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Prudential Financial

1,373 hedge funds and large institutions have $27.1B invested in Prudential Financial in 2024 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 507 increasing their positions, 459 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 83

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 459

9% more capital invested

Capital invested by funds: $25B → $27.1B (+$2.18B)

6% more funds holding

Funds holding: 1,2991,373 (+74)

2.09% more ownership

Funds ownership: 58.15%60.23% (+2.1%)

51% less call options, than puts

Call options by funds: $589M | Put options by funds: $1.19B

Holders
1,373
Holders Change
+74
Holders Change %
+5.7%
% of All Funds
18.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
182
Increased
507
Reduced
459
Closed
83
Calls
$589M
Puts
$1.19B
Net Calls
-$603M
Net Calls Change
-$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1001
Miller Financial Services
Michigan
$229K +$238K +1,928 New
TPCW
1002
TD Private Client Wealth
New York
$228K +$1.48K +12 +0.6%
PTP
1003
Platform Technology Partners
New York
$227K -$3.46K -28 -1%
JE
1004
JMAC Enterprises
Pennsylvania
$227K +$741 +6 +0.3%
LC
1005
Lindbrook Capital
California
$226K -$8.89K -72 -4%
VAF
1006
Values Added Financial
District of Columbia
$226K +$235K +1,906 New
BIC
1007
Beach Investment Counsel
Pennsylvania
$225K -$37K -300 -14%
EHWM
1008
Eads & Heald Wealth Management
Georgia
$225K -$494 -4 -0.2%
RPWA
1009
Regent Peak Wealth Advisors
Georgia
$224K +$247 +2 +0.1%
RIA
1010
Realta Investment Advisors
Delaware
$224K +$232K +1,876 New
AA
1011
Armis Advisers
Georgia
$223K +$232K +1,878 New
OFS
1012
OneAscent Financial Services
Alabama
$222K +$231K +1,870 New
GSEP
1013
Golden State Equity Partners
California
$221K +$219K +1,772 +1,846%
BI
1014
Bolthouse Investments
California
$221K +$230K +1,867 New
PWMAG
1015
Pinnacle Wealth Management Advisory Group
New Jersey
$221K +$8.03K +65 +4%
NW
1016
NewEdge Wealth
Pennsylvania
$220K +$8.39K +68 +4%
WF
1017
Welch & Forbes
Massachusetts
$220K +$229K +1,858 New
HA
1018
Hofer & Associates
California
$219K +$2.72K +22 +1%
SMA
1019
Sage Mountain Advisors
Georgia
$219K -$3.33K -27 -1%
SCM
1020
Silvant Capital Management
Georgia
$218K
BFC
1021
Bedel Financial Consulting
Indiana
$217K +$247 +2 +0.1%
OC
1022
Oakworth Capital
Alabama
$217K
EWS
1023
Eagle Wealth Strategies
New Jersey
$214K +$1.24K +10 +0.6%
EWA
1024
EverSource Wealth Advisors
Alabama
$214K +$2.1K +17 +1%
CPIA
1025
Cornell Pochily Investment Advisors
New York
$213K -$24.4K -198 -10%

PRU Hedge Fund Activity: Q4 2024 in Review

1,373 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2024, worth a combined $27.1B — up 8.7% from $25B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new PRU positions and 83 closed out — a net gain of 99 holders — while 507 added to existing stakes and 459 trimmed.

The largest buyer was Northern Trust, adding an estimated $111M. The largest seller was International Assets Investment Management, cutting an estimated $157M.

  • 1,373 institutional investors held Prudential Financial (PRU) as of Q4 2024, up from 1,299 in Q3 2024.
  • Funds reported $27.1B of Prudential Financial stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 182 funds opened new Prudential Financial positions in Q4 2024 and 83 closed out, a net change of +99 holders.
  • The largest Prudential Financial buyer in Q4 2024 was Northern Trust, an estimated $111M added.
  • The largest Prudential Financial seller in Q4 2024 was International Assets Investment Management, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2024.