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Prudential Financial

1,321 hedge funds and large institutions have $23.6B invested in Prudential Financial in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 500 increasing their positions, 498 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $27.1B → $23.6B (-$3.48B)

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
1,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$537M
Puts
$647M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1026
Lowe Wealth Advisors
Maryland
$123K
CH
1027
Cromwell Holdings
Wyoming
$123K
PWMG
1028
Prestige Wealth Management Group
New Jersey
$121K
SPF
1029
South Plains Financial
Texas
$119K
CCA
1030
Catalyst Capital Advisors
New York
$118K
CNBTD
1031
Citizens National Bank Trust Department
Mississippi
$117K
SFM
1032
Systematic Financial Management
New Jersey
$117K
CHC
1033
City Holding Co
West Virginia
$114K
MCM
1034
MV Capital Management
Maryland
$113K
MAFA
1035
MJT & Associates Financial Advisory
Minnesota
$112K
VNA
1036
Valley National Advisers
Pennsylvania
$112K
CT
1037
Coastline Trust
Rhode Island
$112K
GBT
1038
Grove Bank & Trust
Florida
$110K
GWP
1039
Gen-Wealth Partners
Michigan
$106K
HPC
1040
HM Payson & Co
Maine
$104K
EWM
1041
Evermay Wealth Management
Virginia
$101K
RA
1042
Ransom Advisory
Rhode Island
$101K
SIM
1043
Sentry Investment Management
Wisconsin
$100K
ICM
1044
Islay Capital Management
Texas
$99.8K
UCB
1045
United Community Bank
South Carolina
$99.6K
CSB
1046
City State Bank
Iowa
$98.2K
AA
1047
Addison Advisors
Vermont
$98.1K
WT
1048
Washington Trust
Rhode Island
$97.9K
CPG
1049
Cornerstone Planning Group
New Jersey
$95.3K
LP
1050
LMR Partners
United Kingdom
$94.5K