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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
EWM
1051
Evermay Wealth Management
Virginia
$101K
RA
1052
Ransom Advisory
Rhode Island
$101K
SIM
1053
Sentry Investment Management
Wisconsin
$100K -$35.7K -313 -23%
ICM
1054
Islay Capital Management
Texas
$99.8K
UCB
1055
United Community Bank
South Carolina
$99.6K +$60.6K +532 +148%
CSB
1056
City State Bank
Iowa
$98.2K
AA
1057
Addison Advisors
Vermont
$98.1K -$9.12K -80 -8%
WT
1058
Washington Trust
Rhode Island
$97.9K -$43.4K -381 -30%
CPG
1059
Cornerstone Planning Group
New Jersey
$95.3K +$48.7K +427 +84%
LP
1060
LMR Partners
United Kingdom
$94.5K +$47.6K +418 +98%
GSWM
1061
Golden State Wealth Management
California
$94.4K +$84.7K +743 +728%
DJSG
1062
D.J. St. Germain
Massachusetts
$93.5K
HWA
1063
HHM Wealth Advisors
Tennessee
$90.3K -$1.02K -9 -1%
MCM
1064
Manchester Capital Management
Vermont
$87K +$15.4K +135 +21%
PG
1065
Proffitt & Goodson
Tennessee
$86.3K
CWM
1066
Compass Wealth Management
Connecticut
$84.2K
C
1067
Covestor
United Kingdom
$83K -$8.55K -75 -9%
LI
1068
LRI Investments
Florida
$82.3K +$8.43K +74 +11%
IWP
1069
IAG Wealth Partners
Wisconsin
$81.9K +$49.7K +436 +147%
SSB
1070
Sandy Spring Bank
Maryland
$81.8K
CWM
1071
Crowley Wealth Management
Delaware
$81.3K
ZBNA
1072
Zions Bancorporation, National Association
Utah
$81.2K +$82.8K +727 New
FCMT
1073
Founders Capital Management (Texas)
Texas
$78.2K
JWA
1074
JFS Wealth Advisors
Pennsylvania
$77.3K -$1.48K -13 -2%
IHWM
1075
Iron Horse Wealth Management
Iowa
$76.5K +$342 +3 +0.4%

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.