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Prudential Financial

1,375 hedge funds and large institutions have $23.9B invested in Prudential Financial in 2025 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 512 increasing their positions, 459 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 1,3031,375 (+72)

0.8% more ownership

Funds ownership: 59.74%60.54% (+0.8%)

23% less call options, than puts

Call options by funds: $399M | Put options by funds: $515M

Holders
1,375
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$399M
Puts
$515M
Net Calls
Net Calls Change

Top Buyers

1 +$103M
2 +$75.8M
3 +$54.2M
4
Morgan Stanley
Morgan Stanley
New York
+$45M
5
Citadel Advisors
Citadel Advisors
Florida
+$33.5M

Top Sellers

1 -$81.4M
2 -$72.9M
3 -$64.2M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$64M
5
Invesco
Invesco
Georgia
-$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1001
F/M Investments
District of Columbia
$212K
SFGP
1002
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$211K
FCP
1003
Fidelis Capital Partners
Florida
$211K
BI
1004
Bolthouse Investments
California
$211K
PCMC
1005
Paragon Capital Management (Colorado)
Colorado
$211K
LOWM
1006
Laurel Oak Wealth Management
New Jersey
$211K
PPWM
1007
Paragon Private Wealth Management
Kentucky
$210K
MFS
1008
Miller Financial Services
Michigan
$210K
Financial Engines Advisors
1009
Financial Engines Advisors
California
$208K
FWM
1010
Focused Wealth Management
New York
$208K
AA
1011
Auxano Advisors
Washington
$208K
SCM
1012
Silvant Capital Management
Georgia
$207K
OAM
1013
Ostrum Asset Management
France
$207K
VWM
1014
Venturi Wealth Management
Texas
$207K
SFP
1015
Sterling Financial Planning
New Jersey
$207K
MFC
1016
Mechanics Financial Corp
Ohio
$207K
AAG
1017
Armstrong Advisory Group
Massachusetts
$206K
FPB
1018
First PREMIER Bank
South Dakota
$206K
RPWA
1019
Regent Peak Wealth Advisors
Georgia
$206K
CPIA
1020
Cornell Pochily Investment Advisors
New York
$205K
KA
1021
Kovack Advisors
Florida
$204K
CFG
1022
Certior Financial Group
Pennsylvania
$204K
GWANC
1023
Guardian Wealth Advisors (North Carolina)
North Carolina
$202K
KC
1024
Kinloch Capital
Virginia
$202K
VAF
1025
Values Added Financial
District of Columbia
$202K