221K -$44.2K -420 -16%
AAS
938
Annex Advisory Services
Wisconsin
$219K +$2.42K +23 +1%
BAG
939
Bridgewealth Advisory Group
California
$219K +$1.47K +14 +0.7%
NWM
940
Northcape Wealth Management
New York
$217K +$2.53K +24 +1%
3IP
941
3Chopt Investment Partners
Virginia
$216K -$2.32K -22 -1%
AF
942
Atala Financial
California
$216K
CBA
943
Coastal Bridge Advisors
Connecticut
$214K +$13.2K +125 +6%
IWP
944
Innova Wealth Partners
Pennsylvania
$213K +$216K +2,050 New
VFM
945
Vision Financial Markets
Connecticut
$212K
SIMG
946
Sonora Investment Management Group
Arizona
$212K
FVWA
947
Foster Victor Wealth Advisors
South Carolina
$212K -$2.63K -25 -1%
HTC
948
Haverford Trust Company
Pennsylvania
$210K -$3.9K -37 -2%
BS
949
Banco Santander
Spain
$210K
CNWM
950
Clay Northam Wealth Management
California
$209K -$6.21K -59 -3%