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Prudential Financial

1,334 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 503 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 503

0.08% more ownership

Funds ownership: 60.23%60.31% (+0.08%)

3% less funds holding

Funds holding: 1,3731,334 (-39)

11% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 123

12% less capital invested

Capital invested by funds: $27.1B → $23.8B (-$3.34B)

17% less call options, than puts

Call options by funds: $537M | Put options by funds: $647M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
1,334
Holders Change
-39
Holders Change %
-2.84%
% of All Funds
17.89%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
110
Increased
504
Reduced
503
Closed
123
Calls
$537M
Puts
$647M
Net Calls
-$111M
Net Calls Change
+$493M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1026
Hollencrest Capital Management
California
$152K -$114 -1 -0.1%
MA
1027
Montag & Associates
Georgia
$148K
SC
1028
SouthState Corp
Florida
$148K +$74.1K +650 +96%
WPA
1029
Wealth Preservation Advisors
Tennessee
$148K +$151K +1,325 New
TC
1030
Truvestments Capital
Florida
$147K +$21K +184 +16%
ANBT
1031
American National Bank & Trust
Texas
$146K +$6.61K +58 +5%
OIAM
1032
OFI Invest Asset Management
France
$142K -$22.9K -201 -13%
CFO
1033
CVA Family Office
Colorado
$131K -$18.5K -162 -12%
MME
1034
Meag Munich Ergo
Germany
$128K -$1.45M -12,711 -92%
VCM
1035
Versant Capital Management
Arizona
$127K +$73.5K +645 +132%
LWA
1036
Lowe Wealth Advisors
Maryland
$123K
CH
1037
Cromwell Holdings
Wyoming
$123K +$2.05K +18 +2%
PWMG
1038
Prestige Wealth Management Group
New Jersey
$121K
SPF
1039
South Plains Financial
Texas
$119K +$4.22K +37 +4%
CCA
1040
Catalyst Capital Advisors
New York
$118K +$37.3K +327 +45%
CNBTD
1041
Citizens National Bank Trust Department
Mississippi
$117K +$28.5K +250 +31%
SFM
1042
Systematic Financial Management
New Jersey
$117K
CHC
1043
City Holding Co
West Virginia
$114K
MCM
1044
MV Capital Management
Maryland
$113K -$456 -4 -0.4%
MAFA
1045
MJT & Associates Financial Advisory
Minnesota
$112K +$115K +1,006 New
VNA
1046
Valley National Advisers
Pennsylvania
$112K +$684 +6 +0.6%
CT
1047
Coastline Trust
Rhode Island
$112K -$3.42K -30 -3%
GBT
1048
Grove Bank & Trust
Florida
$110K +$87.2K +765 +349%
GWP
1049
Gen-Wealth Partners
Michigan
$106K -$15.3K -134 -12%
HPC
1050
HM Payson & Co
Maine
$104K -$3.87K -34 -4%

PRU Hedge Fund Activity: Q1 2025 in Review

1,334 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2025, worth a combined $23.8B — down 12% from $27.1B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PRU and 110 opened new positions — a net loss of 13 holders — while 503 trimmed existing stakes and 504 added.

The largest buyer was Barclays, adding an estimated $96.8M. The largest seller was Aberdeen Group, cutting an estimated $114M.

  • 1,334 institutional investors held Prudential Financial (PRU) as of Q1 2025, down from 1,373 in Q4 2024.
  • Funds reported $23.8B of Prudential Financial stock for Q1 2025, down 12% quarter-over-quarter.
  • 110 funds opened new Prudential Financial positions in Q1 2025 and 123 closed out, a net change of -13 holders.
  • The largest Prudential Financial buyer in Q1 2025 was Barclays, an estimated $96.8M added.
  • The largest Prudential Financial seller in Q1 2025 was Aberdeen Group, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2025.