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Prudential Financial

1,351 hedge funds and large institutions have $21.1B invested in Prudential Financial in 2026 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 519 increasing their positions, 485 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% more ownership

Funds ownership: 61.04%62.05% (+1%)

7% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 485

4% less funds holding

Funds holding: 1,4061,351 (-55)

11% less call options, than puts

Call options by funds: $309M | Put options by funds: $347M

13% less capital invested

Capital invested by funds: $24.1B → $21.1B (-$3.02B)

14% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 153

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
1,351
Holders Change
-55
Holders Change %
-3.91%
% of All Funds
16.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
132
Increased
519
Reduced
485
Closed
153
Calls
$309M
Puts
$347M
Net Calls
-$38.2M
Net Calls Change
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TAR
951
Trask Adam Roland
$212K +$225K +2,174 New
PBO
952
Peoples Bank (Ohio)
Ohio
$211K
PWC
953
Pathfinder Wealth Consulting
North Carolina
$210K -$8.39K -81 -4%
BAAM
954
Baker Avenue Asset Management
California
$210K +$223K +2,152 New
CC
955
Cultivar Capital
Texas
$210K
CCC
956
Chesapeake Capital Corp
Florida
$208K -$774K -7,472 -78%
PWM
957
Palacios Wealth Management
Florida
$208K -$25.9K -250 -11%
FG
958
Fiduciary Group
Georgia
$207K -$23.6K -228 -10%
RIL
959
Rothschild Investment LLC
Illinois
$207K +$84.8K +819 +63%
BFG
960
Beacon Financial Group
Texas
$205K -$15.9K -154 -7%
AF
961
Atala Financial
California
$205K
SWM
962
Stronghold Wealth Management
Florida
$203K -$7.66K -74 -3%
EW
963
Evoke Wealth
California
$203K +$216K +2,082 New
AEPWM
964
Atlantic Edge Private Wealth Management
Florida
$203K -$28.5K -275 -12%
QWP
965
Quotient Wealth Partners
Texas
$202K -$3.94K -38 -2%
BAG
966
Bridgewealth Advisory Group
California
$202K +$1.66K +16 +0.8%
SYBT
967
Stock Yards Bank & Trust
Kentucky
$202K
DIM
968
DC Investments Management
Virginia
$201K +$213K +2,057 New
IWP
969
Innova Wealth Partners
Pennsylvania
$201K +$518 +5 +0.2%
JSL
970
JT Stratford LLC
Georgia
$200K +$2.38K +23 +1%
AAP
971
Arax Advisory Partners
Colorado
$200K -$35K -338 -14%
VFM
972
Vision Financial Markets
Connecticut
$199K
SA
973
Scarborough Advisors
Maryland
$196K +$208K +2,007 New
BTI
974
Blue Trust Inc
Georgia
$195K -$15.6K -151 -7%
PCM
975
Penserra Capital Management
California
$195K +$6.53K +63 +3%