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Prudential Financial

1,406 hedge funds and large institutions have $24.1B invested in Prudential Financial in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 518 increasing their positions, 463 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 89

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 463

10% more capital invested

Capital invested by funds: $21.8B → $24.1B (+$2.23B)

7% more funds holding

Funds holding: 1,3101,406 (+96)

1.18% more ownership

Funds ownership: 59.86%61.04% (+1.2%)

24% less call options, than puts

Call options by funds: $403M | Put options by funds: $532M

Holders
1,406
Holders Change
+96
Holders Change %
+7.33%
% of All Funds
17.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
210
Increased
518
Reduced
463
Closed
89
Calls
$403M
Puts
$532M
Net Calls
-$128M
Net Calls Change
-$46.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWC
951
Pathfinder Wealth Consulting
North Carolina
$252K +$240K +2,234 New
GSIAS
952
Garden State Investment Advisory Services
New Jersey
$252K +$1.93K +18 +0.8%
SSWM
953
Sheets Smith Wealth Management
North Carolina
$250K +$322 +3 +0.1%
SCM
954
Stevens Capital Management
Pennsylvania
$249K -$5.36K -50 -2%
CM
955
Cercano Management
Washington
$248K
WMA
956
West Michigan Advisors
Michigan
$247K -$3.54K -33 -1%
HWMO
957
Heritage Wealth Management (Ohio)
Ohio
$246K
CGL
958
Clarius Group LLC
Washington
$244K -$1.18K -11 -0.5%
VNA
959
Valley National Advisers
Pennsylvania
$244K +$2.9K +27 +1%
PBO
960
Peoples Bank (Ohio)
Ohio
$244K +$3.22K +30 +1%
SWM
961
Stronghold Wealth Management
Florida
$243K +$231K +2,157 New
FCH
962
Freestone Capital Holdings
Washington
$243K +$21.9K +204 +10%
BTI
963
Blue Trust Inc
Georgia
$243K +$37.9K +353 +20%
CC
964
Cultivar Capital
Texas
$242K +$17.2K +160 +8%
PFM
965
Patton Fund Management
Texas
$242K
3IP
966
3Chopt Investment Partners
Virginia
$240K +$4.72K +44 +2%
ACM
967
Advisors Capital Management
New Jersey
$240K -$73.7K -687 -24%
EFS
968
Essex Financial Services
Connecticut
$240K -$21.4K -200 -9%
AAS
969
Annex Advisory Services
Wisconsin
$239K +$643 +6 +0.3%
VAG
970
VisionPoint Advisory Group
Texas
$239K +$12.8K +119 +6%
CSC
971
Caldwell Sutter Capital
California
$238K +$14.8K +138 +7%
QWP
972
Quotient Wealth Partners
Texas
$238K -$6.43K -60 -3%
DM
973
Diversified Management
Wisconsin
$237K +$225K +2,098 New
ACG
974
Allen Capital Group
Nebraska
$236K -$6.33K -59 -3%
AF
975
Atala Financial
California
$235K