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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
AG
1026
AmeriFlex Group
Nevada
$212K +$217K +1,754 New
LWL
1027
Leo Wealth LLC
Texas
$212K
NL
1028
NWAM LLC
Washington
$212K +$6.3K +51 +3%
BB
1029
Busey Bank
Illinois
$211K +$220K +1,781 New
MFC
1030
Mechanics Financial Corp
Ohio
$211K -$4.94K -40 -2%
PWAC
1031
Private Wealth Advisors (California)
California
$211K +$123 +1 +0.1%
Los Angeles Capital Management
1032
Los Angeles Capital Management
California
$211K
APWA
1033
Atlas Private Wealth Advisors
New Jersey
$210K +$370 +3 +0.2%
AA
1034
Auxano Advisors
Washington
$210K +$1.6K +13 +0.7%
AAMC
1035
Asset Allocation & Management Company
Illinois
$209K +$218K +1,763 New
SN
1036
Sittner & Nelson
Oregon
$208K
CAM
1037
Cozad Asset Management
Illinois
$207K -$7.53K -61 -3%
HTC
1038
Haverford Trust Company
Pennsylvania
$207K -$19K -154 -8%
MWM
1039
Maridea Wealth Management
New York
$207K +$216K +1,747 New
WDA
1040
Wendell David Associates
New Hampshire
$207K
TTWM
1041
TCV Trust & Wealth Management
Virginia
$205K
ACI
1042
Alpha Cubed Investments
California
$205K -$19.5K -158 -8%
AIM
1043
Anchor Investment Management
South Carolina
$204K
FAM
1044
Formidable Asset Management
Ohio
$203K +$123 +1 +0.1%
VCP
1045
Verus Capital Partners
Arizona
$202K +$211K +1,707 New
SWA
1046
Stratos Wealth Advisors
Ohio
$202K -$60.6K -491 -22%
FCM
1047
Fire Capital Management
California
$202K +$210K +1,705 New
SBIA
1048
Sheaff Brock Investment Advisors
Indiana
$202K -$12.5K -101 -6%
JSL
1049
JT Stratford LLC
Georgia
$201K +$210K +1,699 New
AssetMark Inc
1050
AssetMark Inc
California
$200K +$81.1K +657 +64%

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.