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Prudential Financial

1,303 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, 474 increasing their positions, 493 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $22.6B → $21.8B (-$787M)

4% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 493

16% less call options, than puts

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

Holders
1,303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$416M
Puts
$498M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1001
CVA Family Office
Colorado
$135K
RFG
1002
REAP Financial Group
Texas
$134K
TCOT
1003
Trust Company of Toledo
Ohio
$128K
RFP
1004
Root Financial Partners
California
$126K
PWMG
1005
Prestige Wealth Management Group
New Jersey
$126K
SPF
1006
South Plains Financial
Texas
$125K
C
1007
Covestor
United Kingdom
$124K
SGK
1008
Steigerwald Gordon & Koch
Virginia
$121K
CH
1009
Cromwell Holdings
Wyoming
$118K
WPA
1010
Wealth Preservation Advisors
Tennessee
$112K
LWA
1011
Lowe Wealth Advisors
Maryland
$111K
SFM
1012
Systematic Financial Management
New Jersey
$108K
Group One Trading
1013
Group One Trading
Illinois
$108K
GBT
1014
Grove Bank & Trust
Florida
$106K
MCM
1015
MV Capital Management
Maryland
$105K
MAFA
1016
MJT & Associates Financial Advisory
Minnesota
$104K
CT
1017
Coastline Trust
Rhode Island
$104K
HWA
1018
Heartwood Wealth Advisors
Virginia
$102K
OL
1019
OneFund LLC
Florida
$102K
EWM
1020
Evermay Wealth Management
Virginia
$93.4K
RA
1021
Ransom Advisory
Rhode Island
$93.4K
ICM
1022
Islay Capital Management
Texas
$92.7K
SIM
1023
Sentry Investment Management
Wisconsin
$92K
CSB
1024
City State Bank
Iowa
$91.2K
AA
1025
Addison Advisors
Vermont
$91.1K