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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
GSWM
1051
Golden State Wealth Management
California
$94.4K
DJSG
1052
D.J. St. Germain
Massachusetts
$93.5K
HWA
1053
HHM Wealth Advisors
Tennessee
$90.3K
MCM
1054
Manchester Capital Management
Vermont
$87K
PG
1055
Proffitt & Goodson
Tennessee
$86.3K
CWM
1056
Compass Wealth Management
Connecticut
$84.2K
C
1057
Covestor
United Kingdom
$83K
LI
1058
LRI Investments
Florida
$82.3K
IWP
1059
IAG Wealth Partners
Wisconsin
$81.9K
SSB
1060
Sandy Spring Bank
Maryland
$81.8K
CWM
1061
Crowley Wealth Management
Delaware
$81.3K
ZBNA
1062
Zions Bancorporation, National Association
Utah
$81.2K
FCMT
1063
Founders Capital Management (Texas)
Texas
$78.2K
JWA
1064
JFS Wealth Advisors
Pennsylvania
$77.3K
IHWM
1065
Iron Horse Wealth Management
Iowa
$76.5K
MA
1066
MCF Advisors
Kentucky
$75.9K
OIA
1067
Optimum Investment Advisors
Illinois
$75.4K
DIP
1068
DT Investment Partners
Pennsylvania
$74.6K
RFG
1069
REAP Financial Group
Texas
$73K
MFA
1070
McClarren Financial Advisors
Pennsylvania
$72K
IBOK
1071
Independence Bank of Kentucky
Kentucky
$71.9K
FFC
1072
First Financial Corp
Indiana
$71.3K
TFGT
1073
TS Financial Group (TSFG)
Illinois
$71K
KFI
1074
Key Financial Inc
Pennsylvania
$69.4K
SIC
1075
Salem Investment Counselors
North Carolina
$68.8K