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Prudential Financial

1,296 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 471 increasing their positions, 490 reducing their positions, and 78 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:

4% less capital invested

Capital invested by funds: $22.6B → $21.8B (-$799M)

4% less repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 490

16% less call options, than puts

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

Holders
1,296
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
TCOT
1001
Trust Company of Toledo
Ohio
$128K
RFP
1002
Root Financial Partners
California
$126K
PWMG
1003
Prestige Wealth Management Group
New Jersey
$126K
SPF
1004
South Plains Financial
Texas
$125K
C
1005
Covestor
United Kingdom
$124K
SGK
1006
Steigerwald Gordon & Koch
Virginia
$121K
CH
1007
Cromwell Holdings
Wyoming
$118K
WPA
1008
Wealth Preservation Advisors
Tennessee
$112K
LWA
1009
Lowe Wealth Advisors
Maryland
$111K
SFM
1010
Systematic Financial Management
New Jersey
$108K
Group One Trading
1011
Group One Trading
Illinois
$108K
GBT
1012
Grove Bank & Trust
Florida
$106K
MAFA
1013
MJT & Associates Financial Advisory
Minnesota
$104K
CT
1014
Coastline Trust
Rhode Island
$104K
HWA
1015
Heartwood Wealth Advisors
Virginia
$102K
OL
1016
OneFund LLC
Florida
$102K
EWM
1017
Evermay Wealth Management
Virginia
$93.4K
RA
1018
Ransom Advisory
Rhode Island
$93.4K
ICM
1019
Islay Capital Management
Texas
$92.7K
SIM
1020
Sentry Investment Management
Wisconsin
$92K
CSB
1021
City State Bank
Iowa
$91.2K
AA
1022
Addison Advisors
Vermont
$91.1K
PG
1023
Proffitt & Goodson
Tennessee
$90.4K
MSWA
1024
Marshall & Sterling Wealth Advisors
New York
$90.3K
CCA
1025
Catalyst Capital Advisors
New York
$90.2K